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Strawberry Valley Estate Planning Lawyer, California

Sponsored Law Firm


Includes: Gift Taxation

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1-7 of 7 matches. Page 1 of 1  

Kathryn Elizabeth Jacobs

Tax, Gift Taxation
Status:  In Good Standing           Licensed:  30 Years
CONTACT
300 Austin St, Nevada City, CA 95959
Profile LAWPOINTS™26/100
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Clarence Hobart Mcproud

International, Trusts, Gift Taxation, Estate
Status:  In Good Standing           Licensed:  45 Years
CONTACT
505 Coyote St, Nevada City, CA 95959
Profile LAWPOINTS™26/100
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Richard Michael Hawkins

Landlord-Tenant, Trusts, Estate Planning, Felony
Status:  In Good Standing           
CONTACT
563 Brunswick Rd, Grass Valley, CA 95945
Profile LAWPOINTS™36/100
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Paulla Sue Hyatt-McIntire

Wills & Probate, Trusts, Estate Planning, Elder Law
Status:  In Good Standing           Licensed:  22 Years
CONTACT
642 Bridge Street, Yuba City, CA 95991
Profile LAWPOINTS™55/100
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Robert Michael Gengler

Trusts, Estate Planning, Child Custody, Bankruptcy
Status:  In Good Standing           Licensed:  52 Years
CONTACT
1512 Starr Dr, Yuba City, CA 95993
Profile LAWPOINTS™26/100
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Penelope Anne Changaris

Estate, Estate Planning, Trusts, Wills & Probate
Status:  In Good Standing           Licensed:  32 Years
CONTACT
474 Century Park Dr, Yuba City, CA 95991
Profile LAWPOINTS™38/100
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Timothy Michael Kelleher

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts
Status:  In Good Standing           Licensed:  53 Years
CONTACT
437 Century Park Dr, Yuba City, CA 95991
Profile LAWPOINTS™26/100
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TIPS

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

LEGAL TERMS

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.

FAILURE OF ISSUE

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

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.

BENEFICIARY

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

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

LIFE BENEFICIARY

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

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)
The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

CREDIT SHELTER TRUST

See AB trust.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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. ...

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