Stinson Beach Estate Planning Lawyer, California, page 3

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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
Working With Excellent Attorneys

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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2. Email
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Includes: Gift Taxation

George R. Dirkes

Trusts, Estate Planning

Status: In Good Standing Licensed: 50 Years

CONTACT

80 E Sir Francis Drake Blvd, Larkspur, CA 94939

Alfred Baynard Fowler

Tax, Gift Taxation

Status: In Good Standing Licensed: 49 Years

CONTACT

60 Westwood Dr, Greenbrae, CA 94904

David Milton Hellman

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

Status: In Good Standing Licensed: 52 Years

CONTACT

851 Irwin St, San Rafael, CA 94901

Marlene Pappas Getchell

Trusts, Estate Planning

Status: In Good Standing Licensed: 48 Years

CONTACT

790 Mission Ave, San Rafael, CA 94901

Edward Richard Sarti

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

Status: In Good Standing Licensed: 27 Years

CONTACT

20 Oak Knoll Rd, Greenbrae, CA 94904

Patrick John Quinn

Tax, Litigation, International, Gift Taxation

Status: In Good Standing Licensed: 46 Years

CONTACT

1050 Northgate Dr, San Rafael, CA 94903

Wayne Harlan Gilbert

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 46 Years

CONTACT

3950 Civic Center Drive, San Rafael, CA 94903

Karen Mieko Sakanashi

Tax, International, Gift Taxation

Status: Inactive Licensed: 16 Years

CONTACT

88 Circle Ave, Mill Valley, CA 94941

George Henrie John

Litigation, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 44 Years

CONTACT

134 Greenwood Ave, San Rafael, CA 94901

Benjamin Winsor Gale

Military & Veterans Appeals, Tax, International Tax, Gift Taxation

Status: In Good Standing Licensed: 41 Years

CONTACT

810 E St, San Rafael, CA 94901

800-923-0641

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LEGAL TERMS

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

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.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

FAMILY POT TRUST

See pot trust.

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.'

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, page 3

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

George R. Dirkes

Alfred Baynard Fowler

David Milton Hellman

Marlene Pappas Getchell

Edward Richard Sarti

Patrick John Quinn

Wayne Harlan Gilbert

Karen Mieko Sakanashi

George Henrie John

Benjamin Winsor Gale

TIPS

LEGAL TERMS

TESTAMENTARY TRUST

SURVIVING SPOUSE'S TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

RESIDUARY BENEFICIARY

LIFE BENEFICIARY

IRREVOCABLE TRUST

PETITION

FAMILY POT TRUST

PRETERMITTED HEIR

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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