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David E. Castro
About | Practice Areas
Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
Accident & Injury Law
Your Local, Legal Professionals

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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Includes: Gift Taxation

Mark Conway Morris

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 41 Years

CONTACT

451 A St, San Diego, CA 92101

Chandara Diep

International Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 11 Years

CONTACT

303 A St, San Diego, CA 92101

Kristina A Hancock

Tax, Gift Taxation, Non-profit

Status: In Good Standing Licensed: 34 Years

CONTACT

101 W Broadway, San Diego, CA 92101

Marshal A Scarr

Commercial Real Estate, Real Estate, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 41 Years

CONTACT

402 W Broadway, San Diego, CA 92101

Danielle Carrie Humphries

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 23 Years

CONTACT

600 W Broadway, San Diego, CA 92101

Brian A Mason

Wills, Trusts, Estate Planning, Bankruptcy

Status: In Good Standing

CONTACT

701 B Street, San Diego, CA 92101

Julia Carol Hambleton Perkins

Other, Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 23 Years

CONTACT

8080 La Mesa Blvd, La Mesa, CA 91942

Allison Decelles Hebl Soares

Tax, Real Estate, International Tax, Gift Taxation, Business

Status: In Good Standing Licensed: 16 Years

CONTACT

3170 4th Ave, San Diego, CA 92103

Kirk Holden Riley

Estate Planning, International Tax, Administrative Law, Trusts, Wills

Status: In Good Standing Licensed: 49 Years

CONTACT

La Mesa, CA 91944

Joshua Dean Maxwell

Tax, International, Immigration, Gift Taxation

Status: In Good Standing Licensed: 16 Years

CONTACT

3465 Camino Del Rio S, San Diego, CA 92108

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.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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.

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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Bonita Estate Planning Lawyer, California, page 4

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Mark Conway Morris

Chandara Diep

Kristina A Hancock

Marshal A Scarr

Danielle Carrie Humphries

Brian A Mason

Julia Carol Hambleton Perkins

Allison Decelles Hebl Soares

Kirk Holden Riley

Joshua Dean Maxwell

TIPS

LEGAL TERMS

SPRINKLING TRUST

TRUST MERGER

RULE AGAINST PERPETUITIES

LIVING TRUST

LETTERS TESTAMENTARY

TRUST DEED

CONTINGENT BENEFICIARY

SPECIFIC BEQUEST

INTESTATE SUCCESSION

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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