Fresno Estate Planning Lawyer, California, page 4

Sponsored Law Firm

x
Click For More Info:

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
1. Contact
2. Email
3. Refer
5. Visit:
6. Website
7. Profile

Includes: Gift Taxation

Harold H Bolen

Real Estate, International, Gift Taxation, Business

Status: In Good Standing Licensed: 48 Years

CONTACT

5088 N Fruit Ave, Fresno, CA 93711

Robert Anthony Mallek

Tax, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 46 Years

CONTACT

5088 N Fruit Ave, Fresno, CA 93711

David Newell Knudson

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 43 Years

CONTACT

246 W Shaw Ave, Fresno, CA 93704

Frank William Jackson

International, Gift Taxation, Business

Status: In Good Standing Licensed: 14 Years

CONTACT

970 W. Alluvial Ave, Fresno, CA 93711

Matthew Charles Wagner

Tax, International, Gift Taxation, Trusts

Status: In Good Standing Licensed: 35 Years

CONTACT

7110 N Fresno St, Fresno, CA 93720

James Frederick Wagner

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 70 Years

CONTACT

7647 N Fresno St, Fresno, CA 93720

Randolf Krbechek

Estate Planning, Commercial Real Estate, Business, Trusts, Wills

Status: In Good Standing

CONTACT

5260 N Palm Ave, Fresno, CA 93704

Kevin R Assemi

Tax, Real Estate, International, Gift Taxation

Status: In Good Standing Licensed: 16 Years

CONTACT

7561 N Cheryl Ave, Fresno, CA 93711

Elisabeth Fulmer Tietjen

Gift Taxation, Employee Rights, Employment, Business

Status: In Good Standing Licensed: 16 Years

CONTACT

501 S Alta Ave, Dinuba, CA 93618

Glenn A. Stanton

Estate Planning, Corporate, Contract, Business Organization

Status: In Good Standing Licensed: 48 Years

CONTACT

1102 N Chinowth St, Visalia, CA 93291

800-923-0641

Free Help: Use This Form or Call 800-943-8690

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

LEGAL TERMS

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.

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.

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.'

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

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.'

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

INTER VIVOS TRUST

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

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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. ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

Fresno Estate Planning Lawyer, California, page 4

Sponsored Law Firm

Monterey Peninsula Law Inc.

SPONSORED LAWYERS

Harold H Bolen

Robert Anthony Mallek

David Newell Knudson

Frank William Jackson

Matthew Charles Wagner

James Frederick Wagner

Randolf Krbechek

Kevin R Assemi

Elisabeth Fulmer Tietjen

Glenn A. Stanton

TIPS

LEGAL TERMS

RULE AGAINST PERPETUITIES

SWEARING MATCH

ABSTRACT OF TRUST

FAILURE OF ISSUE

TRUST CORPUS

ALTERNATE BENEFICIARY

INTER VIVOS TRUST

PROPERTY CONTROL TRUST

SPECIFIC BEQUEST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

SORT BY:

FILTER BY:

PRACTICE AREAS

NEARBY CITY SUGGESTIONS

Lawyer.com Legal Protection Plan

Premium Membership

Additional Services

Resources

My Account Details