Pollock Pines Estate Planning Lawyer, California

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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

Preston A. Marx

✓ VERIFIED

Estate, Estate Planning, Trusts, Estate Administration, Elder Law

I am tremendously proud of the impact that I have made in helping my clients by providing quality estate planning and trust administration services. I... (more)

CONTACT

530-537-2915

11641 Blocker Dr, Auburn, CA 95603

Timothy Allen Charshaf

Corporate, Business Organization, Estate Planning, Family Law

Status: In Good Standing

CONTACT

4359 Town Center Boulevard, El Dorado Hills, CA 95762

Scott D. Christensen

Estate Planning, Family Law, Litigation, Real Estate

Status: In Good Standing

CONTACT

500 Auburn-Folsom Road, Auburn, CA 95603

Vorris J. Blankenship

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 53 Years

CONTACT

3120 Texas Hill Rd, Placerville, CA 95667

Clara Yang

Other, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 21 Years

CONTACT

2810 Coloma St, Placerville, CA 95667

Andrea R. Garcia

Commercial Real Estate, Estate Planning, Employment, Contract

Status: In Good Standing

CONTACT

3080 Cedar Ravine Road, Placerville, CA 95667

Joseph William Tillson

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 49 Years

CONTACT

589 Tahoe Keys Blvd, South Lake Tahoe, CA 96150

Margaret Heiser Fulton

Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 47 Years

CONTACT

1 California St, Auburn, CA 95603

Pat Alan Turner

Tax, International, Gift Taxation, Contract

Status: In Good Standing Licensed: 35 Years

CONTACT

4970 Windplay Dr, Folsom, CA 95762

Anthony Lee Graupensperger

Tax, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

1300 Lincoln Way, Auburn, CA 95603

800-923-0641

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LEGAL TERMS

CERTIFICATION OF TRUST

See abstract of trust.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

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.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

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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Pollock Pines Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Preston A. Marx

Timothy Allen Charshaf

Scott D. Christensen

Vorris J. Blankenship

Clara Yang

Andrea R. Garcia

Joseph William Tillson

Margaret Heiser Fulton

Pat Alan Turner

Anthony Lee Graupensperger

TIPS

LEGAL TERMS

CERTIFICATION OF TRUST

TRUST DEED

POUR-OVER WILL

SPENDTHRIFT TRUST

SECONDARY MEANING

QTIP TRUST

GROSS ESTATE

CONSERVATOR

PER CAPITA

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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