Dodgertown Estate Planning Lawyer, California

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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

James M. Polish

Ethics, Estate Planning, Family Law, Corporate

Status: In Good Standing

CONTACT

444 S. Flower Street, Los Angeles, CA 90071

Yolanda Franco

Lawsuit, Estate Planning, Estate, Criminal

Status: In Good Standing Licensed: 23 Years

CONTACT

316 W 2Nd St, Los Angeles, CA 90012

Stacey A. Sullivan

Tax, Real Estate, Estate Planning, Business Organization

Status: In Good Standing Licensed: 28 Years

CONTACT

300 S Grand Ave, Los Angeles, CA 90071

Terrence M. Franklin

Litigation, Estate Administration, Wills & Probate, Estate Planning

Status: In Good Standing Licensed: 35 Years

CONTACT

350 S Grand Ave, Los Angeles, CA 90071

Thomas J. Johnston

Entertainment, Estate Planning, Family Law, Corporate

Status: In Good Standing Licensed: 24 Years

CONTACT

350 S Grand Ave, Los Angeles, CA 90071

Allan J. Graf

Real Estate, Estate Planning, Family Law, Corporate

Status: In Good Standing Licensed: 52 Years

CONTACT

515 S Flower St, Los Angeles, CA 90071

Carol Adele Bradford

Tax, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 35 Years

CONTACT

717 W Temple St, Los Angeles, CA 90012

Martin Joel Smith

Tax, International, Gift Taxation, Employment

Status: In Good Standing

CONTACT

333 S Hope St, Los Angeles, CA 90071

Nancy Elizabeth Howard

International, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

333 S Hope St, Los Angeles, CA 90071

Juan Jose Redin

Gift Taxation, Contract, Banking & Finance, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

Los Angeles, CA 90054

800-923-0641

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LEGAL TERMS

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

TITLE COMPANY

A company that issues title insurance.

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.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

CERTIFICATION OF TRUST

See abstract of trust.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

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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Dodgertown Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

James M. Polish

Yolanda Franco

Stacey A. Sullivan

Terrence M. Franklin

Thomas J. Johnston

Allan J. Graf

Carol Adele Bradford

Martin Joel Smith

Nancy Elizabeth Howard

Juan Jose Redin

TIPS

LEGAL TERMS

EXEMPTION TRUST

INCOMPETENCE

TITLE COMPANY

TRUST MERGER

LAPSE

CERTIFICATION OF TRUST

CONSERVATOR

INHERIT

INVESTOR

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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