Solano County, CA Trusts Lawyers

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Amiel Wade
About | Practice Areas
Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
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888-909-9430
1. Amiel Wade San Jose, CA
  Attorney at Law- CA, 1996
  Rutgers School of Law—Camden, Rutgers University, J.D. 1996
2. AboutWade Law Group
  Working With Excellent Attorneys
3. Practice AreasExpertise
  Wills & Probate Law
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Carol A. Sobczak

Tax, Wills & Probate, Trusts, Corporate

Status: In Good Standing

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300 Tuolumne Street, Vallejo, CA 94590

Anne M. Campbell

Real Estate, Trusts, Elder Law, Credit & Debt

Status: In Good Standing Licensed: 40 Years

CONTACT

190 S Orchard, Vacaville, CA 95688

Betty Lai Mee Homer

Litigation, Trusts, Estate

Status: In Good Standing Licensed: 23 Years

CONTACT

1411 Oliver Rd, Fairfield, CA 94534

Brian Cotter Tubis

Trusts, Gift Taxation, Estate, Family Law

Status: In Good Standing

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547 Jefferson St, Fairfield, CA 94533

David H Hofheimer

Litigation, Trusts, Employee Rights, DUI-DWI

Status: In Good Standing Licensed: 14 Years

CONTACT

Benicia, CA 94510

David George Knitter

Litigation, Trusts

Status: In Good Standing Licensed: 36 Years

CONTACT

770 Mason St, Vacaville, CA 95688

Greta Sorensen Jenkins

Trusts, Estate

Status: In Good Standing Licensed: 34 Years

CONTACT

112 S 2Nd St, Rio Vista, CA 94571

James G Haskell

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 14 Years

CONTACT

1411 Oliver Rd, Fairfield, CA 94534

James Albert Ducharme

Other, Litigation, Intellectual Property, Trusts

Status: In Good Standing Licensed: 50 Years

CONTACT

610 Tisdale Ave, Vallejo, CA 94592

James Rodney Forbes

Litigation, Federal Appellate Practice, Trusts, Estate Planning

Status: In Good Standing Licensed: 40 Years

CONTACT

1411 Oliver Rd, Fairfield, CA 94534

800-923-0641

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LEGAL TERMS

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

DEED OF TRUST

See trust deed.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Solano County, CA Trusts Lawyers

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Carol A. Sobczak

Anne M. Campbell

Betty Lai Mee Homer

Brian Cotter Tubis

David H Hofheimer

David George Knitter

Greta Sorensen Jenkins

James G Haskell

James Albert Ducharme

James Rodney Forbes

TIPS

LEGAL TERMS

RESIDUARY ESTATE

LETTERS TESTAMENTARY

RESIDUARY BENEFICIARY

DOWER AND CURTESY

DEED OF TRUST

ENDOWMENT INSURANCE

HEIR AT LAW

AB TRUST

GRANTOR RETAINED INCOME TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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