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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

Colleen Van Egmond

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Estate Planning, Trusts, Wills & Probate, Business, Corporate

Colleen Van Egmond is an accomplished lawyer that has extensive legal experience in business planning, business litigation, estate planning, estate li... (more)

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800-925-4951

1207 I Street, Modesto, CA 95354

Ben Roberts

Estate Planning, Elder Law, Constitutional Law, Banking & Finance

Status: In Good Standing

FREE CONSULTATION

CONTACT

821 13th Street, Modesto, CA 95354

Gary S. Davis

Mediation, Estate Planning, Transactions, Personal Injury

Status: In Good Standing

CONTACT

912 11th Street, Modesto, CA 95354

Timothy Allen Charshaf

Corporate, Business Organization, Estate Planning, Family Law

Status: In Good Standing

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4359 Town Center Boulevard, El Dorado Hills, CA 95762

Tim Joe Firch

Tax, Trusts, Gift Taxation, Family Law

Status: Inactive Licensed: 34 Years

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5240 River Rd, Oakdale, CA 95361

Michael Parnell Donohoe

Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 13 Years

CONTACT

1140 Scenic Dr, Modesto, CA 95350

Louis Friedman

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 58 Years

CONTACT

1014 16Th St, Modesto, CA 95354

John Wilmar Jensen

Education, Medicare & Medicaid, Trusts, Estate Planning

Status: In Good Standing Licensed: 73 Years

CONTACT

1514 H St, Modesto, CA 95354

John Tobey Resso

Estate Planning, Construction, Contract, Elder Law, Trusts

Status: In Good Standing

CONTACT

1020 15Th St, Modesto, CA 95354

Steven Austin Smith

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 37 Years

CONTACT

502 13Th St, Modesto, CA 95354

800-923-0641

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LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

CURATOR

See conservator.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

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).

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.'

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

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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Douglas Flat Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Colleen Van Egmond

Ben Roberts

Gary S. Davis

Timothy Allen Charshaf

Tim Joe Firch

Michael Parnell Donohoe

Louis Friedman

John Wilmar Jensen

John Tobey Resso

Steven Austin Smith

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

DEATH TAXES

EXEMPTION TRUST

CURATOR

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

REMAINDERMAN

CHARITABLE TRUST

ABSTRACT OF TRUST

PERSONAL PROPERTY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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