Santa Cruz Wills & Probate Lawyer, California, page 3

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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
Accident & Injury Law
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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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Includes: Estate Administration, Living Wills, Wills

Elaine Mei Seid

Wills, Trusts, Business, Bankruptcy

Status: In Good Standing Licensed: 48 Years

CONTACT

15559 Union Ave No 225, Los Gatos, CA 95032

Amy Lynne Horowitz

Education, Lawsuit & Dispute, Wills, Trusts

Status: In Good Standing Licensed: 25 Years

CONTACT

6501 Crown Blvd, Alviso, CA 95120

Lois Ann Raap

Wills & Probate, Guardianships & Conservatorships

Status: In Good Standing Licensed: 23 Years

CONTACT

16331 Lavender Ln, Los Gatos, CA 95032

Lois Ann Raap

Wills & Probate

Status: In Good Standing Licensed: 23 Years

CONTACT

15466 Los Gatos Blvd, Los Gatos, CA 95032

Enrico Lydell Callender

Public Law, Government, Wills, Civil Rights

Status: In Good Standing Licensed: 9 Years

CONTACT

5750 Almaden Expy, Alviso, CA 95118

Marleen Brady Kuttner

Real Estate, Mental Health, Wills & Probate, Estate Planning

Status: In Good Standing Licensed: 30 Years

CONTACT

1901 S Bascom Ave, Campbell, CA 95008

Robert Paul Bergman

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

Status: In Good Standing

CONTACT

1777 Saratoga Ave, San Jose, CA 95129

Joyce Warshaw Levy

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 39 Years

CONTACT

6203 San Ignacio Ave, Alviso, CA 95119

800-923-0641

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LEGAL TERMS

MARITAL LIFE ESTATE TRUST

See AB trust.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

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.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

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.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

TESTAMENTARY TRUST

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

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Santa Cruz Wills & Probate Lawyer, California, page 3

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Elaine Mei Seid

Amy Lynne Horowitz

Lois Ann Raap

Lois Ann Raap

Enrico Lydell Callender

Marleen Brady Kuttner

Robert Paul Bergman

Joyce Warshaw Levy

TIPS

LEGAL TERMS

MARITAL LIFE ESTATE TRUST

RULE AGAINST PERPETUITIES

PROBATE

PREDECEASED SPOUSE

AB TRUST

LAPSE

ESTATE TAXES

ABSTRACT OF TRUST

TESTAMENTARY TRUST

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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