Los Altos Estate Planning Lawyer, California, page 4

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Dutch Meyer
About | Practice Areas
Monterey Peninsula Law Inc.
31 Upper Ragsdale Dr. Suite 3 Monterey, CA 93940» view map
Estate and Landlord-Tenant Law
Serving The Monterey Bay Area

Monterey Peninsula Law Inc. is devoted to our clients. We have a team of attorneys who are knowledgeable, expedient, and meticulous about details.

831-444-6637
1. Dutch Meyer Monterey, CA
  Attorney at Law- CA
  Monterey College of Law, J.D.
2. AboutMonterey Peninsula Law Inc.
  Serving The Monterey Bay Area
3. Practice AreasExpertise
  Estate
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Includes: Gift Taxation

Janet L. Brewer

Estate Planning, Administrative Law, Trusts, Estate, Wills

Status: Licensed: 48 Years

CONTACT

4 Main St, Los Altos, CA 94022

Daniel William Packard

Estate Planning

Status: Licensed: 20 Years

CONTACT

4 Main St, Los Altos, CA 94022

Jane Brindle Miller

Trusts, Gift Taxation, Estate Planning, Estate

Status: Licensed: 45 Years

CONTACT

5050 El Camino Real, Los Altos, CA 94022

Harold James Chow

Tax, Gift Taxation, Estate

Status: Licensed: 23 Years

CONTACT

4962 El Camino Real, Los Altos, CA 94022

David Eric Nelson

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: Licensed: 31 Years

CONTACT

3130 Alpine Road, Menlo Park, CA 94028

Hal Michael Friedman

Tax, International, Gift Taxation

Status: Licensed: 45 Years

CONTACT

260 W Floresta Way, Menlo Park, CA 94028

Marjan Vaseghi

Tax, Gift Taxation

Status: Licensed: 22 Years

CONTACT

2710 Sand Hill Rd, Menlo Park, CA 94025

Carolyn Joy Greenwalt

Banking & Finance, International Other, Credit & Debt, Gift Taxation

Status: Licensed: 19 Years

CONTACT

2884 Sand Hill Rd, Menlo Park, CA 94025

Mary Pilibos White

Trusts, Estate Planning

Status:

CONTACT

2200 Sand Hill Rd, Menlo Park, CA 94025

Robert Reynolds Wood

Estate Planning, International Tax, Business, Trusts, Wills

Status: Licensed: 72 Years

CONTACT

1197 Trinity Dr, Menlo Park, CA 94025

800-814-6700

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LEGAL TERMS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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.

DEVISEE

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

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

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.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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 4

Sponsored Law Firm

Monterey Peninsula Law Inc.

SPONSORED LAWYERS

Janet L. Brewer

Daniel William Packard

Jane Brindle Miller

Harold James Chow

David Eric Nelson

Hal Michael Friedman

Marjan Vaseghi

Carolyn Joy Greenwalt

Mary Pilibos White

Robert Reynolds Wood

TIPS

LEGAL TERMS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

GENERATION-SKIPPING TRUST

DEVISEE

RULE AGAINST PERPETUITIES

BANKRUPTCY ESTATE

AB TRUST

ABATEMENT

TRUSTEE POWERS

FINAL BENEFICIARY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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