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David E. Castro
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Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
Accident & Injury Law
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The Law Office of David E Castro is a multi-specialty law practice that provides compassionate, individualized, and aggressive legal counsel.

800-745-0730
1. David E. Castro Rocklin, CA
  Attorney at Law - CA, 2014
  Florida Coastal School of Law
2. AboutLaw Office of David E. Castro
  Your Local, Legal Professionals
3. Practice AreasExpertise
  Accident & Injury Law
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James Patrick Cilley

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Estate, Wills & Probate, Trusts, Estate Planning, Power of Attorney

James P. Cilley is certified as a Specialist in trust and estate litigation, fiduciary disputes, and elder abuse actions by the California State Bar B... (more)

CONTACT

408-998-9500

2502 Stevens Creek Boulevard, San Jose, CA 95128

Richard Alan Wingerden

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Estate, Trusts, Wills & Probate, Estate Planning, Power of Attorney

Mr. Wingerden is very knowledgeable in the area of estate planning. As your lawyer, the main goal is to execute a legal document that clearly preserve... (more)

FREE CONSULTATION

CONTACT

800-940-6950

777 N 1St St, San Jose, CA 95112

Sean Hanley

Wills, Trusts, Estate Planning, Bankruptcy

Status: In Good Standing

CONTACT

1091 Lincoln Ave, San Jose, CA 95125

Jeannie N L Tran

Real Estate, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

438 S Murphy Ave, Sunnyvale, CA 94086

Katherine S. Efting

Wills, Trusts, Estate

Status: In Good Standing Licensed: 11 Years

CONTACT

438 S Murphy Ave, Sunnyvale, CA 94086

Marcus James Godfrey

Wills, Trusts, Estate

Status: In Good Standing Licensed: 12 Years

CONTACT

438 S Murphy Ave, Sunnyvale, CA 94086

Jennifer E Pesek

Intellectual Property, Trusts, Contract, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

1250 Oakmead Pkwy, Sunnyvale, CA 94085

Yvette Young Wahn Lee

Real Estate, Immigration, Trusts, Estate

Status: In Good Standing Licensed: 26 Years

CONTACT

1290 Kifer Rd, Sunnyvale, CA 94086

Gary Brainin

Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

2855 Kifer Rd, Santa Clara, CA 95051

Brigitte Binkert

Estate Planning, Contract, Intellectual Property, International, Trusts

Status: In Good Standing Licensed: 17 Years

CONTACT

650 Castro St, Mountain View, CA 94041

800-923-0641

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LEGAL TERMS

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.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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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Sunnyvale Trusts Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

James Patrick Cilley

Richard Alan Wingerden

Sean Hanley

Jeannie N L Tran

Katherine S. Efting

Marcus James Godfrey

Jennifer E Pesek

Yvette Young Wahn Lee

Gary Brainin

Brigitte Binkert

TIPS

LEGAL TERMS

PER STIRPES

SURVIVING SPOUSE'S TRUST

GENERATION-SKIPPING TRUST

ABATEMENT

SELF-PROVING WILL

TRUST MERGER

ESTATE TAXES

WARRANTY DEED

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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