Valley Village Trusts Lawyer, California, page 3

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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
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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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Gregory John Pedrick

Trusts, Family Law, Divorce & Family Law, Business

Status: In Good Standing Licensed: 31 Years

CONTACT

15915 Ventura Blvd, Encino, CA 91436

Michael Mizrahi

Commercial Real Estate, Trusts, Criminal, Contract

Status: In Good Standing Licensed: 26 Years

CONTACT

14900 Magnolia Blvd, Encino, CA 91413

Lewis Schlesinger

Trusts, Estate

Status: In Good Standing Licensed: 52 Years

CONTACT

12211 Blix St, North Hollywood, CA 91607

David Mark Agler

International, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 44 Years

CONTACT

12450 Magnolia Blvd, North Hollywood, CA 91607

Barbara R. Roller

Other, Real Estate, Trusts, Gift Taxation

Status: In Good Standing Licensed: 46 Years

CONTACT

12350 Addison St, North Hollywood, CA 91607

Scott Martin Farkas

Wills, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 26 Years

CONTACT

15760 Ventura Blvd, Encino, CA 91436

Ethan Albert Cohen

Litigation, Trusts, Gift Taxation, Bankruptcy

Status: In Good Standing Licensed: 17 Years

CONTACT

4821 Lankershim Blvd, North Hollywood, CA 91601

Barbara Diane Bergstein

Trusts

Status: In Good Standing Licensed: 31 Years

CONTACT

12522 Moorpark St, North Hollywood, CA 91604

Kim Cameron

Industry Specialties, Trusts, Estate, Business

Status: In Good Standing Licensed: 10 Years

CONTACT

11030 Aqua Vista St, North Hollywood, CA 91602

Richard Smith Arnold

Trusts, Estate

Status: In Good Standing Licensed: 50 Years

CONTACT

3940 Laurel Canyon Blvd, North Hollywood, CA 91604

800-923-0641

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LEGAL TERMS

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

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

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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Valley Village Trusts Lawyer, California, page 3

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Gregory John Pedrick

Michael Mizrahi

Lewis Schlesinger

David Mark Agler

Barbara R. Roller

Scott Martin Farkas

Ethan Albert Cohen

Barbara Diane Bergstein

Kim Cameron

Richard Smith Arnold

TIPS

LEGAL TERMS

ALTERNATE BENEFICIARY

ADMINISTRATION (OF AN ESTATE)

CHARITABLE TRUST

DOWER AND CURTESY

PROBATE

AUGMENTED ESTATE

SUCCESSION

DEATH TAXES

HEIR APPARENT

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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