Atascadero Estate Planning Lawyer, California

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Amiel Wade
About | Practice Areas
Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
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888-909-9430
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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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

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

Robert Maurice Jones

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: Inactive Licensed: 46 Years

CONTACT

Atascadero, CA 93423

Brighton Kilian Hushing

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

Status: In Good Standing Licensed: 16 Years

CONTACT

Atascadero, CA 93423

Geraldine Elizabeth Champion

Trusts, Estate Planning, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 34 Years

CONTACT

Avila Beach, CA 93424

Skye M F Christakos

International, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 13 Years

CONTACT

Los Osos, CA 93412

Jonathan Ian Miller

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 30 Years

CONTACT

1330 Las Encinas Dr, Los Osos, CA 93402

Anne Catherine Cyr

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 31 Years

CONTACT

Los Osos, CA 93412

800-923-0641

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LEGAL TERMS

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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.

CURATOR

See conservator.

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.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

SURROGATE COURT

See probate court.

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.

PREDECEASED SPOUSE

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

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

Wade Law Group

SPONSORED LAWYERS

Stephen K Hall

Jennifer Leigh Hayner

Beau Sterling Davis

Glen Robert Lewis

Robert Maurice Jones

Brighton Kilian Hushing

Geraldine Elizabeth Champion

Skye M F Christakos

Jonathan Ian Miller

Anne Catherine Cyr

TIPS

LEGAL TERMS

TRUSTEE POWERS

INTER VIVOS TRUST

DISINHERIT

CURATOR

ACCUMULATION TRUST

SPECIAL ADMINISTRATOR

SURROGATE COURT

ESTATE TAXES

PREDECEASED SPOUSE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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