Los Altos Estate Planning Lawyer, California

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Dixon Howell
About | Practice Areas
Business Law Group
1800 Hamilton Ave Suite 240 San Jose, CA 95125» view map
Estate Law
Legal & Business Solutions

At Business Law Group, we focus on serving the business-related legal needs of businesses and individuals. We deal extensively with start-up and emerging growth companies.

800-714-9261
1. Dixon Howell San Jose, CA
  Attorney at Law - CA, 1967
  University of California J.D. 1967
2. AboutBusiness Law Group
  Legal & Business Solutions
3. Practice AreasExpertise
  Estate Law
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2. Email
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Includes: Gift Taxation

Richard L Ehrman

International, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

400 Main St, Los Altos, CA 94022

Stephen Anthony Dennis

Other, Gift Taxation, Employment, Business

Status: In Good Standing

CONTACT

400 Main St, Los Altos, CA 94022

Lawrence A. Klein

International, Trusts, Gift Taxation, Estate

Status: Inactive

CONTACT

400 Main St, Los Altos, CA 94022

Miki C. Valente

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 25 Years

CONTACT

220 State St, Los Altos, CA 94022

Margaret Mary Felt

International, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

400 Main St, Los Altos, CA 94022

Jerome Oscar Galli

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

889 N San Antonio Rd, Los Altos, CA 94022

Liza Weiman Hanks

Wills, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

2570 W El Camino Real, Mountain View, CA 94040

Janet L. Brewer

Estate Planning, Administrative Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 47 Years

CONTACT

4 Main St, Los Altos, CA 94022

Michael Curtis

Trusts, Gift Taxation

Status: In Good Standing

CONTACT

400 Main St, Los Altos, CA 94022

Michael Lewis Curtis

Trusts, Gift Taxation

Status: In Good Standing

CONTACT

400 Main St, Los Altos, CA 94022

800-923-0641

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LEGAL TERMS

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

CREDIT SHELTER TRUST

See AB trust.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

PREDECEASED SPOUSE

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

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

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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Los Altos Estate Planning Lawyer, California

Sponsored Law Firm

Business Law Group

SPONSORED LAWYERS

Richard L Ehrman

Stephen Anthony Dennis

Lawrence A. Klein

Miki C. Valente

Margaret Mary Felt

Jerome Oscar Galli

Liza Weiman Hanks

Janet L. Brewer

Michael Curtis

Michael Lewis Curtis

TIPS

LEGAL TERMS

LAPSE

PER CAPITA

INHERIT

CREDIT SHELTER TRUST

MINERAL RIGHTS

TRUSTEE

PREDECEASED SPOUSE

POUR-OVER WILL

CONTINGENT BENEFICIARY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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