Chino Estate Planning Lawyer, California

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Includes: Gift Taxation

Richard Scott Case Lawyer

Richard Scott Case

VERIFIED
Wills & Probate, Trusts, Estate Planning

Richard Scott Case is a practicing lawyer in the state of California handling Estate matters.

Sharon M. Anderson

Elder Law, Estate Administration, Estate Planning, Guardianships & Conservatorships
Status:  In Good Standing           

FREE CONSULTATION 

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Angela Y. Shin

Corporate, Estate Planning, Family Law, Litigation
Status:  In Good Standing           

FREE CONSULTATION 

CONTACT

John R. Blakely

Construction, Wills & Probate, Estate Planning, Corporate
Status:  In Good Standing           Licensed:  28 Years

Charoletta Juanita Ransom

International, Gift Taxation, Employment, Family Law
Status:  In Good Standing           Licensed:  25 Years

Kimberly Lessing

Estate Planning, Wills & Probate, Trusts, Business
Status:  In Good Standing           Licensed:  17 Years

Keith Quang Nguyen

Tax, Living Wills, Estate Planning, Bankruptcy & Debt
Status:  In Good Standing           Licensed:  15 Years

Keith Scott Walker

Other, Government, Trusts, Estate Planning
Status:  In Good Standing           Licensed:  48 Years

Howard Scott Borenstein

Tax, International Tax, Trusts, Gift Taxation
Status:  In Good Standing           

Phi Mai Nguyen

Tax, International, Gift Taxation, Business
Status:  In Good Standing           Licensed:  13 Years

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Free Help: Use This Form or Call 800-943-8690

Member Representative

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

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

LEGAL TERMS

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

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.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)
A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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.

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.

TESTAMENTARY TRUST

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

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.'

MARITAL LIFE ESTATE TRUST

See AB 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. ...