Santa Ysabel Estate Planning Lawyer, California

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Includes: Gift Taxation

Jeremiah F. Reid

Trusts, Estate Planning, Estate
Status:  Inactive           Licensed:  46 Years

Don Steven Kovacic

Tax, Estate Planning, Employment, Business & Trade
Status:  In Good Standing           Licensed:  43 Years

Kelly Katherine Reid

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts
Status:  In Good Standing           Licensed:  17 Years

Garth O. Reid

Tax, International, Trusts, Gift Taxation
Status:  In Good Standing           Licensed:  49 Years

Silas Isadore Harrington

International Tax, Estate Planning, Estate, Corporate
Status:  In Good Standing           Licensed:  24 Years

Karen E. Black

Estate Planning, Estate, Elder Law, Civil & Human Rights
Status:  In Good Standing           Licensed:  42 Years

E James H Jeffries

Other, Trusts, Estate Planning, Family Law
Status:  In Good Standing           Licensed:  53 Years

Victor James Ferrette

International, Trusts, Estate Planning, Estate
Status:  Inactive           

Constance Jean Larsen

International, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  38 Years

John George Yphantides

Wills & Probate, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  26 Years

Free Help: Use This Form or Call 800-620-0900

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

Member Representative

Call me for fastest results!
800-943-8690

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 Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

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Easily find Santa Ysabel Estate Planning Lawyers and Santa Ysabel Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)
An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

CERTIFICATION OF TRUST

See abstract of trust.

CURATOR

See conservator.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)
A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)
Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living 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 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). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

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.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)
The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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. ...