Sugarloaf 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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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

Joseph L. Borrie

Gift Taxation, Bankruptcy

Status: Inactive Licensed: 46 Years

CONTACT

Running Springs, CA 92382

Walter Thomas Moore

Trusts, Estate Planning

Status: In Good Standing Licensed: 35 Years

CONTACT

7820 Boulder Ave, Highland, CA 92346

J. David Horspool

Wills & Probate, Trusts, Estate Planning, Guardianships & Conservatorships, Business

Status: In Good Standing Licensed: 43 Years

CONTACT

300 E State St, Redlands, CA 92373

Karin Elizabeth Horspool

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 25 Years

CONTACT

300 E State St, Redlands, CA 92373

Wally Dean Lighthouse

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 33 Years

CONTACT

348 E Sunset Dr N, Redlands, CA 92373

Wally Dean Lighthouse

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 33 Years

CONTACT

348 E Sunset Dr N, Redlands, CA 92373

Paul Martin Shimoff

Tax, International Tax, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 52 Years

CONTACT

Redlands, CA 92375

Thomas Harvey Mcpeters

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 64 Years

CONTACT

700 E Redlands Blvd, Redlands, CA 92373

Ann Herring

Estate Planning, Trusts, Wills & Probate, Tax

Status: In Good Standing Licensed: 35 Years

FREE CONSULTATION

CONTACT

Redlands, CA 92373

Elizabeth Joan Nelms

Trusts, Estate Planning

Status: In Good Standing Licensed: 34 Years

CONTACT

454 Cajon St, Redlands, CA 92373

800-923-0641

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LEGAL TERMS

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.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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).

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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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Sugarloaf Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Joseph L. Borrie

Walter Thomas Moore

J. David Horspool

Karin Elizabeth Horspool

Wally Dean Lighthouse

Wally Dean Lighthouse

Paul Martin Shimoff

Thomas Harvey Mcpeters

Ann Herring

Elizabeth Joan Nelms

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LEGAL TERMS

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

ENTITY

FINAL BENEFICIARY

BEQUEATH

PROBATE COURT

TRUSTEE POWERS

GRANTOR RETAINED INCOME TRUST

HOLOGRAPHIC WILL

TRUSTEE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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