Oakland Trusts Lawyer, California, page 2

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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
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Robert Everett Moorehead

Trusts, Estate

Status: Retired Licensed: 46 Years

CONTACT

830 Rosemount Rd, Oakland, CA 94610

James Lee Rigelhaupt

Government, Trusts, Family Law, Elder Law

Status: In Good Standing Licensed: 57 Years

CONTACT

633 Santa Ray Ave, Oakland, CA 94610

James Walker Ramsaur

Real Estate, Trusts, Gift Taxation, Criminal

Status: In Good Standing Licensed: 46 Years

CONTACT

440 Grand Avenue, Oakland, CA 94610

Jo Ann Lisa Oyama

Trusts

Status: In Good Standing Licensed: 35 Years

CONTACT

1067 Ranleigh Way, Oakland, CA 94610

Jackie Rose Kruger

Trusts, Employee Rights, Employment, Accident & Injury, Mass Torts

Status: In Good Standing Licensed: 20 Years

CONTACT

565 Bellevue Ave, Oakland, CA 94610

Rebekah Lucinda Jackson Sapirstein

Trusts, Gift Taxation, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 21 Years

CONTACT

360 Grand Ave, Oakland, CA 94610

William C Lynn

Estate Planning, Construction, Contract, Trusts, Estate

Status: In Good Standing Licensed: 16 Years

CONTACT

1600 Macarthur Blvd, Oakland, CA 94602

William C. Lynn

Estate Planning, Construction, Contract, Trusts, Estate

Status: In Good Standing Licensed: 16 Years

CONTACT

1600 Macarthur Blvd, Oakland, CA 94602

David Russell Nelson

Wills, Trusts, Estate Planning

Status: Retired Licensed: 64 Years

CONTACT

888 Vermont St, Oakland, CA 94610

William Carlon Ruettinger

Trusts

Status: In Good Standing Licensed: 35 Years

CONTACT

1 Lakeside Dr, Oakland, CA 94612

800-923-0641

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LEGAL TERMS

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her 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.

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.

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

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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Oakland Trusts Lawyer, California, page 2

Sponsored Law Firm

Monterey Peninsula Law Inc.

SPONSORED LAWYERS

Robert Everett Moorehead

James Lee Rigelhaupt

James Walker Ramsaur

Jo Ann Lisa Oyama

Jackie Rose Kruger

Rebekah Lucinda Jackson Sapirstein

William C Lynn

William C. Lynn

David Russell Nelson

William Carlon Ruettinger

TIPS

LEGAL TERMS

ANCILLARY PROBATE

CHARITABLE TRUST

INCOMPETENCE

PUBLIC ADMINISTRATOR

SUCCESSION

FAILURE OF ISSUE

TRUSTEE

QTIP TRUST

CONSERVATOR

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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