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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
1. Contact
2. Email
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7. Profile

Includes: Gift Taxation

James Maurice Sullivan

Tax, Trusts, Gift Taxation, Family Law, Business

Status: In Good Standing

CONTACT

225 N Santa Cruz Ave, Los Gatos, CA 95030

Lauren Watson Cesare

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 41 Years

CONTACT

1521 Cherry Valley Dr, Alviso, CA 95125

Diane Marie Brown

Trusts, Estate Planning, Wills

Status: In Good Standing Licensed: 42 Years

CONTACT

14103 Winchester Blvd, Los Gatos, CA 95032

Pascal Anthony Anastasi

Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

267 East Campbell Avenue, Campbell, CA 95008

Timothy John Fitzgibbon

Tax, Gift Taxation

Status: In Good Standing Licensed: 26 Years

CONTACT

2025 Hamilton Ave, Alviso, CA 95125

Dean Randall Westly

International, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 50 Years

CONTACT

51 E Campbell Ave, Campbell, CA 95008

William Bradley Rowland

Tax, International Tax, Gift Taxation, Business

Status: In Good Standing Licensed: 16 Years

CONTACT

518 Railway Ave, Campbell, CA 95008

800-923-0641

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LEGAL TERMS

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

DEED OF TRUST

See trust deed.

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.

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.

SURROGATE COURT

See probate court.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

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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New Almaden Estate Planning Lawyer, California, page 3

Sponsored Law Firm

Monterey Peninsula Law Inc.

SPONSORED LAWYERS

James Maurice Sullivan

Lauren Watson Cesare

Diane Marie Brown

Pascal Anthony Anastasi

Timothy John Fitzgibbon

Dean Randall Westly

William Bradley Rowland

TIPS

LEGAL TERMS

DISTRIBUTEE

POWER OF APPOINTMENT

PROBATE

DEED OF TRUST

SWEARING MATCH

GENERATION-SKIPPING TRUST

SURROGATE COURT

LIFE BENEFICIARY

QTIP TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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