Stinson Beach Estate Planning Lawyer, California

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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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Our goal is to have our core areas of practice rank among the top in the legal community.

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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Includes: Gift Taxation

Philip A Robb

International Tax, Wills, Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 34 Years

CONTACT

591 Redwood Hwy, Mill Valley, CA 94941

John Marvin Youngquist

International, Gift Taxation

Status: Inactive Licensed: 58 Years

CONTACT

172 Stanford Ave, Mill Valley, CA 94941

Thomas Silk

International, Government, Gift Taxation, Business

Status: In Good Standing Licensed: 61 Years

CONTACT

11 Calle Del Occidente, Stinson Beach, CA 94970

Charmian D. Tunney

Litigation, International Tax, Trusts, Estate Planning

Status: In Good Standing

CONTACT

Mill Valley, CA 94941

Michelle C. Lerman

Wills & Probate, Trusts, Estate Planning, Administrative Law

Status: In Good Standing Licensed: 41 Years

CONTACT

802 B St, San Rafael, CA 94901

Michelle Collins Lerman

Trusts, Estate Planning, Estate, Wills

Status: In Good Standing Licensed: 41 Years

CONTACT

802 B St, San Rafael, CA 94901

Robert Lewis Harrison

Real Estate, Wills & Probate, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

1000 4Th St, San Rafael, CA 94901

Stafford Warwick Keegin

Real Estate, Intellectual Property, Gift Taxation, Business

Status: In Good Standing

CONTACT

1001 Lootens Pl, San Rafael, CA 94901

Nadine Reiss Aarsheim

Trusts, Estate Planning

Status: In Good Standing Licensed: 30 Years

CONTACT

700 Larkspur Landing Cir, Larkspur, CA 94939

Linda Alden Swanson

Estate Planning, International Tax, Commercial Real Estate, Trusts, Wills

Status: In Good Standing Licensed: 56 Years

CONTACT

150 Madrone Ave, Larkspur, CA 94939

800-923-0641

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LEGAL TERMS

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.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

FAMILY POT TRUST

See pot trust.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

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.

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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Stinson Beach Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Philip A Robb

John Marvin Youngquist

Thomas Silk

Charmian D. Tunney

Michelle C. Lerman

Michelle Collins Lerman

Robert Lewis Harrison

Stafford Warwick Keegin

Nadine Reiss Aarsheim

Linda Alden Swanson

TIPS

LEGAL TERMS

INTESTATE

DEVISEE

CERTIFIED COPY

DISTRIBUTEE

PRETERMITTED HEIR

FAMILY POT TRUST

WILL

PER CAPITA

AB TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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