Marin County, CA Estate Planning Lawyers

Sponsored Law Firm

x
Click For More Info:

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
1. Contact
2. Email
3. Refer
5. Visit:
6. Website
7. Profile

Includes: Gift Taxation

Michelle C. Lerman

Wills & Probate, Trusts, Estate Planning, Administrative Law

Status: In Good Standing Licensed: 41 Years

CONTACT

802 B St, San Rafael, CA 94901

Nadine Reiss Aarsheim

Trusts, Estate Planning

Status: In Good Standing Licensed: 30 Years

CONTACT

700 Larkspur Landing Cir, Larkspur, CA 94939

Woodford G. Rowland

Tax, Litigation, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

55 Professional Center Pkwy, San Rafael, CA 94903

John Marvin Youngquist

International, Gift Taxation

Status: Inactive Licensed: 58 Years

CONTACT

172 Stanford Ave, Mill Valley, CA 94941

Michele Cusack

Trusts, Estate Planning, Estate, Wills

Status: In Good Standing Licensed: 40 Years

CONTACT

9 Libra Dr, Novato, CA 94947

Philip A Robb

International Tax, Wills, Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 34 Years

CONTACT

591 Redwood Hwy, Mill Valley, CA 94941

Louis Stevan Weller

Other, Tax, Real Estate, Gift Taxation

Status: In Good Standing Licensed: 49 Years

CONTACT

2330 Marinship Way, Sausalito, CA 94965

Michelle Collins Lerman

Trusts, Estate Planning, Estate, Wills

Status: In Good Standing Licensed: 41 Years

CONTACT

802 B St, San Rafael, CA 94901

Sara Marjorie Taylor

Wills, Estate Planning, Employment Discrimination, Civil Rights

Status: In Good Standing Licensed: 20 Years

CONTACT

54 Grove Ln, Novato, CA 94947

Henry Daniel Froneberger

Commercial Real Estate, Estate Planning, Elder Law, Business

Status: In Good Standing

CONTACT

24 Professional Center Parkway, San Rafael, CA 94903

800-923-0641

Free Help: Use This Form or Call 800-943-8690

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

LEGAL TERMS

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.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

DEVISEE

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

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

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.

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.

SURROGATE COURT

See probate court.

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. ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

Marin County, CA Estate Planning Lawyers

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Michelle C. Lerman

Nadine Reiss Aarsheim

Woodford G. Rowland

John Marvin Youngquist

Michele Cusack

Philip A Robb

Louis Stevan Weller

Michelle Collins Lerman

Sara Marjorie Taylor

Henry Daniel Froneberger

TIPS

LEGAL TERMS

MINERAL RIGHTS

PROBATE COURT

DEVISEE

ALTERNATE BENEFICIARY

ADEMPTION

SPRINKLING TRUST

TRUSTEE

BANKRUPTCY ESTATE

SURROGATE COURT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

SORT BY:

FILTER BY:

PRACTICE AREAS

Lawyer.com Legal Protection Plan

Premium Membership

Additional Services

Resources

My Account Details