Ukiah Estate Planning Lawyer, California

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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

James R. Mayo

Estate Planning, Estate

Status: In Good Standing Licensed: 49 Years

CONTACT

Ukiah, CA 95482

Robert Charles Smith

Wills, Trusts, Estate Planning, Criminal

Status: In Good Standing Licensed: 12 Years

CONTACT

175 S School St, Ukiah, CA 95482

Jeanne Marie Dejong

Estate Planning, Trusts, Wills & Probate, Estate

Status: In Good Standing Licensed: 10 Years

CONTACT

532 S. Main St., Ukiah, CA 95482

Myrna Lee Oglesby

Trusts, Gift Taxation, Estate Planning, Estate

Status: In Good Standing Licensed: 41 Years

CONTACT

533 S Main St, Calpella, CA 95482

David Eugene Nelson

Wills, Trusts, Estate Planning, Environmental Law

Status: Inactive

CONTACT

100 N State St, Calpella, CA 95482

Alexander Christian Rich

Estate Planning, Contract, Elder Law, Federal Appellate Practice, Environmental Law

Status: In Good Standing Licensed: 11 Years

CONTACT

305 N Main St, Ukiah, CA 95482

Brian Charles Carter

Estate Planning, Environmental Law, Commercial Real Estate, Business, Trusts

Status: In Good Standing Licensed: 36 Years

CONTACT

305 N Main St, Ukiah, CA 95482

Charlotte Elizabeth Scott

Estate Planning, Natural Resources, Elder Law, Trusts, Estate

Status: In Good Standing Licensed: 21 Years

CONTACT

501 Low Gap Road, Calpella, CA 95482

Colin Morrow

Landlord-Tenant, Estate Planning, Family Law, Business & Trade

Status: In Good Standing

CONTACT

305 North Main Street, Ukiah, CA 95482

Chandra Marie Apperson

Gift Taxation, Bankruptcy

Status: In Good Standing Licensed: 17 Years

CONTACT

Redwood Valley, CA 95470

800-923-0641

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LEGAL TERMS

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

TITLE COMPANY

A company that issues title insurance.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

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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Ukiah Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

James R. Mayo

Robert Charles Smith

Jeanne Marie Dejong

Myrna Lee Oglesby

David Eugene Nelson

Alexander Christian Rich

Brian Charles Carter

Charlotte Elizabeth Scott

Colin Morrow

Chandra Marie Apperson

TIPS

LEGAL TERMS

BANKRUPTCY ESTATE

ACCUMULATION TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

TITLE COMPANY

SECONDARY MEANING

QTIP TRUST

POWER OF APPOINTMENT

TRUST MERGER

RULE AGAINST PERPETUITIES

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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