Kern County, CA Estate Planning Lawyers

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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
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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

Thomas Scott Mcintosh

Wills & Probate, Trusts, Estate Planning, Estate, Bankruptcy & Debt

Status: In Good Standing

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5001 E Commercenter Dr, Bakersfield, CA 93309

Thomas Ashton Crear

Tax, Agriculture, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

5001 E Commercenter Dr, Bakersfield, CA 93309

Kevin Campbell Findley

Tax, Trusts, Gift Taxation, Employee Rights

Status: In Good Standing Licensed: 45 Years

CONTACT

10000 Stockdale Highway, Bakersfield, CA 93311

Phillip Walter Gillet

Commercial Real Estate, Gift Taxation, Credit & Debt, Bankruptcy

Status: In Good Standing

CONTACT

2225 E St, Bakersfield, CA 93301

Barry Lee Goldner

Real Estate, Lawsuit & Dispute, Gift Taxation, Business

Status: In Good Standing Licensed: 42 Years

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4550 California Ave, Bakersfield, CA 93309

Kevin C. Findley

Tax, Trusts, Gift Taxation, Criminal

Status: In Good Standing

CONTACT

10000 Stockdale Highway, Bakersfield, CA 93311

Barry L. Goldner

Traffic, Gift Taxation, Business, Bankruptcy

Status: In Good Standing

CONTACT

4550 California Ave, Bakersfield, CA 93309

Nathan Murray Hodges

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

Licensed: 13 Years

FREE CONSULTATION

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6422 Sultry Rose Ct, Bakersfield, CA 93308

Gail Stimmell Braze

Litigation, Estate Planning, Estate, Family Law

Status: In Good Standing

CONTACT

6404 Houghton Rd, Bakersfield, CA 93313

Nancy L. Oehler

Trusts, Estate Planning, Wills

Status: In Good Standing

CONTACT

10000 Stockdale Hwy, Bakersfield, CA 93311

800-923-0641

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LEGAL TERMS

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

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.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

SURROGATE COURT

See probate court.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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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Kern County, CA Estate Planning Lawyers

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Thomas Scott Mcintosh

Thomas Ashton Crear

Kevin Campbell Findley

Phillip Walter Gillet

Barry Lee Goldner

Kevin C. Findley

Barry L. Goldner

Nathan Murray Hodges

Gail Stimmell Braze

Nancy L. Oehler

TIPS

LEGAL TERMS

HEIR AT LAW

SPECIAL ADMINISTRATOR

SURVIVING SPOUSE'S TRUST

DISCHARGE (OF PROBATE ADMINISTRATOR)

PETITION

AB TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SURROGATE COURT

ANCILLARY PROBATE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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