Rancho Cordova Trusts Lawyer, California, page 4

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Dutch Meyer
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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.

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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
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Christy Ann Mallory

Trusts, Estate, Workers' Compensation

Status: In Good Standing Licensed: 17 Years

CONTACT

Fair Oaks, CA 95628

Joshua Benjamin Eisenberg

Elder Law, Estate, Wills & Probate, Trusts

Status: In Good Standing Licensed: 13 Years

CONTACT

3550 Watt Avenue, Sacramento, CA 95816

Victor Waid

Estate, Trusts

Status: In Good Standing Licensed: 53 Years

FREE CONSULTATION

CONTACT

333 University Avenue, Sacramento, CA 95825

Lawrence W. Miles

Other, Trusts, Collection, Medical Malpractice

Status: In Good Standing

CONTACT

3838 Watt Ave, Sacramento, CA 95821

Bruce Hudson Towne

Litigation, Trusts, Estate Planning, Criminal

Status: In Good Standing

CONTACT

6833 Fair Oaks Blvd, Carmichael, CA 95608

Perry W. Knight

Wills & Probate, Trusts, Estate, Criminal

Status: In Good Standing Licensed: 9 Years

CONTACT

81 Blue Ravine Rd, Folsom, CA 95630

Jugjit Singh Johal

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

Status: In Good Standing

CONTACT

2025 Hurley Way, Sacramento, CA 95825

Daniel Anthony Hunt

Litigation, Trusts, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing

CONTACT

798 University Ave, Sacramento, CA 95825

Jon D Lydell

Trusts, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 31 Years

CONTACT

8421 Menke Way, Citrus Heights, CA 95610

Leland John Ellison

Trusts, Estate Planning, Litigation, Wills

Status: In Good Standing Licensed: 34 Years

CONTACT

2534 Northrop Avenue, Sacramento, CA 95825

800-923-0641

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LEGAL TERMS

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

WARRANTY DEED

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

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

NET ESTATE

The value of all property owned at death less liabilities or debts.

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.

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.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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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Rancho Cordova Trusts Lawyer, California, page 4

Sponsored Law Firm

Monterey Peninsula Law Inc.

SPONSORED LAWYERS

Christy Ann Mallory

Joshua Benjamin Eisenberg

Victor Waid

Lawrence W. Miles

Bruce Hudson Towne

Perry W. Knight

Jugjit Singh Johal

Daniel Anthony Hunt

Jon D Lydell

Leland John Ellison

TIPS

LEGAL TERMS

SWEARING MATCH

ABSTRACT OF TRUST

WARRANTY DEED

GRANTOR RETAINED INCOME TRUST

NET ESTATE

TRUST MERGER

QDOT TRUST

DOWER AND CURTESY

GENERATION-SKIPPING TRANSFER TAX

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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