Felton Estate Planning Lawyer, California

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Dutch Meyer
About | Practice Areas
Monterey Peninsula Law Inc.
31 Upper Ragsdale Dr. Suite 3 Monterey, CA 93940» view map
Estate and Landlord-Tenant Law
Serving The Monterey Bay Area

Monterey Peninsula Law Inc. is devoted to our clients. We have a team of attorneys who are knowledgeable, expedient, and meticulous about details.

831-444-6637
1. Dutch Meyer Monterey, CA
  Attorney at Law- CA
  Monterey College of Law, J.D.
2. AboutMonterey Peninsula Law Inc.
  Serving The Monterey Bay Area
3. Practice AreasExpertise
  Estate
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Includes: Gift Taxation

Brent Nicholas Ventura

Personal Injury, Estate Planning, Car Accident, Wrongful Death

Status: In Good Standing

CONTACT

236 Los Gatos Boulevard, Los Gatos, CA 95030

Martin D Dermer

Estate Planning, Personal Injury, Wills & Probate, Tax

Status: In Good Standing

CONTACT

15720 Winchester Blvd., Los Gatos, CA 95030

Timothy J. Morgan

Election & Political, Wills & Probate, Estate Planning, Family Law

Status: In Good Standing Licensed: 51 Years

CONTACT

121 Jewell St, Santa Cruz, CA 95060

Steven D Penrose

Litigation, Wills, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

1200 Pacific Ave, Santa Cruz, CA 95060

Joseph G. Haselton

Litigation, Estate Planning, Corporate, Personal Injury

Status: In Good Standing Licensed: 37 Years

CONTACT

2425 Porter St, Soquel, CA 95073

Burl Stanley Polon

Gift Taxation, Credit & Debt, Bankruptcy, Bankruptcy & Debt

Status: In Good Standing Licensed: 44 Years

CONTACT

2805 Porter St, Soquel, CA 95073

Carol Ainley Bjorn

Tax, Gift Taxation, Civil Rights

Status: Inactive Licensed: 24 Years

CONTACT

433 Amigo Rd, Soquel, CA 95073

Carol Ainley Bjorn

Tax, Gift Taxation, Civil Rights

Status: Inactive Licensed: 24 Years

CONTACT

433 Amigo Rd, Soquel, CA 95073

Dan Thomas Jett

Wills, Trusts, Gift Taxation, Business

Status: Inactive Licensed: 44 Years

CONTACT

106 Culligan Ct, Boulder Creek, CA 95006

Lucille Des Jardins

Trusts, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing

CONTACT

555 Soquel Avenue, Santa Cruz, CA 95062

800-923-0641

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LEGAL TERMS

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

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.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

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.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

LIFE BENEFICIARY

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

KINDRED

Under some state's probate codes, all relatives of a deceased person.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

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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Felton Estate Planning Lawyer, California

Sponsored Law Firm

Monterey Peninsula Law Inc.

SPONSORED LAWYERS

Brent Nicholas Ventura

Martin D Dermer

Timothy J. Morgan

Steven D Penrose

Joseph G. Haselton

Burl Stanley Polon

Carol Ainley Bjorn

Carol Ainley Bjorn

Dan Thomas Jett

Lucille Des Jardins

TIPS

LEGAL TERMS

ESTATE PLANNING

REAL ESTATE AGENT

DEATH TAXES

TRUST MERGER

ABSTRACT OF TRUST

SWEARING MATCH

LIFE BENEFICIARY

KINDRED

IN TERROREM

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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