Bodega Estate Planning Lawyer, California

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Amiel Wade
About | Practice Areas
Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
Working With Excellent Attorneys

Our goal is to have our core areas of practice rank among the top in the legal community.

888-909-9430
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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Includes: Gift Taxation

Stephen Joseph Healy

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Estate Planning, Workers' Compensation, Insurance, Products Liability, Aviation

Stephen Healy has practiced law for over 27 years, now focusing his practice on asbestos compensation claims and asbestos civil litigation in state an... (more)

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CONTACT

707-772-5496

755 Baywood Drive, Petaluma, CA 94954

Richard Walter Power

Tax, Commercial Real Estate, International, Gift Taxation

Status: In Good Standing Licensed: 54 Years

CONTACT

615 Hetts Ln, Sebastopol, CA 95472

Jeffrey Aitken Titus

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 40 Years

CONTACT

Santa Rosa, CA 95406

Elizabeth Rae Palmer

Tax, Gift Taxation, Contract, Business

Status: In Good Standing Licensed: 30 Years

CONTACT

131A Stony Cir, Santa Rosa, CA 95401

James D. Krupka

Wills, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 31 Years

CONTACT

509 Orchard St, Santa Rosa, CA 95404

Jason Constantin Vargelis

Commercial Real Estate, Public Finance, Gift Taxation, Banking & Finance

Status: In Good Standing Licensed: 29 Years

CONTACT

100 B St, Santa Rosa, CA 95401

Jason Constantine Vargelis

Commercial Real Estate, Public Finance, Gift Taxation, Banking & Finance

Status: In Good Standing Licensed: 29 Years

CONTACT

100 B St, Santa Rosa, CA 95401

Frank Rose Bailey

Trusts, Gift Taxation, Estate Planning, Business

Status: In Good Standing Licensed: 34 Years

CONTACT

50 Old Courthouse Square, Santa Rosa, CA 95404

James Allen Zakasky

Trusts, Estate Planning, Estate, Bankruptcy & Debt

Status: In Good Standing Licensed: 17 Years

CONTACT

50 Old Courthouse Sq., Santa Rosa, CA 95404

Deborah Groome Corlett

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

1550 Airport Blvd, Santa Rosa, CA 95403

800-923-0641

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LEGAL TERMS

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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.

FAMILY POT TRUST

See pot trust.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

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.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

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.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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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Bodega Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Stephen Joseph Healy

Richard Walter Power

Jeffrey Aitken Titus

Elizabeth Rae Palmer

James D. Krupka

Jason Constantin Vargelis

Jason Constantine Vargelis

Frank Rose Bailey

James Allen Zakasky

Deborah Groome Corlett

TIPS

LEGAL TERMS

TESTAMENTARY TRUST

LAPSE

FAMILY POT TRUST

TRUST CORPUS

ALTERNATE BENEFICIARY

IN TERROREM

ABSTRACT OF TRUST

AUGMENTED ESTATE

GRANTOR RETAINED INCOME TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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