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Amiel Wade
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Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
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1. Amiel Wade San Jose, CA
  Attorney at Law- CA, 1996
  Rutgers School of Law—Camden, Rutgers University, J.D. 1996
2. AboutWade Law Group
  Working With Excellent Attorneys
3. Practice AreasExpertise
  Wills & Probate Law
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Joyce Marsha Gandelman

Wills, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 20 Years

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821 13Th St, Modesto, CA 95354

Kathleen Helen Hollowell

Real Estate, Trusts, Estate, Business

Status: In Good Standing Licensed: 20 Years

CONTACT

601 Mchenry Ave, Modesto, CA 95350

John Wilmar Jensen

Education, Medicare & Medicaid, Trusts, Estate Planning

Status: In Good Standing Licensed: 73 Years

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1514 H St, Modesto, CA 95354

Robert Watson Crabtree

Real Estate, Trusts, Estate Planning, Business

Status: In Good Standing

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Modesto, CA 95353

Pablo Alfredo Tagre

Wills, Trusts, Estate, Elder Law

Status: In Good Standing Licensed: 19 Years

CONTACT

1100 J St, Modesto, CA 95354

Paul Ernest Echols

Wills, Trusts, Estate, Elder Law

Status: In Good Standing Licensed: 35 Years

CONTACT

619 13Th St, Modesto, CA 95354

Rodney Alan Augustine

Commercial Real Estate, Wills, Trusts, Corporate

Status: In Good Standing

CONTACT

528 14Th St, Modesto, CA 95354

Carl Edward Combs

Wills & Probate, Trusts, Estate, Business

Status: In Good Standing Licensed: 34 Years

CONTACT

515 13Th St, Modesto, CA 95354

Steven Austin Smith

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 37 Years

CONTACT

502 13Th St, Modesto, CA 95354

Vincent Leland Jamison

Real Estate, Trusts, Business

Status: In Good Standing Licensed: 16 Years

CONTACT

1100 14th Street, Modesto, CA 95354

800-923-0641

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LEGAL TERMS

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

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.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

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.

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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Stockton Trusts Lawyer, California, page 7

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Joyce Marsha Gandelman

Kathleen Helen Hollowell

John Wilmar Jensen

Robert Watson Crabtree

Pablo Alfredo Tagre

Paul Ernest Echols

Rodney Alan Augustine

Carl Edward Combs

Steven Austin Smith

Vincent Leland Jamison

TIPS

LEGAL TERMS

PROPERTY CONTROL TRUST

TAKING AGAINST THE WILL

POWER OF APPOINTMENT

AB TRUST

INVENTORY

BENEFICIARY

GENERATION-SKIPPING TRANSFER TAX

ADMINISTRATRIX

CONTINGENT BENEFICIARY

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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