Santa Rosa Wills & Probate Lawyer, California

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Includes: Estate Administration, Living Wills, Wills

Michael C. Fallon Lawyer

Michael C. Fallon

VERIFIED
Bankruptcy & Debt, Wills & Probate, Trusts
Certified Personal and Small Business Bankruptcy Law Specialist By the State of California

Michael Fallon is a practicing lawyer in the state of California. Attorney Fallon received his J.D. from the Empire College School of Law. Lawyer... (more)

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Adrienne M. Moran

Government Agencies, Wills & Probate, Products Liability, Medical Malpractice
Status:  In Good Standing           

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Everett H. Shapiro

Products Liability, Medical Malpractice, Wills & Probate, Government Agencies
Status:  In Good Standing           

FREE CONSULTATION 

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Craig Welch

Wills, Wills & Probate, Corporate, Contract
Status:  In Good Standing           
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Marie Galanti

Wills & Probate, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  18 Years

Debora A. Loughner

Wills, Collaborative Law, Family Law, Divorce
Status:  In Good Standing           Licensed:  18 Years

James D. Krupka

Wills, Wills & Probate, Trusts, Estate Planning
Status:  In Good Standing           Licensed:  27 Years

Daniel J. Galvin

Government Agencies, Wills & Probate, Products Liability, Medical Malpractice
Status:  In Good Standing           Licensed:  41 Years

Charles D. Stark

Wills, Trusts, Family Law, Elder Law, Divorce
Status:  In Good Standing           

Albert Gresser Handelman

Trusts, Estate Planning, Wills & Probate
Status:  In Good Standing           Licensed:  42 Years

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Free Help: Use This Form or Call 800-943-8690

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Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Email, Phone, Text Messages, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

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LEGAL TERMS

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

SUCCESSOR TRUSTEE

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

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)
A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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.'

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.

MARITAL LIFE ESTATE TRUST

See AB trust.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

FAMILY POT TRUST

See pot trust.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.—. 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). ...