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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
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
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Includes: Gift Taxation

Stephanie Diane Winstead

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 19 Years

CONTACT

28202 Cabot Rd, Laguna Niguel, CA 92677

Rick James Fenelli

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

24800 Chrisanta Dr, San Juan Capistrano, CA 92691

Dennis Ronald Brown

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 50 Years

CONTACT

26681 Cadiz Cir, San Juan Capistrano, CA 92691

James E. Mahfood

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 41 Years

CONTACT

25283 Cabot Rd, Laguna Hills, CA 92653

Todd Armistead Carper

Tax, Gift Taxation

Status: In Good Standing Licensed: 21 Years

CONTACT

4 Danforth Ave, Laguna Niguel, CA 92677

Stephen Lee Christian

International, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

23041 Mill Creek Dr, Laguna Hills, CA 92653

Jon Robert Wadsworth

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 23 Years

CONTACT

24000 Avila Rd, Laguna Niguel, CA 92677

Nancy Coffman Ferruzzo

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 46 Years

CONTACT

28291 Via Rueda, San Juan Capistrano, CA 92675

Michael Evan Godbe

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 17 Years

CONTACT

25201 Paseo De Alicia, Laguna Hills, CA 92653

Glen G. Duvel

Estate Planning, Employment, Business, Personal Injury

Status: In Good Standing

CONTACT

24422 Avenida De La Carlota, Laguna Hills, CA 92653

800-923-0641

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LEGAL TERMS

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

TITLE COMPANY

A company that issues title insurance.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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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Ladera Ranch Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Stephanie Diane Winstead

Rick James Fenelli

Dennis Ronald Brown

James E. Mahfood

Todd Armistead Carper

Stephen Lee Christian

Jon Robert Wadsworth

Nancy Coffman Ferruzzo

Michael Evan Godbe

Glen G. Duvel

TIPS

LEGAL TERMS

ACCUMULATION TRUST

LAPSE

TITLE COMPANY

PUBLIC ADMINISTRATOR

SELF-PROVING WILL

ADEMPTION

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

INVESTOR

GRANTOR

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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