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David E. Castro
About | Practice Areas
Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
Accident & Injury Law
Your Local, Legal Professionals

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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Includes: Gift Taxation

Jarrod Masahiko Kiyuna

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 19 Years

CONTACT

2505 Alluvial Ave, Clovis, CA 93611

Richard Michael Aaron

Estate Planning, Business, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

8080 N Palm Ave, Fresno, CA 93729

W. F. Docker

Estate Planning, Transactions, Trusts

Status: In Good Standing

CONTACT

7647 N. Fresno Street, Fresno, CA 93720

Vreeland Osborn Jones

Corporate, International Tax, Health Care Other, Estate Planning

Status: In Good Standing

CONTACT

7647 N. Fresno Street, Fresno, CA 93720

Jeffrey Brian Pape

Other, Tax, Trusts, Gift Taxation, Business

Status: In Good Standing

CONTACT

642 Pollasky Ave, Clovis, CA 93612

Bryan Neil Wagner

Real Estate, International, Gift Taxation, Business

Status: In Good Standing Licensed: 40 Years

CONTACT

7110 N Fresno St, Fresno, CA 93720

Jared Reed Callister

Tax, Real Estate, Trusts, Gift Taxation, Contract

Status: In Good Standing

CONTACT

7112 N Fresno St, Fresno, CA 93720

Robert Goodman Fishman

Tax, Industry Specialties, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

7112 N Fresno St, Fresno, CA 93720

Eric Paul Myers

Tax, Gift Taxation

Status: In Good Standing Licensed: 24 Years

CONTACT

1111 E Herndon Ave, Fresno, CA 93720

James Frederick Wagner

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 70 Years

CONTACT

7647 N Fresno St, Fresno, CA 93720

800-923-0641

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LEGAL TERMS

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

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.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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.

CREDIT SHELTER TRUST

See AB trust.

MARITAL LIFE ESTATE TRUST

See AB trust.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

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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Bass Lake Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Jarrod Masahiko Kiyuna

Richard Michael Aaron

W. F. Docker

Vreeland Osborn Jones

Jeffrey Brian Pape

Bryan Neil Wagner

Jared Reed Callister

Robert Goodman Fishman

Eric Paul Myers

James Frederick Wagner

TIPS

LEGAL TERMS

INTESTATE

TRUST MERGER

LAPSE

INCOMPETENCE

PROPERTY CONTROL TRUST

CREDIT SHELTER TRUST

MARITAL LIFE ESTATE TRUST

REAL ESTATE AGENT

QDOT TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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