Santa Clara County, CA Trusts Lawyers

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David E. Castro
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Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
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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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Richard Alan Wingerden

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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)

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800-940-6950

777 N 1St St, San Jose, CA 95112

James Patrick Cilley

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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

Sean Hanley

Wills, Trusts, Estate Planning, Bankruptcy

Status: In Good Standing

CONTACT

1091 Lincoln Ave, San Jose, CA 95125

Judith Navi Douglass

Wills & Probate, Trusts, Estate

Status: In Good Standing

CONTACT

14414 Oak Street, Saratoga, CA 95070

Miriam Behman Brody

Litigation, Lawsuit & Dispute, Health Care Other, Trusts, Estate

Status: In Good Standing Licensed: 41 Years

CONTACT

19040 Cox Ave, Saratoga, CA 95070

Robert Paul Bergman

Commercial Real Estate, International Tax, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1777 Saratoga Ave, San Jose, CA 95129

Daniel James Nevis

Real Estate, Trusts, Business, Medical Malpractice

Status: In Good Standing

CONTACT

2001 Gateway Pl, Alviso, CA 95110

David Leon Nevis

Real Estate, Trusts, Estate, Business

Status: In Good Standing

CONTACT

50 W San Fernando St, Alviso, CA 95113

Doron Ohel

Commercial Real Estate, Litigation, Wills, Trusts

Status: In Good Standing Licensed: 22 Years

CONTACT

19925 Stevens Creek Blvd, Cupertino, CA 95014

Jennifer E Pesek

Intellectual Property, Trusts, Contract, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

1250 Oakmead Pkwy, Sunnyvale, CA 94085

800-923-0641

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LEGAL TERMS

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

FAMILY POT TRUST

See pot trust.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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.

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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Santa Clara County, CA Trusts Lawyers

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Richard Alan Wingerden

James Patrick Cilley

Sean Hanley

Judith Navi Douglass

Miriam Behman Brody

Robert Paul Bergman

Daniel James Nevis

David Leon Nevis

Doron Ohel

Jennifer E Pesek

TIPS

LEGAL TERMS

GRANTOR

TRUSTEE POWERS

EXEMPTION TRUST

ADEMPTION

FAMILY POT TRUST

DEATH TAXES

CONTINGENT BENEFICIARY

HEIR AT LAW

PROVING A WILL

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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