South San Francisco Trusts Lawyer, California, page 5

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Dixon Howell
About | Practice Areas
Business Law Group
1800 Hamilton Ave Suite 240 San Jose, CA 95125» view map
Estate Law
Legal & Business Solutions

At Business Law Group, we focus on serving the business-related legal needs of businesses and individuals. We deal extensively with start-up and emerging growth companies.

800-714-9261
1. Dixon Howell San Jose, CA
  Attorney at Law - CA, 1967
  University of California J.D. 1967
2. AboutBusiness Law Group
  Legal & Business Solutions
3. Practice AreasExpertise
  Estate Law
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Ronn R Uchihara

Trusts, Estate

Status: In Good Standing Licensed: 29 Years

CONTACT

50 Castlemont Ave, Daly City, CA 94015

Anne Marie Paolini

Trusts

Status: In Good Standing Licensed: 32 Years

CONTACT

22 Ocean Ave, San Francisco, CA 94112

Julia Eva Lingys

Trusts, Estate, Divorce & Family Law

Status: In Good Standing

CONTACT

181 2Nd Ave, San Mateo, CA 94401

Stewart Richard Albertson

Litigation, Estate, Lawsuit & Dispute, Trusts

Status: In Good Standing Licensed: 20 Years

CONTACT

One Market St., San Francisco, CA 94105

Michael E. Freedman

Wills & Probate, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 40 Years

CONTACT

580 California Street, San Francisco, CA 94104

Laurence Patrick Dugoni

Tax, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

400 South El Camino Real, San Mateo, CA 94402

Arthur Hurst Bredenbeck

Real Estate, Trusts, Estate

Status: In Good Standing

CONTACT

400 S El Camino Real, San Mateo, CA 94402

Riyad Robert Salma

Real Estate, Trusts, Estate

Status: In Good Standing Licensed: 27 Years

CONTACT

Burlingame, CA 94011

Amy Denker Shelf

Other, Wills, Trusts, Bankruptcy & Debt

Status: In Good Standing Licensed: 24 Years

CONTACT

459 Fulton St, San Francisco, CA 94102

Ruth Maria Vogelsang

Intellectual Property, Government, Trusts, Labor Law

Status: In Good Standing Licensed: 26 Years

CONTACT

117 Conrad St, San Francisco, CA 94131

800-923-0641

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LEGAL TERMS

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

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.

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.

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.

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.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

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.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

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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South San Francisco Trusts Lawyer, California, page 5

Sponsored Law Firm

Business Law Group

SPONSORED LAWYERS

Ronn R Uchihara

Anne Marie Paolini

Julia Eva Lingys

Stewart Richard Albertson

Michael E. Freedman

Laurence Patrick Dugoni

Arthur Hurst Bredenbeck

Riyad Robert Salma

Amy Denker Shelf

Ruth Maria Vogelsang

TIPS

LEGAL TERMS

INHERIT

TAKING AGAINST THE WILL

FAMILY ALLOWANCE

RULE AGAINST PERPETUITIES

QTIP TRUST

AB TRUST

PUBLIC ADMINISTRATOR

REAL ESTATE AGENT

PRETERMITTED HEIR

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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