Lakehead Trusts Lawyer, California

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Amiel Wade
About | Practice Areas
Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
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Our goal is to have our core areas of practice rank among the top in the legal community.

888-909-9430
1. Amiel Wade San Jose, CA
  Attorney at Law- CA, 1996
  Rutgers School of Law—Camden, Rutgers University, J.D. 1996
2. AboutWade Law Group
  Working With Excellent Attorneys
3. Practice AreasExpertise
  Wills & Probate Law
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James Robert Stupar

Real Estate, Trusts, Estate

Status: In Good Standing Licensed: 49 Years

CONTACT

Trinity Center, CA 96091

Brandy Lynn Jones

Landlord-Tenant, Trusts, Family Law, Banking & Finance

Status: In Good Standing Licensed: 22 Years

CONTACT

1824 West St, Redding, CA 96001

William Alan Somppi

Personal Injury, Bankruptcy, Family Law, Trusts

Status: Inactive Licensed: 35 Years

CONTACT

Redding, CA 96099

Sandra Jeanne Clark

Trusts, Estate

Status: In Good Standing Licensed: 43 Years

CONTACT

1648 Riverside Dr, Redding, CA 96001

Charles Todd Endres

Commercial Real Estate, Trusts, Corporate, Contract

Status: In Good Standing Licensed: 34 Years

CONTACT

1425 Victor Ave, Redding, CA 96003

Stephen Mason Dean

Other, Real Estate, Government, Trusts

Status: In Good Standing Licensed: 48 Years

CONTACT

1610 West St, Redding, CA 96001

Nancy J Gottes

Landlord-Tenant, Dispute Resolution, Trusts, Estate

Status: In Good Standing Licensed: 37 Years

CONTACT

1716 Court St, Redding, CA 96001

Douglas Allen Wright

Estate Planning, Business, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

1901 Court St, Redding, CA 96001

Deanne Eileen Parker

Estate Planning, Business, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

1930 West St, Redding, CA 96001

Robert Bailey Boston

Trusts, Estate

Status: In Good Standing Licensed: 45 Years

CONTACT

205 N Mt Shasta Bvod, Mount Shasta, CA 96067

800-923-0641

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LEGAL TERMS

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

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.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Lakehead Trusts Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

James Robert Stupar

Brandy Lynn Jones

William Alan Somppi

Sandra Jeanne Clark

Charles Todd Endres

Stephen Mason Dean

Nancy J Gottes

Douglas Allen Wright

Deanne Eileen Parker

Robert Bailey Boston

TIPS

LEGAL TERMS

QDOT TRUST

TESTAMENTARY TRUST

PER STIRPES

DISTRIBUTEE

GENERATION-SKIPPING TRUST

RESIDUARY ESTATE

DEVISEE

PROPERTY CONTROL TRUST

TRUST MERGER

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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