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Beau Correia
About | Practice Areas
Law Office of Beau Correia
P.O. Box 1351 Los Banos, CA 93635» view map
Estate Law
Orderly & Cost-Effective Representation

Mr. Correia’s professionalism and caring demeanor sets him apart as a comforting but strong advocate for his clients and their families.

800-910-3620
1. Beau Correia Los Banos, CA
  Attorney at Law - CA, 2012
  University of the Pacific J.D. 2012
2. AboutLaw Office of Beau Correia
  Mr. Correia sincerely enjoys the special relationships he develops with clients.
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

Colleen Van Egmond

✓ VERIFIED

Estate Planning, Trusts, Wills & Probate, Business, Corporate

Colleen Van Egmond is an accomplished lawyer that has extensive legal experience in business planning, business litigation, estate planning, estate li... (more)

FREE CONSULTATION

CONTACT

800-925-4951

1207 I Street, Modesto, CA 95354

Ben Roberts

Estate Planning, Elder Law, Constitutional Law, Banking & Finance

Status: In Good Standing

FREE CONSULTATION

CONTACT

821 13th Street, Modesto, CA 95354

Gary S. Davis

Mediation, Estate Planning, Transactions, Personal Injury

Status: In Good Standing

CONTACT

912 11th Street, Modesto, CA 95354

Christy Sue Brown

Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 24 Years

CONTACT

Empire, CA 95319

Mark Johnson

Estate Planning, International Tax, Car Accident, Admiralty & Maritime, Family Law

Status: In Good Standing Licensed: 19 Years

CONTACT

1624 K St, Merced, CA 95340

Thomas Marshall Curry

Estate Planning, Personal Injury, Mass Torts, Trusts, Wills

Status: In Good Standing

CONTACT

728 W 19Th St, Merced, CA 95340

Robert Thomas Haden

Real Estate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 44 Years

CONTACT

2241 N St, Merced, CA 95340

Richard Timothy Marchini

Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 16 Years

CONTACT

Merced, CA 95344

Mason Lee Brawley

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

2039 Canal St, Merced, CA 95340

Lawrence Creighton King

Trusts, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 33 Years

CONTACT

510 W 21St St, Merced, CA 95340

800-923-0641

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LEGAL TERMS

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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.

TESTAMENTARY TRUST

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

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.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

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.

SURROGATE COURT

See probate court.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

FUNDING A TRUST

Transferring ownership of property to a trust.

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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Denair Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Beau Correia

SPONSORED LAWYERS

Colleen Van Egmond

Ben Roberts

Gary S. Davis

Christy Sue Brown

Mark Johnson

Thomas Marshall Curry

Robert Thomas Haden

Richard Timothy Marchini

Mason Lee Brawley

Lawrence Creighton King

TIPS

LEGAL TERMS

INTER VIVOS TRUST

AB TRUST

TESTAMENTARY TRUST

CONTINGENT BENEFICIARY

RESIDUARY BENEFICIARY

INVENTORY

SURROGATE COURT

SPENDTHRIFT TRUST

FUNDING A TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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