Walnut Creek Trusts Lawyer, California

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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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Matthew B. Talbot

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 18 Years

FREE CONSULTATION

CONTACT

2033 N. Main St., Walnut Creek, CA 94596

Joseph Morrill

Litigation, Wills & Probate, Trusts, Estate, Elder Law

Status: In Good Standing

CONTACT

2175 N. California Blvd., Walnut Creek, CA 94596

Ruth Koller Burke

Estate, Trusts, Wills & Probate, Litigation, Elder Law

Status: In Good Standing

CONTACT

1460 Maria Lane, Suite 360, Walnut Creek, CA 94596

Williem Bard

Estate Planning, Insurance, Elder Law, Commercial Real Estate, Trusts

Status: In Good Standing Licensed: 35 Years

FREE CONSULTATION

CONTACT

500 Ygnacio Valley Rd., Walnut Creek, CA 94596

Kyle M Johnston

Wills, Trusts, Elder Law, Slip & Fall Accident

Status: In Good Standing Licensed: 15 Years

CONTACT

1331 N California Blvd, Walnut Creek, CA 94596

Jenifer Kuhn Leece

Trusts, Estate

Status: In Good Standing

CONTACT

2033 N Main St, Walnut Creek, CA 94596

Gabriela Beatrice Odell

Trusts, Workers' Compensation, Elder Law

Status: In Good Standing

CONTACT

1990 N California Blvd, Walnut Creek, CA 94596

Dan Lee Duree

Commercial Real Estate, Real Estate, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1535 N Main St, Walnut Creek, CA 94596

David Thomas Hornsby

Estate Planning, Personal Injury, Mass Torts, Trusts, Wills

Status: In Good Standing Licensed: 32 Years

CONTACT

800 S Broadway, Walnut Creek, CA 94596

Jay Suen

Trusts, Wrongful Termination, Contract, Medical Malpractice

Status: In Good Standing Licensed: 15 Years

CONTACT

1470 Maria Ln, Walnut Creek, CA 94596

800-923-0641

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LEGAL TERMS

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

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.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

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.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

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

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Matthew B. Talbot

Joseph Morrill

Ruth Koller Burke

Williem Bard

Kyle M Johnston

Jenifer Kuhn Leece

Gabriela Beatrice Odell

Dan Lee Duree

David Thomas Hornsby

Jay Suen

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRUST

SUMMARY PROBATE

DEATH TAXES

PETITION

DISTRIBUTEE

LIFE BENEFICIARY

ADMINISTRATRIX

INVENTORY

ABSTRACT OF TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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