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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
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Includes: Gift Taxation

Edward Joseph Simone

Litigation, Estate Planning, Wills, Trusts

Status: In Good Standing Licensed: 37 Years

CONTACT

1806 Bonanza St, Walnut Creek, CA 94596

Thomas Vincent Bret

Tax, Wills, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

1299 Newell Hill Pl, Walnut Creek, CA 94596

Darryl Christian Delmonico

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 28 Years

CONTACT

2201 San Miguel Dr, Walnut Creek, CA 94596

Walter Charles Youngman

Income Tax, Corporate Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 57 Years

CONTACT

1981 N Broadway, Walnut Creek, CA 94596

Ted Carleton Krumland

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 55 Years

CONTACT

1 Oak Ln, Orinda, CA 94563

Victor A. Parker

International Trade, Wills, Trusts, Gift Taxation

Status: Suspended Licensed: 45 Years

CONTACT

12 Teodora Ct, Moraga, CA 94556

David John Clark

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 47 Years

CONTACT

Lafayette, CA 94549

Paul Jesseph Sax

Tax, Gift Taxation

Status: In Good Standing Licensed: 56 Years

CONTACT

3995 Happy Valley Rd, Lafayette, CA 94549

Antonio Celaya

Real Estate, Estate Planning, Business & Trade

Status: In Good Standing Licensed: 39 Years

CONTACT

3418 Wilson, Oakland, CA 94602

Janice Crosetti-Titmus

Estate Planning, Guardianships & Conservatorships, Trusts, Estate

Status: In Good Standing

CONTACT

889 Moraga Road, Lafayette, CA 94549

800-923-0641

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LEGAL TERMS

KINDRED

Under some state's probate codes, all relatives of a deceased person.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

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.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

CERTIFICATION OF TRUST

See abstract of trust.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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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Moraga Estate Planning Lawyer, California, page 4

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Edward Joseph Simone

Thomas Vincent Bret

Darryl Christian Delmonico

Walter Charles Youngman

Ted Carleton Krumland

Victor A. Parker

David John Clark

Paul Jesseph Sax

Antonio Celaya

Janice Crosetti-Titmus

TIPS

LEGAL TERMS

KINDRED

AUGMENTED ESTATE

POUR-OVER WILL

NONPROBATE

RESIDUARY ESTATE

LIVING TRUST

ADMINISTRATRIX

CERTIFICATION OF TRUST

CONSERVATOR

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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