San Martin Estate Planning Lawyer, California

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Dutch Meyer
About | Practice Areas
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.

831-444-6637
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
  Estate
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Includes: Gift Taxation

John D. Teter

✓ VERIFIED

Tax, Estate Planning, Contract, Real Estate Other, Wills & Probate

As a lawyer for over 30 years, on a daily basis, John Teter has assisted thousands of clients in achieving their business and personal goals. He draws... (more)

CONTACT

408-866-1810

1361 South Winchester Boulevard, San Jose, CA 95128

Richard Alan Wingerden

✓ VERIFIED

Estate, Trusts, Wills & Probate, Estate Planning, Power of Attorney

Mr. Wingerden is very knowledgeable in the area of estate planning. As your lawyer, the main goal is to execute a legal document that clearly preserve... (more)

FREE CONSULTATION

CONTACT

800-940-6950

777 N 1St St, San Jose, CA 95112

James Patrick Cilley

✓ VERIFIED

Estate, Wills & Probate, Trusts, Estate Planning, Power of Attorney

James P. Cilley is certified as a Specialist in trust and estate litigation, fiduciary disputes, and elder abuse actions by the California State Bar B... (more)

CONTACT

408-998-9500

2502 Stevens Creek Boulevard, San Jose, CA 95128

Daniel E. Hanley

Elder Law, Estate Planning, Landlord-Tenant, Litigation

Status: In Good Standing

CONTACT

1091 Lincoln Ave, San Jose, CA 95125

Sean Hanley

Wills, Trusts, Estate Planning, Bankruptcy

Status: In Good Standing

CONTACT

1091 Lincoln Ave, San Jose, CA 95125

Brian E. Hawes

Corporate, Contract, Employment, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

1625 The Alameda, San Jose, CA 95126

Michael G Briski

Estate Planning, Family Law, Personal Injury, Real Estate

Status: In Good Standing

CONTACT

4 North Second Street, San Jose, CA 95109

Michael Brundage Zemetra

Criminal, DUI-DWI, Pension & Benefits, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

255 W. Julian Street, San Jose, CA 95110

John Robert Foster

Trusts, Gift Taxation, Estate Planning, Estate

Status: In Good Standing Licensed: 60 Years

CONTACT

30 Keystone Ave, Morgan Hill, CA 95037

John Robert Foster

Trusts, Gift Taxation, Estate Planning, Estate

Status: Retired Licensed: 60 Years

CONTACT

17630 Black Oak Ct, Morgan Hill, CA 95037

800-923-0641

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LEGAL TERMS

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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.

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.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

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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San Martin Estate Planning Lawyer, California

Sponsored Law Firm

Monterey Peninsula Law Inc.

SPONSORED LAWYERS

John D. Teter

Richard Alan Wingerden

James Patrick Cilley

Daniel E. Hanley

Sean Hanley

Brian E. Hawes

Michael G Briski

Michael Brundage Zemetra

John Robert Foster

John Robert Foster

TIPS

LEGAL TERMS

SUCCESSOR TRUSTEE

BENEFICIARY

ADMINISTRATION (OF AN ESTATE)

WILL

CONTINGENT BENEFICIARY

ESTATE TAXES

BEQUEATH

ACCUMULATION TRUST

FAMILY ALLOWANCE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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