Thousand Oaks Trusts Lawyer, California, page 2

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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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Mary Lynn Ankerbrand

Wills, Trusts, Estate

Status: In Good Standing Licensed: 17 Years

CONTACT

325 Rolling Oaks Dr, Westlake Village, CA 91361

Adam Sean Gauthier

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 18 Years

CONTACT

128 Auburn Ct, Newbury Park, CA 91362

Terri Eileen Hilliard

Trusts, Estate

Status: In Good Standing Licensed: 35 Years

CONTACT

600 Hampshire Rd, Westlake Village, CA 91361

Gerald Marcell Stauffer

Trusts, Estate, Employee Rights

Status: Inactive Licensed: 56 Years

CONTACT

1491 Corte Verano, Newbury Park, CA 91360

Bradley Randolph Van Scoyk

Estate Planning, Workers' Compensation, Trusts, Estate, Wills

Status: In Good Standing Licensed: 13 Years

CONTACT

199 W Hillcrest Drive, Thousand Oaks, CA 91360

Sara Jean Mclemen

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 15 Years

CONTACT

2625 Townsgate Rd, Westlake Village, CA 91361

Mary Patricia Kulvinskas

Trusts, Estate, Civil & Human Rights, Business

Status: In Good Standing Licensed: 25 Years

CONTACT

2625 Townsgate Rd, Westlake Village, CA 91361

Grant Steven Pederson

Wills, Trusts, Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

920 Hampshire Rd, Westlake Village, CA 91361

William Bruce Steinmeyer

Real Estate, Trusts, Estate, Business

Status: In Good Standing Licensed: 44 Years

CONTACT

920 Hampshire Rd, Westlake Village, CA 91361

Mariam E. Hanna

Trusts, Estate, Family Law, Criminal

Status: In Good Standing Licensed: 9 Years

CONTACT

2829 Townsgate Rd, Westlake Village, CA 91361

800-923-0641

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LEGAL TERMS

GRANTOR

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

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.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

SUCCESSOR TRUSTEE

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

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.

MARITAL LIFE ESTATE TRUST

See AB trust.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

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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Thousand Oaks Trusts Lawyer, California, page 2

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Mary Lynn Ankerbrand

Adam Sean Gauthier

Terri Eileen Hilliard

Gerald Marcell Stauffer

Bradley Randolph Van Scoyk

Sara Jean Mclemen

Mary Patricia Kulvinskas

Grant Steven Pederson

William Bruce Steinmeyer

Mariam E. Hanna

TIPS

LEGAL TERMS

GRANTOR

TRUST MERGER

AUGMENTED ESTATE

AB TRUST

OFFICER

SUCCESSOR TRUSTEE

GROSS ESTATE

MARITAL LIFE ESTATE TRUST

PROBATE COURT

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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