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David E. Castro
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Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
Accident & Injury Law
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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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Joel Francis Pipes

Litigation, Wills & Probate, Trusts, Trusts

Status: In Good Standing Licensed: 22 Years

CONTACT

2500 Anniversary Ln, Newport Beach, CA 92660

Ozgun K. Tumer

Litigation, Trusts, Corporate, Contract

Status: In Good Standing Licensed: 11 Years

CONTACT

170 E 17Th St, Costa Mesa, CA 92627

Daniel D Kopman

Litigation, Wills, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

1198 Noria St, Laguna Niguel, CA 92651

David Allen Brown

Tax, Immigration, Trusts, Personal Injury

Status: In Good Standing

CONTACT

40 Pacifica, Irvine, CA 92618

Vanessa Jayne Gregor

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

40 Pacifica, Irvine, CA 92618

Matthew Gordon Brown

Tax, Wills, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

40 Pacifica St, Irvine, CA 92618

Brian Lindsay Chew

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

15635 Alton Pkwy, Irvine, CA 92618

Philip John Gold

Wills, Wills & Probate, Trusts, Estate Planning

Status: Inactive Licensed: 47 Years

CONTACT

901 Dover Dr, Newport Coast, CA 92660

James Robert Ebert

Litigation, Trusts, Corporate, Credit & Debt

Status: In Good Standing Licensed: 42 Years

CONTACT

300 Spectrum Center Dr, Irvine, CA 92618

Richard Leahy Heaton

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

7700 Irvine Center Dr, Irvine, CA 92618

800-923-0641

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LEGAL TERMS

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

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.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

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.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Newport Coast Trusts Lawyer, California, page 5

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Joel Francis Pipes

Ozgun K. Tumer

Daniel D Kopman

David Allen Brown

Vanessa Jayne Gregor

Matthew Gordon Brown

Brian Lindsay Chew

Philip John Gold

James Robert Ebert

Richard Leahy Heaton

TIPS

LEGAL TERMS

DISINHERIT

BENEFICIARY

NONPROBATE

PRETERMITTED HEIR

SPRINKLING TRUST

PROPERTY CONTROL TRUST

INTESTATE

ADEMPTION

ACCUMULATION TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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