Sacramento Estate Planning Lawyer, California

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Includes: Gift Taxation

Michael R. Kelly Lawyer

Michael R. Kelly

VERIFIED
Estate Planning, Commercial Real Estate, Trusts, Estate, Wills

At Miner & Kelly, our mission is to protect and assert client’s rights while guiding them through the legal process, to provide excellent personal s... (more)

FREE CONSULTATION 

CONTACT

800-954-5781

Christine  James Lawyer

Christine James

VERIFIED
Estate, Trusts, Estate Planning, Wills & Probate, Real Estate

At James Law Group, we understand that talking about estate issues is hard.Planning during your life means facing your mortality.Dealing with estate m... (more)

FREE CONSULTATION 

CONTACT

800-816-3270

Preston A. Marx Lawyer

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)

Amanda Uhrhammer

Estate Planning, Family Law, Litigation, Real Estate
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Susan King

International Tax, Estate Planning, Business & Trade, Corporate
Status:  In Good Standing           

Brandi R. Turner

Estate Planning, Family Law, Litigation, Real Estate
Status:  In Good Standing           

Jason Borg

Family Law, Wills & Probate, Child Support, Estate Planning
Status:  In Good Standing           

Brian L. Coggins

Tax, International, Estate Planning, Corporate
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

Timothy Allen Charshaf

Corporate, Business Organization, Estate Planning, Family Law
Status:  In Good Standing           

Scott D. Christensen

Estate Planning, Family Law, Litigation, Real Estate
Status:  In Good Standing           

Free Help: Use This Form or Call 800-620-0900

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Free Help: Use This Form or Call 800-943-8690

Member Representative

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

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Easily find Sacramento Estate Planning Lawyers and Sacramento Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

MARITAL LIFE ESTATE TRUST

See AB trust.

TITLE COMPANY

A company that issues title insurance.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)
A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)
Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)
The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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).

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)
A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)
Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

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. ...