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Atascadero Estate Planning Lawyer, California

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Includes: Gift Taxation

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1-10 of 40 matches. Page 1 of 4  

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
Profile LAWPOINTS™20/100
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Alicia M. Gamez

Estate Planning, International Tax, Trusts, Estate, Wills
Status:  In Good Standing           
CONTACT
1410 Marsh Street, San Luis Obispo, CA 93401
Profile LAWPOINTS™32/100
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Anne Catherine Cyr

Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  31 Years
CONTACT
Los Osos, CA 93412
Profile LAWPOINTS™26/100
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Beau Sterling Davis

Tax, Gift Taxation
Status:  In Good Standing           Licensed:  14 Years
CONTACT
7191 Santa Ysabel Ave, Atascadero, CA 93422
Profile LAWPOINTS™26/100
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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
Profile LAWPOINTS™26/100
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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
Profile LAWPOINTS™26/100
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Bradley Stephen Cornelius

Wills, Trusts, Estate Planning, Child Support
Status:  In Good Standing           Licensed:  15 Years
CONTACT
975 Osos St, San Luis Obispo, CA 93401
Profile LAWPOINTS™36/100
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Brighton Kilian Hushing

Estate Planning, International Tax, Bankruptcy, Contract, Commercial Real Estate
Status:  In Good Standing           Licensed:  16 Years
CONTACT
Atascadero, CA 93423
Profile LAWPOINTS™36/100
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Craig Stephen Ainsworth

Trusts, Estate Planning, Business
Status:  In Good Standing           Licensed:  23 Years
CONTACT
1103 Johnson Ave, San Luis Obispo, CA 93401
Profile LAWPOINTS™36/100
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Dallas K Mosier

International Tax, Intellectual Property, Trusts, Estate Planning, Business
Status:  In Good Standing           
CONTACT
1410 Marsh Street, San Luis Obispo, CA 93401
Profile LAWPOINTS™36/100
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TIPS

Easily find Atascadero Estate Planning Lawyers and Atascadero Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

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.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

DEED OF TRUST

See trust deed.

NET ESTATE

The value of all property owned at death less liabilities or debts.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)
The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

FAMILY POT TRUST

See pot trust.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

CURATOR

See conservator.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)
Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

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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