Walnut Creek Wills & Probate Lawyer, California, page 2

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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: Estate Administration, Living Wills, Wills

Bart J. Schenone

Estate, Trusts, Estate Planning, Elder Law, Estate Administration

Status: Retired Licensed: 50 Years

FREE CONSULTATION

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140 Town & Country Dr, Danville, CA 94526

Beverly Jayne Tafelski

Estate Planning, Trusts, Wills

Status: In Good Standing Licensed: 45 Years

CONTACT

2121 N California Blvd, Walnut Creek, CA 94596

Bruce Adrian Last

Wills, Trusts, Divorce, Bankruptcy

Status: In Good Standing

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3478 Buskirk Ave, Pleasant Hill, CA 94523

C. Angela De La Housaye

Contract, Litigation, Wills & Probate, Business

Status: In Good Standing

CONTACT

1655 N. Main Street, Walnut Creek, CA 94596

Carole Marie Bosch

Entertainment, Wills & Probate, Employment, Accident & Injury

Status: In Good Standing Licensed: 19 Years

CONTACT

4100 Redwood Rd, Oakland, CA 94619

Carolyn Elizabeth Henel

Wills, Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 28 Years

CONTACT

1999 Harrison St, Oakland, CA 94612

Carolyn Collins

Elder Law, Trusts, Wills

Status: In Good Standing Licensed: 51 Years

CONTACT

6114 La Salle Ave, Oakland, CA 94611

Cathleen A. Crane

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 11 Years

CONTACT

1925 Blackstone Dr, Walnut Creek, CA 94598

Cathy E Nelson

Litigation, Wills, Trusts, Family Law

Status: In Good Standing

CONTACT

140 Town & Country Dr, Danville, CA 94526

Cecilia Andrea Rinaldi Thiollier

General Practice

Status: In Good Standing Licensed: 8 Years

CONTACT

2175 N California Blvd, Walnut Creek, CA 94596

800-923-0641

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LEGAL TERMS

FUNDING A TRUST

Transferring ownership of property to a trust.

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.

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.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

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.

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.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

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.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Walnut Creek Wills & Probate Lawyer, California, page 2

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Bart J. Schenone

Beverly Jayne Tafelski

Bruce Adrian Last

C. Angela De La Housaye

Carole Marie Bosch

Carolyn Elizabeth Henel

Carolyn Collins

Cathleen A. Crane

Cathy E Nelson

Cecilia Andrea Rinaldi Thiollier

TIPS

LEGAL TERMS

FUNDING A TRUST

SUMMARY PROBATE

POUR-OVER WILL

ESTATE TAXES

ENTITY

RULE AGAINST PERPETUITIES

DISTRIBUTEE

INHERIT

DISINHERIT

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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