Big Creek Estate Planning Lawyer, California

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Includes: Gift Taxation

Jarrod Masahiko Kiyuna

Tax, International, Trusts, Gift Taxation
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  19 Years

Jeffrey Brian Pape

Other, Tax, Trusts, Gift Taxation, Business
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Bryan Neil Wagner

Real Estate, International, Gift Taxation, Business
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  40 Years

Jared Reed Callister

Tax, Real Estate, Trusts, Gift Taxation, Contract
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Robert Goodman Fishman

Tax, Industry Specialties, Trusts, Gift Taxation
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

W. F. Docker

Estate Planning, Transactions, Trusts
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Vreeland Osborn Jones

Corporate, International Tax, Health Care Other, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Eric Paul Myers

Tax, Gift Taxation
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  24 Years

Richard Michael Aaron

Estate Planning, Business, Trusts, Estate, Wills
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

James Frederick Wagner

International, Trusts, Gift Taxation, Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  70 Years

Free Help: Use This Form or Call 800-943-8690

Member Representative

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

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LEGAL TERMS

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)
For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

MARITAL LIFE ESTATE TRUST

See AB trust.

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.

DEED OF TRUST

See trust deed.

SURROGATE COURT

See probate court.

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.

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.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)
An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

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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