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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

Thomas Seaton

Real Estate, Litigation, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

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2121 North California Boulevard, Walnut Creek, CA 94596

Keith Schiller

Corporate, Business Organization, Contract, Estate Planning

Status: In Good Standing

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4 Orinda Way, Orinda, CA 94563

Stephanni Marie Hemmi

Business Organization, Corporate Tax, Elder Law, Gift Taxation

Status: In Good Standing

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4 Orinda Way, Orinda, CA 94563

Joel Andrew Harris

Power of Attorney, Trusts, Estate Planning, Employee Rights

Status: In Good Standing Licensed: 34 Years

CONTACT

511 W 3Rd St, Antioch, CA 94509

Richard Arthur Littorno

Wills, Trusts, Gift Taxation, Elder Law

Status: In Good Standing Licensed: 40 Years

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2211 Railroad Ave, Pittsburg, CA 94565

Todd William Moeller

Trusts, Estate Planning

Status: In Good Standing Licensed: 25 Years

CONTACT

5179 Lone Tree Way, Antioch, CA 94531

Brian Cotter Tubis

Trusts, Gift Taxation, Estate, Family Law

Status: In Good Standing

CONTACT

547 Jefferson St, Fairfield, CA 94533

James G Haskell

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 14 Years

CONTACT

1411 Oliver Rd, Fairfield, CA 94534

Stephen Scott Reynolds

Trusts, Gift Taxation, Estate Planning, Business

Status: In Good Standing Licensed: 48 Years

CONTACT

1411 Oliver Rd, Fairfield, CA 94534

H. F. Layton

Estate Planning, Estate, Family Law, Civil Rights

Status: In Good Standing

CONTACT

191 Sand Creek Road, Brentwood, CA 94513

800-923-0641

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LEGAL TERMS

SURROGATE COURT

See probate court.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.

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.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

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.

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).

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

WARRANTY DEED

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

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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Birds Landing Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Thomas Seaton

Keith Schiller

Stephanni Marie Hemmi

Joel Andrew Harris

Richard Arthur Littorno

Todd William Moeller

Brian Cotter Tubis

James G Haskell

Stephen Scott Reynolds

H. F. Layton

TIPS

LEGAL TERMS

SURROGATE COURT

CERTIFIED COPY

ABATEMENT

TRUST MERGER

INTESTATE SUCCESSION

ALTERNATE BENEFICIARY

CHARITABLE TRUST

PER CAPITA

WARRANTY DEED

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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