La Jolla Estate Planning Lawyer, California

Sponsored Law Firm

x
Click For More Info:

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
Your Local, Legal Professionals

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

Includes: Gift Taxation

Mark Alan Krasner

Tax, Gift Taxation, Business

Status: In Good Standing

CONTACT

800 Silverado St, La Jolla, CA 92037

Edward Paul Schlesier

Trusts, Estate Planning

Status: In Good Standing

CONTACT

800 Silverado St, La Jolla, CA 92037

James T Hannink

Power of Attorney, Litigation, Trusts, Estate Planning

Status: In Good Standing

CONTACT

4225 Executive Square, La Jolla, CA 92037

Paul J. Dostart

Trusts, Gift Taxation, Non-profit, Business

Status: In Good Standing

CONTACT

4225 Executive Square, La Jolla, CA 92037

Paul Joseph Dostart

Trusts, Gift Taxation, Non-profit, Business

Status: In Good Standing

CONTACT

4225 Executive Square, La Jolla, CA 92037

Jeanine Scatena Roberson

Private Schools, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 30 Years

CONTACT

9255 Towne Centre Drive, La Jolla, CA 92037

Stephen Joseph Mancini

Estate, Estate Planning, Wills & Probate, Business, Tax

Status: In Good Standing

CONTACT

10251 Vista Sorrento Pkwy, San Diego, CA 92121

Karl Andrew Rand

Tax, Gift Taxation, Employee Rights

Status: In Good Standing Licensed: 33 Years

CONTACT

1932 Beryl St, San Diego, CA 92109

Richard Orvis Barndt

Tax, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 32 Years

CONTACT

6265 Greenwich Dr, San Diego, CA 92122

James Franklin Watts

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 47 Years

CONTACT

11300 Sorrento Valley Rd, San Diego, CA 92121

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

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.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

SURROGATE COURT

See probate court.

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.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

HEIR APPARENT

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

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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

La Jolla Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Mark Alan Krasner

Edward Paul Schlesier

James T Hannink

Paul J. Dostart

Paul Joseph Dostart

Jeanine Scatena Roberson

Stephen Joseph Mancini

Karl Andrew Rand

Richard Orvis Barndt

James Franklin Watts

TIPS

LEGAL TERMS

AB TRUST

PROBATE COURT

GRANT DEED

SPENDTHRIFT TRUST

SURROGATE COURT

DEATH TAXES

LETTERS TESTAMENTARY

HEIR APPARENT

EXECUTOR

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