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Dutch Meyer
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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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Yair Chaver

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Estate, Trusts, Wills

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831-430-6816

PO Box 831, Santa Cruz, CA 95061

Timothy Charles Burns

Corporate, Trusts, Commercial Real Estate, Immigration

Status: In Good Standing Licensed: 44 Years

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124 Towne Terrace, Santa Cruz, CA 95060

Emily J Buchbinder

Tax, Trusts, Estate

Status: In Good Standing

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133 Mission St, Santa Cruz, CA 95060

Timothy John Morgan

Commercial Real Estate, Real Estate, Election & Political, Trusts

Status: In Good Standing Licensed: 51 Years

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121 Jewell St, Santa Cruz, CA 95060

Barbara Hyungin Choi

Real Estate, Trusts, Employment, Accident & Injury

Status: In Good Standing

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333 Church St, Santa Cruz, CA 95061

Michelle Ellen Anderson

Wills, Trusts, Child Custody, Household Mold

Status: In Good Standing Licensed: 28 Years

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550 Water St, Santa Cruz, CA 95060

Lauren Therese Corman

Landlord-Tenant, Trusts, Gift Taxation, Estate Planning, Collection

Status: In Good Standing Licensed: 11 Years

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740 Front St, Santa Cruz, CA 95060

Edward Leong Chun

Real Estate, Trusts, Estate Planning, Child Custody

Status: In Good Standing Licensed: 34 Years

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1200 Pacific Ave, Santa Cruz, CA 95060

Steven D Penrose

Litigation, Wills, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

1200 Pacific Ave, Santa Cruz, CA 95060

Samantha Hart Farren

Commercial Real Estate, Trusts, Elder Law, Administrative Law

Status: In Good Standing Licensed: 32 Years

CONTACT

2820 Porter St, Soquel, CA 95073

800-923-0641

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LEGAL TERMS

TRUSTEE POWERS

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

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

TESTAMENTARY TRUST

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

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.

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).

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

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 Cruz Trusts Lawyer, California

Sponsored Law Firm

Monterey Peninsula Law Inc.

SPONSORED LAWYERS

Yair Chaver

Timothy Charles Burns

Emily J Buchbinder

Timothy John Morgan

Barbara Hyungin Choi

Michelle Ellen Anderson

Lauren Therese Corman

Edward Leong Chun

Steven D Penrose

Samantha Hart Farren

TIPS

LEGAL TERMS

TRUSTEE POWERS

HEIR APPARENT

AUGMENTED ESTATE

TESTAMENTARY TRUST

FAMILY ALLOWANCE

PER CAPITA

QTIP TRUST

GRANTOR RETAINED INCOME TRUST

DISINHERIT

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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