Orange County, CA Estate Planning Lawyers

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Amiel Wade
About | Practice Areas
Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
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Our goal is to have our core areas of practice rank among the top in the legal community.

888-909-9430
1. Amiel Wade San Jose, CA
  Attorney at Law- CA, 1996
  Rutgers School of Law—Camden, Rutgers University, J.D. 1996
2. AboutWade Law Group
  Working With Excellent Attorneys
3. Practice AreasExpertise
  Wills & Probate Law
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Includes: Gift Taxation

John J. Stanton

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Estate, Wills & Probate, Trusts, Estate Planning, Divorce & Family Law

Hiring a lawyer can be intimidating. Stepping into a lawyer's office can be even more stressful. At our firm, however, we strive to take the stress ou... (more)

CONTACT

800-856-9850

1370 Brea Boulevard, Fullerton, CA 92835

James A. Schmiesing

Commercial Real Estate, Estate Administration, Estate Planning, Corporate

Status: In Good Standing

CONTACT

Central Orange County, 400 North Tustin Avenue, Santa Ana, CA 92705

W. Robert Price

Wills & Probate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

8 Corporate Park, Irvine, CA 92606

Paul P. Lin

Wills & Probate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

8 Corporate Park, Irvine, CA 92606

Jerry D. Mackey

Estate Planning, Corporate, Non-profit, Business Organization

Status: In Good Standing

CONTACT

(By Appointment Only), North Orange County Office, 2260 North State College Boulevard, Fullerton, CA 92831

Stacy Olsen

Corporate, Business Successions, Estate Planning, Trusts

Status: In Good Standing

CONTACT

1301 Dove Street, Newport Beach, CA 92660

Rick D. Williams

Estate Planning, Family Law, Corporate, Business Organization

Status: In Good Standing

CONTACT

12437 Lewis Street, Garden Grove, CA 92840

Peter J Linden

Estate Administration, Estate Planning, Litigation, Wills & Probate

Status: In Good Standing

CONTACT

2500 Anniversary Lane, Newport Beach, CA 92660

Richard T. Hsueh

Employment, Estate Planning, Family Law, Litigation

Status: In Good Standing

CONTACT

16148 Sand Canyon Avenue, Irvine, CA 92618

Stefanie Noel Brabec

Estate Planning, Family Law, Guardianships & Conservatorships, Adoption

Status: In Good Standing

CONTACT

15707 Rockfield Boulevard, Irvine, CA 92618

800-923-0641

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LEGAL TERMS

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

LIFE BENEFICIARY

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

FAMILY POT TRUST

See pot trust.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

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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Orange County, CA Estate Planning Lawyers

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

John J. Stanton

James A. Schmiesing

W. Robert Price

Paul P. Lin

Jerry D. Mackey

Stacy Olsen

Rick D. Williams

Peter J Linden

Richard T. Hsueh

Stefanie Noel Brabec

TIPS

LEGAL TERMS

QDOT TRUST

LIFE BENEFICIARY

FAMILY POT TRUST

ESTATE TAXES

TAKING AGAINST THE WILL

GRANTOR

IRREVOCABLE TRUST

TESTAMENTARY TRUST

PROBATE COURT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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