Coloma Estate Planning Lawyer, California

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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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Includes: Gift Taxation

Preston A. Marx

✓ VERIFIED

Estate, Estate Planning, Trusts, Estate Administration, Elder Law

I am tremendously proud of the impact that I have made in helping my clients by providing quality estate planning and trust administration services. I... (more)

CONTACT

530-537-2915

11641 Blocker Dr, Auburn, CA 95603

Scott D. Christensen

Estate Planning, Family Law, Litigation, Real Estate

Status: In Good Standing

CONTACT

500 Auburn-Folsom Road, Auburn, CA 95603

Timothy Allen Charshaf

Corporate, Business Organization, Estate Planning, Family Law

Status: In Good Standing

CONTACT

4359 Town Center Boulevard, El Dorado Hills, CA 95762

Anthony Lee Graupensperger

Tax, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

1300 Lincoln Way, Auburn, CA 95603

Timothy A. Brisson

Patent, Intellectual Property, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

340 Grass Valley Highway, Auburn, CA 95603

Brian Bordelon Lewis

Juvenile Law, Estate Planning, International Tax, Federal Appellate Practice, DUI-DWI

Status: Inactive Licensed: 51 Years

CONTACT

11675 Inverness Way, Auburn, CA 95602

David Joseph Plewa

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 37 Years

CONTACT

23895 Lakeview Ct, Auburn, CA 95602

Margaret Heiser Fulton

Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 47 Years

CONTACT

1 California 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

Edward Warren Goodson

Wills, Trusts, Estate Planning, Criminal

Status: In Good Standing Licensed: 29 Years

CONTACT

100 El Dorado St, Auburn, CA 95603

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.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

MARITAL LIFE ESTATE TRUST

See AB trust.

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

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.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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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Coloma Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Preston A. Marx

Scott D. Christensen

Timothy Allen Charshaf

Anthony Lee Graupensperger

Timothy A. Brisson

Brian Bordelon Lewis

David Joseph Plewa

Margaret Heiser Fulton

Allison L Harvey

Edward Warren Goodson

TIPS

LEGAL TERMS

AUGMENTED ESTATE

BENEFICIARY

MARITAL LIFE ESTATE TRUST

RULE AGAINST PERPETUITIES

HEIR AT LAW

FAMILY ALLOWANCE

TRUST MERGER

BYPASS TRUST

ANCILLARY PROBATE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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