Rancho Santa Margarita Estate Lawyer, California, page 2

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David E. Castro
About | Practice Areas
Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
Accident & Injury Law
Your Local, Legal Professionals

The Law Office of David E Castro is a multi-specialty law practice that provides compassionate, individualized, and aggressive legal counsel.

800-745-0730
1. David E. Castro Rocklin, CA
  Attorney at Law - CA, 2014
  Florida Coastal School of Law
2. AboutLaw Office of David E. Castro
  Your Local, Legal Professionals
3. Practice AreasExpertise
  Accident & Injury Law
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Charles Kirkwood Mills

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 34 Years

CONTACT

79 San Sebastian, Rancho Santa Margarita, CA 92688

Charles K. Mills

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 34 Years

CONTACT

79 San Sebastian, Rancho Santa Margarita, CA 92688

Thomas Roger Bertino

Tax, Energy, Gift Taxation, Environmental Law

Status: In Good Standing Licensed: 35 Years

CONTACT

31745 Via Pato, Trabuco Canyon, CA 92679

Nazanine Farshidian

Trusts, Family Law, Contract, Bankruptcy

Status: In Good Standing Licensed: 14 Years

CONTACT

22511 Sunbrook, San Juan Capistrano, CA 92692

Bernard Eustace Strickland

Trusts

Status: In Good Standing Licensed: 35 Years

CONTACT

42 Via Gatillo, Rancho Santa Margarita, CA 92688

Robert J. Smith

Wills, Trusts, Estate Planning

Status: Inactive Licensed: 65 Years

CONTACT

28922 Paseo Caravella, Mission Viejo, CA 92692

Constance Irene Rimmer

Trusts, Business

Status: In Good Standing Licensed: 24 Years

CONTACT

54 Brisa Fresca, Rancho Santa Margarita, CA 92688

Christopher John Leanders

Litigation, Trusts, Employee Rights, Corporate

Status: Inactive Licensed: 43 Years

CONTACT

30 Indian Pipe, Trabuco Canyon, CA 92679

Denise Darlene Tirrell

Lawsuit & Dispute, Trusts, Estate, Employment

Status: In Good Standing Licensed: 12 Years

CONTACT

68 Mira Mesa, Rancho Santa Margarita, CA 92688

Bradley Lynn Jensen

Real Estate, Lawsuit & Dispute, Estate, Employment, Criminal

Status: In Good Standing Licensed: 29 Years

CONTACT

28056 Kings Lynn, Mission Viejo, CA 92692

800-923-0641

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LEGAL TERMS

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.

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.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

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.

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.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

FAILURE OF ISSUE

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

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).

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a ...

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Rancho Santa Margarita Estate Lawyer, California, page 2

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Charles Kirkwood Mills

Charles K. Mills

Thomas Roger Bertino

Nazanine Farshidian

Bernard Eustace Strickland

Robert J. Smith

Constance Irene Rimmer

Christopher John Leanders

Denise Darlene Tirrell

Bradley Lynn Jensen

TIPS

LEGAL TERMS

DOWER AND CURTESY

SPENDTHRIFT TRUST

ADMINISTRATION (OF AN ESTATE)

QTIP TRUST

QDOT TRUST

KINDRED

FAILURE OF ISSUE

GRANTOR RETAINED INCOME TRUST

ALTERNATE BENEFICIARY

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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