Auburn Estate Planning Lawyer, California, page 4

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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
Working With Excellent Attorneys

Our goal is to have our core areas of practice rank among the top in the legal community.

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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2. Email
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Includes: Gift Taxation

Robert Logan

Wills & Probate, Trusts, Estate Planning, Business Organization

Status: In Good Standing

CONTACT

404 Natoma Street, Folsom, CA 95630

Michael Christopher Bennett

Landlord-Tenant, Trusts, Estate Planning, Personal Injury

Status: Suspended Licensed: 19 Years

CONTACT

3017 Douglas Blvd, Roseville, CA 95661

Frank Leonard Martorana

International, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 48 Years

CONTACT

3009 Douglas Blvd, Roseville, CA 95661

Ron F. Suggs

Wills & Probate, Estate Planning, Estate Planning, Estate, Adoption

Status: In Good Standing Licensed: 9 Years

CONTACT

6413 Puffin Ct, Rocklin, CA 95765

Jeb Burton

Estate Planning, International Tax, Contract, Elder Law, Trusts

Status: In Good Standing

CONTACT

3741 Douglas Blvd, Roseville, CA 95661

Caitlin Elizabeth Ross

Tax, Trusts, Gift Taxation, Bankruptcy

Status: In Good Standing Licensed: 25 Years

CONTACT

919 Reserve Dr, Roseville, CA 95678

Phillip E. Gibbons

Tax, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 49 Years

CONTACT

2520 Douglas Blvd, Roseville, CA 95661

Katharine Jo Shaw

Estate Planning, Business, Trusts, Estate, Wills

Status: In Good Standing Licensed: 19 Years

CONTACT

210 Grove St, Tahoe City, CA 96145

Jill Shannon Gregory

Trusts, Estate Planning

Status: In Good Standing Licensed: 28 Years

CONTACT

640 N. Lake Blvd., Tahoe City, CA 96145

Darrel Craig Rumley

Trusts, Estate Planning, Divorce, Bankruptcy

Status: In Good Standing

CONTACT

915 Highland Pointe Dr, Roseville, CA 95678

800-923-0641

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LEGAL TERMS

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.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

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.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

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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Auburn Estate Planning Lawyer, California, page 4

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Robert Logan

Michael Christopher Bennett

Frank Leonard Martorana

Ron F. Suggs

Jeb Burton

Caitlin Elizabeth Ross

Phillip E. Gibbons

Katharine Jo Shaw

Jill Shannon Gregory

Darrel Craig Rumley

TIPS

LEGAL TERMS

SPRINKLING TRUST

EXEMPTION TRUST

BEQUEATH

ABATEMENT

GENERATION-SKIPPING TRUST

HOLOGRAPHIC WILL

DISTRIBUTEE

TRUSTEE

REAL ESTATE AGENT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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