Auburn Trusts Lawyer, California, page 2

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David E. Castro
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Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
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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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Dylan Ann Hendricks

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 14 Years

CONTACT

563 Brunswick Rd, Grass Valley, CA 95945

Richard Michael Hawkins

Landlord-Tenant, Trusts, Estate Planning, Felony

Status: In Good Standing

CONTACT

563 Brunswick Rd, Grass Valley, CA 95945

Barry Wade Pruett

Federal Appellate Practice, Election & Political, Trusts, Civil & Human Rights

Status: In Good Standing Licensed: 19 Years

CONTACT

563 Brunswick Road, Grass Valley, CA 95945

Denise Lynette Esrey

Trusts

Status: In Good Standing Licensed: 34 Years

CONTACT

14338 Highway 49, Grass Valley, CA 95949

Edward Warren Goodson

Wills, Trusts, Estate Planning, Criminal

Status: In Good Standing Licensed: 29 Years

CONTACT

100 El Dorado St, Auburn, CA 95603

Allison L Harvey

Trusts, Estate Planning, Workers' Compensation, Contract, Administrative Law

Status: In Good Standing Licensed: 17 Years

CONTACT

195 Cherry Ave, Auburn, CA 95603

Richard Edward Keene

Trusts, Estate, Business

Status: In Good Standing Licensed: 32 Years

CONTACT

1101 Sutton Way, Grass Valley, CA 95945

Erik M. Aanestad

Landlord-Tenant, Wills, Trusts, Elder Law

Status: In Good Standing Licensed: 16 Years

CONTACT

430 S. Auburn Street, Grass Valley, CA 95945

Tiffani C. Aanestad

Trusts, Estate Planning, Guardianships & Conservatorships, Criminal

Status: In Good Standing Licensed: 21 Years

CONTACT

430 S Auburn St, Grass Valley, CA 95945

Tiffani Celina Aanestad

International, Trusts, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing Licensed: 21 Years

CONTACT

430 S Auburn St, Grass Valley, CA 95945

800-923-0641

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LEGAL TERMS

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

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.'

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent 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.

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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Auburn Trusts Lawyer, California, page 2

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Dylan Ann Hendricks

Richard Michael Hawkins

Barry Wade Pruett

Denise Lynette Esrey

Edward Warren Goodson

Allison L Harvey

Richard Edward Keene

Erik M. Aanestad

Tiffani C. Aanestad

Tiffani Celina Aanestad

TIPS

LEGAL TERMS

AUGMENTED ESTATE

KINDRED

INVENTORY

TESTAMENTARY TRUST

QDOT TRUST

INTESTATE SUCCESSION

BEQUEATH

ALTERNATE BENEFICIARY

TRUSTEE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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