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Amiel Wade
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Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
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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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Colleen Van Egmond

✓ VERIFIED

Estate Planning, Trusts, Wills & Probate, Business, Corporate

Colleen Van Egmond is an accomplished lawyer that has extensive legal experience in business planning, business litigation, estate planning, estate li... (more)

FREE CONSULTATION

CONTACT

800-925-4951

1207 I Street, Modesto, CA 95354

Vicki Fern Decastro

Trusts, Estate

Status: Inactive Licensed: 46 Years

CONTACT

4508 Trowbridge Ln, Salida, CA 95368

Grant Alexander Toeppen

Wills, Trusts, Business

Status: In Good Standing

CONTACT

1150 W Center St, Manteca, CA 95337

Grant Alexander Toeppen

Litigation, Wills, Trusts, Business

Status: In Good Standing

CONTACT

1150 W Center St, Manteca, CA 95337

Lindsey Anne Bannerman

Lawsuit, Wills, Trusts, Family Law

Status: In Good Standing Licensed: 21 Years

CONTACT

810 14Th St, Modesto, CA 95354

John Tobey Resso

Estate Planning, Construction, Contract, Elder Law, Trusts

Status: In Good Standing

CONTACT

1020 15Th St, Modesto, CA 95354

Mark Alan Kanai

Trusts, Employment, Civil & Human Rights, Business

Status: In Good Standing

CONTACT

1014 16Th St, Modesto, CA 95354

Rachelle Gail Vande Pol

Trusts, Employee Rights, Family Law, Business

Status: In Good Standing Licensed: 12 Years

CONTACT

1014 16Th St, Modesto, CA 95354

Michael Louis Gianelli

Estate Planning, Elder Law, Commercial Real Estate, Business, Trusts

Status: In Good Standing

CONTACT

1014 16Th St, Modesto, CA 95354

Louis Friedman

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 58 Years

CONTACT

1014 16Th St, Modesto, CA 95354

800-923-0641

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LEGAL TERMS

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

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.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

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).

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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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Ripon Trusts Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Colleen Van Egmond

Vicki Fern Decastro

Grant Alexander Toeppen

Grant Alexander Toeppen

Lindsey Anne Bannerman

John Tobey Resso

Mark Alan Kanai

Rachelle Gail Vande Pol

Michael Louis Gianelli

Louis Friedman

TIPS

LEGAL TERMS

PROVING A WILL

GENERATION-SKIPPING TRANSFER TAX

DISTRIBUTEE

SPRINKLING TRUST

OFFICER

NONPROBATE

DISINHERIT

PER CAPITA

AB TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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