Pope Valley 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

Robert Michael Fanucci

Commercial Real Estate, International Tax, Estate Planning, Criminal, Business

Status: In Good Standing

CONTACT

1030 Main St, Saint Helena, CA 94574

Lynn Susan Sletto

Real Estate, Wills & Probate, Estate Planning, Business

Status: In Good Standing

CONTACT

1236 Spring St, Saint Helena, CA 94574

Kristin Nelson Casey

Estate Planning, Federal Appellate Practice, Elder Law

Status: In Good Standing Licensed: 34 Years

CONTACT

Calistoga, CA 94515

Linda Maria Mansi

Dispute Resolution, Gift Taxation, Employee Rights, Business

Status: In Good Standing Licensed: 39 Years

CONTACT

1535 Farmers Ln, Santa Rosa, CA 95405

Steven Murray Goldberg

Estate Planning, International Tax, Products Liability, Aviation, Family Law

Status: In Good Standing Licensed: 40 Years

CONTACT

400 Aviation Blvd, Santa Rosa, CA 95403

James D. Krupka

Wills, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 31 Years

CONTACT

509 Orchard St, Santa Rosa, CA 95404

Margaret M. Elliott

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 43 Years

CONTACT

4055 Polled Hereford Dr, Santa Rosa, CA 95404

Irma P Cordova

Lawsuit & Dispute, Immigration, Estate Planning, Estate

Status: In Good Standing

CONTACT

411 Russell Ave, Santa Rosa, CA 95403

Eric S. Gullotta

Litigation, Estate Administration, Estate Planning, Estate

Status: In Good Standing

CONTACT

2880 Cleveland Avenue, Santa Rosa, CA 95403

Joyce Stewart Milks

Wills, Trusts, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 40 Years

CONTACT

2300 Bethards Dr, Santa Rosa, CA 95405

800-923-0641

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LEGAL TERMS

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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).

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

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.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

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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Pope Valley Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Robert Michael Fanucci

Lynn Susan Sletto

Kristin Nelson Casey

Linda Maria Mansi

Steven Murray Goldberg

James D. Krupka

Margaret M. Elliott

Irma P Cordova

Eric S. Gullotta

Joyce Stewart Milks

TIPS

LEGAL TERMS

INTER VIVOS TRUST

PUBLISHED WORK

EXEMPTION TRUST

PER CAPITA

PETITION

PREDECEASED SPOUSE

TRUST DEED

CERTIFIED COPY

RULE AGAINST PERPETUITIES

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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