Oakland Estate Planning Lawyer, California, page 5

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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

Matthew Lee Gouaux

Tax, Gift Taxation, Employee Rights

Status: In Good Standing Licensed: 18 Years

CONTACT

1800 Harrison St, Oakland, CA 94612

Sky Woodruff

Tax, International Tax, Public Law, Gift Taxation

Status: In Good Standing Licensed: 26 Years

CONTACT

1999 Harrison Street, Oakland, CA 94612

Kodjogan Gbegnon

Tax, Gift Taxation

Status: In Good Standing Licensed: 16 Years

CONTACT

312 24Th St, Oakland, CA 94612

Michael Enrique Fernandez-Melone

International, Gift Taxation

Status: In Good Standing Licensed: 36 Years

CONTACT

Oakland, CA 94661

Zachary Aaron Knox

Real Estate, Gift Taxation, Criminal, Business

Status: In Good Standing Licensed: 14 Years

CONTACT

Oakland, CA 94604

Geoffrey Andrew O'Neill

Tax, Trusts, Gift Taxation

Status: Inactive Licensed: 38 Years

CONTACT

1111 Franklin St, Oakland, CA 94607

William Edward Taggart

Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 57 Years

CONTACT

300 Frank H Ogawa Plaza, Oakland, CA 94612

Josh P Davis

Real Estate, Lawsuit & Dispute, Gift Taxation, Estate

Status: In Good Standing Licensed: 14 Years

CONTACT

300 Frank H Ogawa Plaza, Oakland, CA 94612

Unmani Marie Sarasvati

Tax, Gift Taxation, Family Law

Status: In Good Standing Licensed: 20 Years

CONTACT

3911 Harrison St, Oakland, CA 94611

Jeffrey Satoshi Tachiki

Tax, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 20 Years

CONTACT

1111 Broadway Street, Oakland, CA 94607

800-923-0641

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LEGAL TERMS

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.

FAMILY POT TRUST

See pot trust.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

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.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

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.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

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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Oakland Estate Planning Lawyer, California, page 5

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Matthew Lee Gouaux

Sky Woodruff

Kodjogan Gbegnon

Michael Enrique Fernandez-Melone

Zachary Aaron Knox

Geoffrey Andrew O'Neill

William Edward Taggart

Josh P Davis

Unmani Marie Sarasvati

Jeffrey Satoshi Tachiki

TIPS

LEGAL TERMS

ALTERNATE BENEFICIARY

FAMILY POT TRUST

IN TERROREM

ADEMPTION

CONTINGENT BENEFICIARY

TRUST MERGER

INTESTATE

WARRANTY DEED

RESIDUARY BENEFICIARY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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