Kings Beach Estate Planning Lawyer, California

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Includes: Gift Taxation

Russell Peter Baldo

Commercial Real Estate, Estate Planning
Status:  In Good Standing           Licensed:  51 Years

Jill Shannon Gregory

Trusts, Estate Planning
Status:  In Good Standing           Licensed:  28 Years

Katharine Jo Shaw

Estate Planning, Business, Trusts, Estate, Wills
Status:  In Good Standing           Licensed:  19 Years

Erica L Shepard

Wills & Probate, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  17 Years

Elaine Andrews

Estate Planning, International Tax, Elder Law, Trusts, Estate
Status:  In Good Standing           Licensed:  33 Years

Brian Raymond Francis

Trusts, Estate Planning, Civil Rights
Status:  In Good Standing           Licensed:  9 Years

Michael Earl Graham

Estate Planning, International Tax, Trusts, Wills, International
Status:  In Good Standing           

Cynthia L. Basso

Real Estate, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  11 Years

Miles Archer Woodlief

International, Public Law, Government, Gift Taxation
Status:  In Good Standing           Licensed:  38 Years

Ronald Barry Landau

Tax, Gift Taxation
Status:  Inactive           Licensed:  35 Years

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

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LEGAL TERMS

CREDIT SHELTER TRUST

See AB trust.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)
A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)
A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)
The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)
The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

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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