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Brookdale Estate Planning Lawyer, California

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Includes: Gift Taxation

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1-10 of 21 matches. Page 1 of 3  

Brent Nicholas Ventura

Personal Injury, Estate Planning, Car Accident, Wrongful Death
Status:  In Good Standing           
CONTACT
236 Los Gatos Boulevard, Los Gatos, CA 95030
Profile LAWPOINTS™39/100
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Martin D Dermer

Estate Planning, Personal Injury, Wills & Probate, Tax
Status:  In Good Standing           
CONTACT
15720 Winchester Blvd., Los Gatos, CA 95030
Profile LAWPOINTS™36/100
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Dan Thomas Jett

Wills, Trusts, Gift Taxation, Business
Status:  Inactive           Licensed:  44 Years
CONTACT
106 Culligan Ct, Boulder Creek, CA 95006
Profile LAWPOINTS™26/100
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Timothy J. Morgan

Election & Political, Wills & Probate, Estate Planning, Family Law
Status:  In Good Standing           Licensed:  51 Years
CONTACT
121 Jewell St, Santa Cruz, CA 95060
Profile LAWPOINTS™38/100
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Steven D Penrose

Litigation, Wills, Trusts, Gift Taxation
Status:  In Good Standing           
CONTACT
1200 Pacific Ave, Santa Cruz, CA 95060
Profile LAWPOINTS™36/100
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Joseph G. Haselton

Litigation, Estate Planning, Corporate, Personal Injury
Status:  In Good Standing           Licensed:  37 Years
CONTACT
2425 Porter St, Soquel, CA 95073
Profile LAWPOINTS™40/100
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Michael George Desmarais

Litigation, Trusts, Estate Planning
Status:  In Good Standing           
CONTACT
16450 Los Gatos Blvd, Los Gatos, CA 95032
Profile LAWPOINTS™36/100
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Jessica Joy Poyner

Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  26 Years
CONTACT
16450 Los Gatos Blvd, Los Gatos, CA 95032
Profile LAWPOINTS™36/100
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Roger Winton Poyner

Trusts, Estate Planning
Status:  Inactive           Licensed:  58 Years
CONTACT
16450 Los Gatos Blvd, Los Gatos, CA 95032
Profile LAWPOINTS™36/100
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Carol Ainley Bjorn

Tax, Gift Taxation, Civil Rights
Status:  Inactive           Licensed:  24 Years
CONTACT
433 Amigo Rd, Soquel, CA 95073
Profile LAWPOINTS™26/100
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TIPS

Easily find Brookdale Estate Planning Lawyers and Brookdale Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

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.

SUCCESSOR TRUSTEE

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

CERTIFICATION OF TRUST

See abstract of trust.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)
A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)
A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)
Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

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.'

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)
An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

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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