Los Altos Estate Planning Lawyer, California, page 2

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Mercedes Salem
About | Practice Areas
Salem Law Group
678 San Benito Ave Menlo Park, CA 94025» view map
Family, Real Estate, Estate, Personal Injury
Where Every Client Matters

Let Salem Law Group handle your legal matter today!

800-951-5041
1. Mercedes Salem Menlo Park, CA
  Attorney at Law- CA
  Santa Clara University, J.D.
2. AboutSalem Law Group
  Where Every Client Matters
3. Practice AreasExpertise
  Divorce & Family
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Includes: Gift Taxation

Mary Anne Rodgers

Litigation, Gift Taxation, Trusts

Status: In Good Standing Licensed: 42 Years

CONTACT

343 2Nd St, Los Altos, CA 94022

Carol Nora Juhasz

General Practice

Status: Inactive Licensed: 28 Years

CONTACT

220 State St, San Lorenzo, CA 94580

Elsa Laurine Morris

Estate Planning, Wills & Probate, Trusts

Status: In Good Standing Licensed: 48 Years

CONTACT

26718 Birch Hill Way, San Marcos, CA 92079

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

Barbara Naomi Doherty

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 21 Years

CONTACT

164 Main St, Los Altos, CA 94022

Brian Paul Lewis

Juvenile Law, Estate Planning, International Tax, Federal Appellate Practice, DUI-DWI

Status: Inactive Licensed: 48 Years

CONTACT

160 Main St, Los Altos, CA 94022

Diana Therese Gendotti

Estate Planning, International Tax, Commercial Real Estate, Trusts, Wills

Status: In Good Standing Licensed: 35 Years

CONTACT

95 Main St, Los Altos, CA 94022

Ashley Dorette Gendotti

Estate Planning

Status: In Good Standing

CONTACT

95 Main St, Los Altos, CA 94022

Janet L. Brewer

Estate Planning, Administrative Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 48 Years

CONTACT

4 Main St, Los Altos, CA 94022

Daniel William Packard

Estate Planning

Status: Inactive Licensed: 20 Years

CONTACT

4 Main St, Los Altos, CA 94022

800-923-0641

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LEGAL TERMS

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

GRANTOR

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

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.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

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).

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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.

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, page 2

Sponsored Law Firm

Salem Law Group

SPONSORED LAWYERS

Mary Anne Rodgers

Carol Nora Juhasz

Elsa Laurine Morris

Miki C. Valente

Barbara Naomi Doherty

Brian Paul Lewis

Diana Therese Gendotti

Ashley Dorette Gendotti

Janet L. Brewer

Daniel William Packard

TIPS

LEGAL TERMS

IN TERROREM

SWEARING MATCH

GRANTOR

PUBLIC ADMINISTRATOR

ENTITY

CHARITABLE TRUST

SUMMARY PROBATE

INCOMPETENCE

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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