Downey 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
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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

Richard Maximilian Lehn

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 56 Years

CONTACT

9530 E Imperial Hwy, Downey, CA 90242

Richard Anton Lehn

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 56 Years

CONTACT

9530 E Imperial Hwy, Downey, CA 90242

John Edward James

Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 48 Years

CONTACT

12800 Center Court Dr, Artesia, CA 90703

Cindy Strom Arellano

International, Gift Taxation, Employee Rights, Business

Status: In Good Standing Licensed: 31 Years

CONTACT

12800 Center Court Dr, Artesia, CA 90703

Neil Jindas Shah

Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

12658 Cisneros Ln, Santa Fe Springs, CA 90670

Michael C. Denlinger

Tax, Gift Taxation

Status: In Good Standing Licensed: 37 Years

CONTACT

7309 Shady Oak Dr, Downey, CA 90240

Robert Jan Suhajda

Gift Taxation, Tax

Status: In Good Standing Licensed: 22 Years

CONTACT

17721 Norwalk Blvd, Artesia, CA 90701

Kimberly Christine Ludwin

Other, Internet, Estate Planning, Corporate

Status: In Good Standing Licensed: 15 Years

CONTACT

12800 Center Court Dr, Artesia, CA 90703

Marie Alice Cioth

Private Schools, Trusts, Estate Planning, Partnerships

Status: In Good Standing Licensed: 33 Years

CONTACT

12800 Center Court Dr, Cerritos, CA 90703

800-923-0641

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LEGAL TERMS

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

SURROGATE COURT

See probate court.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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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Downey Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Richard Maximilian Lehn

Richard Anton Lehn

John Edward James

Cindy Strom Arellano

Neil Jindas Shah

Michael C. Denlinger

Robert Jan Suhajda

Kimberly Christine Ludwin

Marie Alice Cioth

TIPS

LEGAL TERMS

GROSS ESTATE

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

SURROGATE COURT

PERSONAL PROPERTY

STATUTORY SHARE

TRUST CORPUS

PROBATE

TRUST MERGER

HEIR APPARENT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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