Sheridan Trusts Lawyer, California

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Christine  James Lawyer

Christine James

VERIFIED
Estate, Trusts, Estate Planning, Wills & Probate, Real Estate

At James Law Group, we understand that talking about estate issues is hard.Planning during your life means facing your mortality.Dealing with estate m... (more)

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800-816-3270

Preston A. Marx Lawyer

Preston A. Marx

VERIFIED
Estate, Estate Planning, Trusts, Estate Administration, Elder Law

I am tremendously proud of the impact that I have made in helping my clients by providing quality estate planning and trust administration services. I... (more)

Michael R. Kelly Lawyer

Michael R. Kelly

VERIFIED
Estate Planning, Commercial Real Estate, Trusts, Estate, Wills

At Miner & Kelly, our mission is to protect and assert client’s rights while guiding them through the legal process, to provide excellent personal s... (more)

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800-954-5781

Julie B Gustavson

Real Estate, Wills, Trusts, Corporate
Status:  In Good Standing           

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Roger Tamotsu Abe

General Practice
Status:  In Good Standing           Licensed:  42 Years

Cheryl Larayne Carl

Trusts
Status:  In Good Standing           Licensed:  24 Years

Juliette Tognetti Robertson

Trusts, Estate Planning
Status:  In Good Standing           Licensed:  17 Years

Alexander Wei Beyer

Trusts, Elder Law, Corporate, Contract
Status:  In Good Standing           Licensed:  11 Years

Spencer Dwight Short

Business, Land Use & Zoning, Administrative Law, Trusts
Status:  In Good Standing           Licensed:  15 Years

Elizabeth Ann Meyer

Trusts, Wills
Status:  In Good Standing           Licensed:  10 Years

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LEGAL TERMS

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.

CURATOR

See conservator.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)
A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)
For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)
Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

SUCCESSOR TRUSTEE

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

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)
A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

GRANTOR

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

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. ...