Yolo Wills & Probate Lawyer, California

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Includes: Estate Administration, Living Wills, Wills

Michael R. Kelly Lawyer

Michael R. Kelly

VERIFIED
Estate Planning, Commercial Real Estate, Trusts, Estate, Wills

At Miner & Kelly, our mission is to protect and assert client’s rights while guiding them through the legal process, to provide excellent personal s... (more)

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800-954-5781

William D. Kopper

Wills & Probate, Collaborative Law, Family Law, Corporate
Status:  In Good Standing           

Irving B. Joseph

Wills, Wills & Probate, Corporate, Contract
Status:  In Good Standing           

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Craig Lundgren

Construction, Immigration, Wills & Probate, Bankruptcy
Status:  In Good Standing           

Mark Steven Drobny

Wills & Probate, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  44 Years

Graham Barton Mcdougal

Wills, Wills & Probate, Trusts, Corporate, Business
Status:  In Good Standing           Licensed:  26 Years

Michelle A Cavalari

Wills & Probate, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  13 Years

Colin Tobias Smith

Wills & Probate, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  17 Years

Emily A Foehr

Wills & Probate, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  14 Years

Robert Alan Gladden

Litigation, Dispute Resolution, Wills, Trusts
Status:  In Good Standing           Licensed:  32 Years

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LEGAL TERMS

CREDIT SHELTER TRUST

See AB trust.

FUNDING A TRUST

Transferring ownership of property to a trust.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)
A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

HEIR APPARENT

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

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)
The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)
A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

GRANTOR

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

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.—. 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). ...