Oakhurst Estate Planning Lawyer, California

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Beau Correia
About | Practice Areas
Law Office of Beau Correia
P.O. Box 1351 Los Banos, CA 93635» view map
Estate Law
Orderly & Cost-Effective Representation

Mr. Correia’s professionalism and caring demeanor sets him apart as a comforting but strong advocate for his clients and their families.

800-910-3620
1. Beau Correia Los Banos, CA
  Attorney at Law - CA, 2012
  University of the Pacific J.D. 2012
2. AboutLaw Office of Beau Correia
  Mr. Correia sincerely enjoys the special relationships he develops with clients.
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

Jarrod Masahiko Kiyuna

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 19 Years

CONTACT

2505 Alluvial Ave, Clovis, CA 93611

Richard Michael Aaron

Estate Planning, Business, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

8080 N Palm Ave, Fresno, CA 93729

Vreeland Osborn Jones

Corporate, International Tax, Health Care Other, Estate Planning

Status: In Good Standing

CONTACT

7647 N. Fresno Street, Fresno, CA 93720

W. F. Docker

Estate Planning, Transactions, Trusts

Status: In Good Standing

CONTACT

7647 N. Fresno Street, Fresno, CA 93720

Bryan Neil Wagner

Real Estate, International, Gift Taxation, Business

Status: In Good Standing Licensed: 40 Years

CONTACT

7110 N Fresno St, Fresno, CA 93720

Jared Reed Callister

Tax, Real Estate, Trusts, Gift Taxation, Contract

Status: In Good Standing

CONTACT

7112 N Fresno St, Fresno, CA 93720

Robert Goodman Fishman

Tax, Industry Specialties, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

7112 N Fresno St, Fresno, CA 93720

James Frederick Wagner

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 70 Years

CONTACT

7647 N Fresno St, Fresno, CA 93720

Matthew Charles Wagner

Tax, International, Gift Taxation, Trusts

Status: In Good Standing Licensed: 35 Years

CONTACT

7110 N Fresno St, Fresno, CA 93720

Kevin R Assemi

Tax, Real Estate, International, Gift Taxation

Status: In Good Standing Licensed: 16 Years

CONTACT

7561 N Cheryl Ave, Fresno, CA 93711

800-923-0641

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LEGAL TERMS

BENEFICIARY

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

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

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.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

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.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

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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Oakhurst Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of Beau Correia

SPONSORED LAWYERS

Jarrod Masahiko Kiyuna

Richard Michael Aaron

Vreeland Osborn Jones

W. F. Docker

Bryan Neil Wagner

Jared Reed Callister

Robert Goodman Fishman

James Frederick Wagner

Matthew Charles Wagner

Kevin R Assemi

TIPS

LEGAL TERMS

BENEFICIARY

SPECIFIC BEQUEST

PER STIRPES

INHERITANCE TAXES

TRUSTEE

TRUST CORPUS

FAMILY ALLOWANCE

ACCUMULATION TRUST

INTESTATE SUCCESSION

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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