Aguanga Estate Planning Lawyer, California

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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: Gift Taxation

Richard G. Haggart

Estate Planning, Civil Rights, Credit & Debt, Personal Injury

Status: In Good Standing Licensed: 42 Years

CONTACT

45120 Highway 79, Aguanga, CA 92536

Christopher Scolinos

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

7424 Rainbow Heights Rd, Fallbrook, CA 92028

Ronald Evan Doty

Commercial Real Estate, Landlord-Tenant, Estate Planning, Estate

Status: In Good Standing Licensed: 30 Years

CONTACT

1600 E Florida Ave, Hemet, CA 92544

Karl Dale Mowery

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 32 Years

CONTACT

464 S Palm Ave, Hemet, CA 92543

Bruce Shields Ross

Professional Responsibility, Dispute Resolution, Trusts, Estate Planning

Status: In Good Standing Licensed: 53 Years

CONTACT

52570 Idyllmont Rd, Idyllwild, CA 92549

Juliet Drucilla Grossman

Estate Planning, Criminal

Status: In Good Standing Licensed: 30 Years

CONTACT

30755 Auld Rd, Murrieta, CA 92563

Juliet Grossman

Estate Planning, Criminal

Status: In Good Standing Licensed: 30 Years

CONTACT

30755 Auld Rd, Murrieta, CA 92563

Gregory Charles Ashcraft

Estate Administration, Trusts, Estate Planning, Bankruptcy & Debt

Status: In Good Standing Licensed: 11 Years

CONTACT

29970 Technology Dr, Murrieta, CA 92563

Thomas Luis Behr

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 50 Years

CONTACT

27890 Clinton Keith Rd, Murrieta, CA 92562

Dustin James Wetton

International, Gift Taxation, Tax

Status: In Good Standing

CONTACT

38605 Calistoga Dr, Murrieta, CA 92563

800-923-0641

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LEGAL TERMS

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

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.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

DEED OF TRUST

See trust deed.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

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.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Aguanga Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Richard G. Haggart

Christopher Scolinos

Ronald Evan Doty

Karl Dale Mowery

Bruce Shields Ross

Juliet Drucilla Grossman

Juliet Grossman

Gregory Charles Ashcraft

Thomas Luis Behr

Dustin James Wetton

TIPS

LEGAL TERMS

ACCUMULATION TRUST

TRUST DEED

KINDRED

DEED OF TRUST

PREDECEASED SPOUSE

AB TRUST

CERTIFIED COPY

DISTRIBUTEE

TRUSTEE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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