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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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Includes: Gift Taxation

Pietro E. Canestrelli

Estate Planning, Wills & Probate, Tax Litigation, Tax

Status: In Good Standing

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28765 Single Oak Drive, Temecula, CA 92590

Robert Famularo

Real Estate, Estate Planning, Family Law, Divorce

Status: In Good Standing

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41690 Enterprise Circle North, Temecula, CA 92590

Ronald Evan Doty

Commercial Real Estate, Landlord-Tenant, Estate Planning, Estate

Status: In Good Standing Licensed: 30 Years

CONTACT

1600 E Florida Ave, Hemet, CA 92544

Karl Dale Mowery

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 32 Years

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464 S Palm Ave, Hemet, CA 92543

Jennifer Lee Gaipo

Estate Planning

Status: In Good Standing Licensed: 11 Years

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35459 Azalea Cir, Winchester, CA 92596

Juliet Grossman

Estate Planning, Criminal

Status: In Good Standing Licensed: 30 Years

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30755 Auld Rd, Murrieta, CA 92563

Juliet Drucilla Grossman

Estate Planning, Criminal

Status: In Good Standing Licensed: 30 Years

CONTACT

30755 Auld Rd, Murrieta, CA 92563

Dustin James Wetton

International, Gift Taxation, Tax

Status: In Good Standing

CONTACT

38605 Calistoga Dr, Murrieta, CA 92563

Gregory Charles Ashcraft

Estate Administration, Trusts, Estate Planning, Bankruptcy & Debt

Status: In Good Standing Licensed: 11 Years

CONTACT

29970 Technology Dr, Murrieta, CA 92563

Joan Louw

General Practice

Status: In Good Standing Licensed: 46 Years

CONTACT

33800 Linda Rosea Rd, Temecula, CA 92592

800-923-0641

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LEGAL TERMS

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.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

KINDRED

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

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

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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Sage Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Pietro E. Canestrelli

Robert Famularo

Ronald Evan Doty

Karl Dale Mowery

Jennifer Lee Gaipo

Juliet Grossman

Juliet Drucilla Grossman

Dustin James Wetton

Gregory Charles Ashcraft

Joan Louw

TIPS

LEGAL TERMS

AB TRUST

INTESTATE

STATUTORY SHARE

KINDRED

TESTAMENTARY TRUST

WILL

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SUCCESSION

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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