Atascadero 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

Stephen K Hall

Health Care, Wills & Probate, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

756 Santa Rosa Street, San Luis Obispo, CA 93401

Jennifer Leigh Hayner

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 25 Years

CONTACT

6955 San Luis Ave, Atascadero, CA 93422

Brighton Kilian Hushing

Estate Planning, International Tax, Bankruptcy, Contract, Commercial Real Estate

Status: In Good Standing Licensed: 16 Years

CONTACT

Atascadero, CA 93423

Robert Maurice Jones

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: Inactive Licensed: 46 Years

CONTACT

Atascadero, CA 93423

Beau Sterling Davis

Tax, Gift Taxation

Status: In Good Standing Licensed: 14 Years

CONTACT

7191 Santa Ysabel Ave, Atascadero, CA 93422

Glen Robert Lewis

Real Estate, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 50 Years

CONTACT

5855 Capistrano Ave, Atascadero, CA 93422

Patricia Mccombs Scoles

Real Estate, Trusts, Estate Planning, Business & Trade

Status: In Good Standing

CONTACT

1104 Vine St, Paso Robles, CA 93446

Jesse Marco Hancox

Wills & Probate, Trusts, Estate Planning, Corporate

Status: In Good Standing Licensed: 11 Years

CONTACT

1111 Riverside Ave, Paso Robles, CA 93446

Thomas Joseph Madden

Estate Planning, International Tax, Commercial Real Estate, Trusts, Wills

Status: In Good Standing

CONTACT

1948 Spring St, Paso Robles, CA 93446

Bradford Paul Anderson

Real Estate, International, Gift Taxation, Business

Status: In Good Standing Licensed: 36 Years

CONTACT

One Grand Avenue, San Luis Obispo, CA 93407

800-923-0641

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LEGAL TERMS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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.

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.

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.

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.

PREDECEASED SPOUSE

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

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

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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Atascadero Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Stephen K Hall

Jennifer Leigh Hayner

Brighton Kilian Hushing

Robert Maurice Jones

Beau Sterling Davis

Glen Robert Lewis

Patricia Mccombs Scoles

Jesse Marco Hancox

Thomas Joseph Madden

Bradford Paul Anderson

TIPS

LEGAL TERMS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SWEARING MATCH

ANCILLARY PROBATE

GENERATION-SKIPPING TRUST

INHERIT

ACCUMULATION TRUST

TRUST DEED

PREDECEASED SPOUSE

SPENDTHRIFT TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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