Cloverdale Trusts Lawyer, California

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Amiel Wade
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Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
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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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Mary Payne Sink

Trusts, Estate, Business

Status: In Good Standing Licensed: 48 Years

CONTACT

144 S Cloverdale Blvd, Cloverdale, CA 95425

Thomas Reed Sink

Trusts, Gift Taxation, Estate Planning, Elder Law

Status: In Good Standing Licensed: 40 Years

CONTACT

144 S Cloverdale Blvd, Cloverdale, CA 95425

Maria Grace Wilson

Lawsuit & Dispute, Visa, Trusts, Estate

Status: Retired Licensed: 32 Years

CONTACT

626 Brown St, Healdsburg, CA 95448

Matthew Howard Welty

Lawsuit & Dispute, Trusts, Mass Torts

Status: In Good Standing Licensed: 18 Years

CONTACT

141 North St, Healdsburg, CA 95448

Gail Elizabeth Jonas

Trusts, Estate, Family Law

Status: In Good Standing Licensed: 47 Years

CONTACT

521 Brown St, Healdsburg, CA 95448

Maureen Anne Berry

Trusts, Estate

Status: In Good Standing Licensed: 29 Years

CONTACT

Cazadero, CA 95421

Gary James Passarino

Landlord-Tenant, Visa, Trusts, Estate

Status: Inactive Licensed: 50 Years

CONTACT

314 Plaza St, Healdsburg, CA 95448

Edwin Ward Wilson

Other, Government, Trusts, Unfair Labor Practices

Status: In Good Standing Licensed: 52 Years

CONTACT

420 Hudson St, Healdsburg, CA 95448

Debra Spotts Blum

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 40 Years

CONTACT

5716 Main St, Kelseyville, CA 95451

Mary Margaret Heare Amodio

Estate Planning, Bankruptcy, Contract, Elder Law, Trusts

Status: In Good Standing

CONTACT

Lakeport, CA 95453

800-923-0641

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LEGAL TERMS

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

CURATOR

See conservator.

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.

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.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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.'

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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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Cloverdale Trusts Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Mary Payne Sink

Thomas Reed Sink

Maria Grace Wilson

Matthew Howard Welty

Gail Elizabeth Jonas

Maureen Anne Berry

Gary James Passarino

Edwin Ward Wilson

Debra Spotts Blum

Mary Margaret Heare Amodio

TIPS

LEGAL TERMS

TRUSTEE POWERS

FINAL BENEFICIARY

CURATOR

REAL ESTATE AGENT

PER STIRPES

AB TRUST

BEQUEATH

LIFE BENEFICIARY

GENERATION-SKIPPING TRANSFER TAX

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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