Summerland 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

Stephen W. Erickson

Internet, Estate Planning, Employment, Contract

Status: In Good Standing Licensed: 26 Years

CONTACT

427 E Carrillo St, Santa Barbara, CA 93101

Christopher Carl Jones

International Tax, Estate Planning, Estate, Business & Trade

Status: Inactive Licensed: 52 Years

CONTACT

427 E Carrillo St, Santa Barbara, CA 93101

Paul A Graziano

Class Action, International Tax, Estate Planning, Workers' Compensation, Civil Rights

Status: In Good Standing Licensed: 43 Years

CONTACT

317 E Carrillo St, Santa Barbara, CA 93101

Philip Wylie Marking

Trusts, Gift Taxation, Estate, Employee Rights

Status: In Good Standing Licensed: 58 Years

CONTACT

222 E Carrillo St, Santa Barbara, CA 93101

James Edwin Davidson

International, Trusts, Gift Taxation, Estate

Status: Inactive Licensed: 56 Years

CONTACT

222 E Carrillo St, Santa Barbara, CA 93101

Tomas Abraham Castelo

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

232 E Anapamu St, Santa Barbara, CA 93101

Steven August Jung

Trusts, Estate Planning, Estate, Divorce & Family Law

Status: In Good Standing Licensed: 42 Years

CONTACT

1021 Anacapa St, Santa Barbara, CA 93101

George Gary Short

Tax, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 50 Years

CONTACT

1021 Anacapa St, Santa Barbara, CA 93101

Alexander Edward Saunders

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 17 Years

CONTACT

15 W Carrillo St, Santa Barbara, CA 93101

Lani Meanley Collins

Estate Planning, Workers' Compensation, International Tax, Bankruptcy, Discrimination

Status: In Good Standing

CONTACT

213 W Canon Perdido St, Santa Barbara, CA 93101

800-923-0641

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LEGAL TERMS

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.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

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.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

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.

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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Summerland Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Stephen W. Erickson

Christopher Carl Jones

Paul A Graziano

Philip Wylie Marking

James Edwin Davidson

Tomas Abraham Castelo

Steven August Jung

George Gary Short

Alexander Edward Saunders

Lani Meanley Collins

TIPS

LEGAL TERMS

AB TRUST

POUR-OVER WILL

MINERAL RIGHTS

INVENTORY

SURVIVING SPOUSE'S TRUST

SUCCESSOR TRUSTEE

CHARITABLE TRUST

TRUST DEED

FINAL BENEFICIARY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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