Santa Ana Estate Planning Lawyer, California

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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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Our goal is to have our core areas of practice rank among the top in the legal community.

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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Includes: Gift Taxation

John Joseph Stanton

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Estate, Divorce & Family Law, Trusts, Estate Planning, Wills & Probate

Hiring a lawyer can be intimidating. Stepping into a lawyer's office can be even more stressful. At our firm, however, we strive to take the stress ou... (more)

CONTACT

800-856-9850

2651 E Chapman Ave, Fullerton, CA 92831

James A. Schmiesing

Commercial Real Estate, Estate Administration, Estate Planning, Corporate

Status: In Good Standing

CONTACT

Central Orange County, 400 North Tustin Avenue, Santa Ana, CA 92705

Paul P. Lin

Wills & Probate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

8 Corporate Park, Irvine, CA 92606

W. Robert Price

Wills & Probate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

8 Corporate Park, Irvine, CA 92606

Rick D. Williams

Estate Planning, Family Law, Corporate, Business Organization

Status: In Good Standing

CONTACT

12437 Lewis Street, Garden Grove, CA 92840

Stacy Olsen

Corporate, Business Successions, Estate Planning, Trusts

Status: In Good Standing

CONTACT

1301 Dove Street, Newport Beach, CA 92660

Peter J Linden

Estate Administration, Estate Planning, Litigation, Wills & Probate

Status: In Good Standing

CONTACT

2500 Anniversary Lane, Newport Beach, CA 92660

Richard T. Hsueh

Employment, Estate Planning, Family Law, Litigation

Status: In Good Standing

CONTACT

16148 Sand Canyon Avenue, Irvine, CA 92618

Jerry D. Mackey

Estate Planning, Corporate, Non-profit, Business Organization

Status: In Good Standing

CONTACT

(By Appointment Only), North Orange County Office, 2260 North State College Boulevard, Fullerton, CA 92831

Stefanie Noel Brabec

Estate Planning, Family Law, Guardianships & Conservatorships, Adoption

Status: In Good Standing

CONTACT

15707 Rockfield Boulevard, Irvine, CA 92618

800-923-0641

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LEGAL TERMS

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

MARITAL LIFE ESTATE TRUST

See AB trust.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

FUNDING A TRUST

Transferring ownership of property to a trust.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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.'

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

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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Santa Ana Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

John Joseph Stanton

James A. Schmiesing

Paul P. Lin

W. Robert Price

Rick D. Williams

Stacy Olsen

Peter J Linden

Richard T. Hsueh

Jerry D. Mackey

Stefanie Noel Brabec

TIPS

LEGAL TERMS

CONSERVATOR

MARITAL LIFE ESTATE TRUST

TAKING AGAINST THE WILL

FUNDING A TRUST

TRUST MERGER

SUMMARY PROBATE

BEQUEATH

MINERAL RIGHTS

INVESTOR

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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