Walnut Creek Trusts Lawyer, California, page 5

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Barbara Lee Ingram

Trusts, Estate, Family Law, Divorce & Family Law
Status:  Retired           Licensed:  32 Years

Bart J. Schenone

Estate, Trusts, Estate Planning, Elder Law, Estate Administration
Status:  Retired           Licensed:  50 Years

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Betty Y Jaw

Trusts, Estate, Family Law, Divorce & Family Law
Status:  In Good Standing           Licensed:  19 Years

Beverly Jayne Tafelski

Estate Planning, Trusts, Wills
Status:  In Good Standing           Licensed:  45 Years

Bing Ryan

Litigation, Lawsuit & Dispute, International, Trusts
Status:  In Good Standing           Licensed:  21 Years

Brandon Lee Spivack

Other, Tax, Trusts, Business
Status:  In Good Standing           Licensed:  13 Years

Brandon Lee Spivack

International, Trusts, Gift Taxation, Business
Status:  In Good Standing           

Brittany Marie Doyle

Family Law, Business, Trusts, Corporate
Status:  In Good Standing           Licensed:  7 Years

Brittany Anne Bulthuis

General Practice
Status:  In Good Standing           Licensed:  17 Years

Brooke Michelle Okland Feidy

Other, Trusts, Estate
Status:  In Good Standing           Licensed:  8 Years

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LEGAL TERMS

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.

IRREVOCABLE TRUST

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

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)
A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

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.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)
To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

TESTAMENTARY TRUST

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

CURATOR

See conservator.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)
A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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. ...