Stewarts Point Estate Planning Lawyer, California, page 4

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David E. Castro
About | Practice Areas
Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
Accident & Injury Law
Your Local, Legal Professionals

The Law Office of David E Castro is a multi-specialty law practice that provides compassionate, individualized, and aggressive legal counsel.

800-745-0730
1. David E. Castro Rocklin, CA
  Attorney at Law - CA, 2014
  Florida Coastal School of Law
2. AboutLaw Office of David E. Castro
  Your Local, Legal Professionals
3. Practice AreasExpertise
  Accident & Injury Law
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Includes: Gift Taxation

Jennifer Michelle Hendrickson

Tax, Litigation, Gift Taxation

Status: In Good Standing

CONTACT

829 Sonoma Ave, Santa Rosa, CA 95404

Kevin Scott Veenstra

Real Estate, Trusts, Gift Taxation, Employee Rights, Business

Status: In Good Standing Licensed: 35 Years

CONTACT

445 Orchard St, Santa Rosa, CA 95404

Christopher Michael Haws

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 10 Years

CONTACT

50 Old Courthouse Sq, Santa Rosa, CA 95404

Irma Leticia Perez-Cordova

Motor Vehicle, Mediation, Immigration, Estate Planning, Criminal

Status: In Good Standing Licensed: 32 Years

CONTACT

170 Sotoyome St, Santa Rosa, CA 95405

Linda Maria Mansi

Dispute Resolution, Gift Taxation, Employee Rights, Business

Status: In Good Standing Licensed: 39 Years

CONTACT

1535 Farmers Ln, Santa Rosa, CA 95405

Margaret M. Elliott

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 43 Years

CONTACT

4055 Polled Hereford Dr, Santa Rosa, CA 95404

Joyce Stewart Milks

Wills, Trusts, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 40 Years

CONTACT

2300 Bethards Dr, Santa Rosa, CA 95405

Anthony Lockwood Fuller

Tax, Gift Taxation

Status: In Good Standing Licensed: 29 Years

CONTACT

1590 Old Adobe Rd, Petaluma, CA 94954

John Bernard Cinnamon

Trusts, Gift Taxation, Wrongful Termination, Business

Status: In Good Standing Licensed: 58 Years

CONTACT

737 N Webster St, Petaluma, CA 94952

Duane Paul Sartori

Education, Traffic, Trusts, Gift Taxation, Contract

Status: In Good Standing Licensed: 48 Years

CONTACT

17 Keller St, Petaluma, CA 94952

800-923-0641

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LEGAL TERMS

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

CREDIT SHELTER TRUST

See AB trust.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

TITLE COMPANY

A company that issues title insurance.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Stewarts Point Estate Planning Lawyer, California, page 4

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Jennifer Michelle Hendrickson

Kevin Scott Veenstra

Christopher Michael Haws

Irma Leticia Perez-Cordova

Linda Maria Mansi

Margaret M. Elliott

Joyce Stewart Milks

Anthony Lockwood Fuller

John Bernard Cinnamon

Duane Paul Sartori

TIPS

LEGAL TERMS

ABATEMENT

CREDIT SHELTER TRUST

IN TERROREM

SWEARING MATCH

SPECIFIC BEQUEST

EXECUTOR

TITLE COMPANY

LAPSE

INTESTATE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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