Walnut Creek Trusts Lawyer, California, page 5

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Amiel Wade
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Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
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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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Robert Alan Belzer

Real Estate, Trusts, Estate, Business

Status: In Good Standing Licensed: 56 Years

CONTACT

1600 S Main St, Walnut Creek, CA 94596

Patricia Kersten Andersson

International, Trusts, Estate

Status: In Good Standing Licensed: 47 Years

CONTACT

1600 S Main St, Walnut Creek, CA 94596

Kelly Ann Kilkenny

Estate, Trusts, Wills & Probate, Estate Planning

Status: In Good Standing Licensed: 36 Years

CONTACT

1600 S Main St, Walnut Creek, CA 94596

Alan Jack Silver

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

1600 S Main St, Walnut Creek, CA 94596

Samuel Leopold Welles

Trusts

Status: In Good Standing

CONTACT

1600 S Main St, Walnut Creek, CA 94596

Robert Paul Rich

Other, Real Estate, Litigation, Trusts

Status: In Good Standing Licensed: 42 Years

CONTACT

1600 S Main St, Walnut Creek, CA 94596

Jennifer M Khait

Trusts

Status: In Good Standing Licensed: 13 Years

CONTACT

1330 N Broadway, Walnut Creek, CA 94596

Michelle Domingo

Real Estate, Litigation, Wills, Trusts

Status: In Good Standing Licensed: 11 Years

CONTACT

1501 N Broadway, Walnut Creek, CA 94596

Kristen Amato Tabone

Trusts, Wills

Status: In Good Standing Licensed: 3 Years

CONTACT

1501 N Broadway, Walnut Creek, CA 94596

Lara Janine Heisler

Litigation, Wills & Probate, Trusts, Elder Law

Status: In Good Standing Licensed: 28 Years

CONTACT

961 Ygnacio Valley Rd, Walnut Creek, CA 94596

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.

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.

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.

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.

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.'

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.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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).

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Walnut Creek Trusts Lawyer, California, page 5

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Robert Alan Belzer

Patricia Kersten Andersson

Kelly Ann Kilkenny

Alan Jack Silver

Samuel Leopold Welles

Robert Paul Rich

Jennifer M Khait

Michelle Domingo

Kristen Amato Tabone

Lara Janine Heisler

TIPS

LEGAL TERMS

TESTAMENTARY TRUST

BANKRUPTCY ESTATE

TRUST MERGER

HOLOGRAPHIC WILL

BEQUEATH

TRUST DEED

GRANTOR

SUMMARY PROBATE

PER CAPITA

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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