Altadena Trusts Lawyer, California, page 5

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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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Shelley Rann Meacham

Trusts

Status: In Good Standing Licensed: 30 Years

CONTACT

1571 Loma Vista St, La Canada Flintridge, CA 91104

Catherine Ken

Estate Planning, Business, Trusts, Estate, Wills

Status: In Good Standing Licensed: 28 Years

CONTACT

805 W Duarte Rd, Arcadia, CA 91007

William Frederick Tisch

Real Estate, Traffic, Trusts, Criminal

Status: In Good Standing Licensed: 55 Years

CONTACT

5264 Stardust Rd, La Canada Flintridge, CA 91011

Robert William D'Angelo

Tax, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

301 N Lake Ave, Pasadena, CA 91101

Spencer David Walch

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 28 Years

CONTACT

301 N Lake Ave, La Canada Flintridge, CA 91101

Jonathan David Primuth

Litigation, Trusts, Employment Discrimination, Personal Injury

Status: In Good Standing

CONTACT

155 N Lake Ave, La Canada Flintridge, CA 91101

James Alan Hagan

Litigation, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

215 N Marengo Ave, La Canada Flintridge, CA 91101

Margaret Elizabeth Lennon

Tax, International Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 38 Years

CONTACT

131 N El Molino Ave, La Canada Flintridge, CA 91101

Valerie Jorgensen Merritt

Tax, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 47 Years

CONTACT

131 N El Molino Ave, La Canada Flintridge, CA 91101

Kristen Lynn Terranova

Trusts, Estate

Status: In Good Standing Licensed: 18 Years

CONTACT

131 N El Molino Ave, Pasadena, CA 91101

800-923-0641

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LEGAL TERMS

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.

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.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

LIFE BENEFICIARY

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

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.'

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

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.

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.

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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Altadena Trusts Lawyer, California, page 5

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Shelley Rann Meacham

Catherine Ken

William Frederick Tisch

Robert William D'Angelo

Spencer David Walch

Jonathan David Primuth

James Alan Hagan

Margaret Elizabeth Lennon

Valerie Jorgensen Merritt

Kristen Lynn Terranova

TIPS

LEGAL TERMS

SUMMARY PROBATE

ACCUMULATION TRUST

GRANTOR RETAINED INCOME TRUST

INCOMPETENCE

LIFE BENEFICIARY

ABSTRACT OF TRUST

QTIP TRUST

ENTITY

EXECUTOR

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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