Frazier Park Estate Planning Lawyer, California

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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

Gail Stimmell Braze

Litigation, Estate Planning, Estate, Family Law

Status: In Good Standing

CONTACT

6404 Houghton Rd, Bakersfield, CA 93313

Barry Lee Mccown

Wills, Trusts, Gift Taxation, Tax

Status: Suspended Licensed: 45 Years

CONTACT

8110 Willoughby Ct, Bakersfield, CA 93313

John Vance Magee

International, Gift Taxation, Tax

Status: In Good Standing

CONTACT

10515 Finchley Dr, Bakersfield, CA 93311

Kevin C. Findley

Tax, Trusts, Gift Taxation, Criminal

Status: In Good Standing

CONTACT

10000 Stockdale Highway, Bakersfield, CA 93311

Kevin Campbell Findley

Tax, Trusts, Gift Taxation, Employee Rights

Status: In Good Standing Licensed: 46 Years

CONTACT

10000 Stockdale Highway, Bakersfield, CA 93311

Nancy L. Oehler

Trusts, Estate Planning, Wills

Status: In Good Standing

CONTACT

10000 Stockdale Hwy, Bakersfield, CA 93311

Nancy Lorraine Oehler

Trusts, Estate Planning, Wills

Status: In Good Standing Licensed: 29 Years

CONTACT

10000 Stockdale Hwy, Bakersfield, CA 93311

Michael Patrick Mears

Tax, International, Gift Taxation, Misdemeanor

Status: In Good Standing Licensed: 50 Years

CONTACT

5500 Ming Ave, Bakersfield, CA 93309

Carolyn Jo Vondriska

Wills, Estate Planning, Estate

Status: In Good Standing Licensed: 31 Years

CONTACT

603 W Ojai Ave, Ojai, CA 93023

Thomas Scott Mcintosh

Wills & Probate, Trusts, Estate Planning, Estate, Bankruptcy & Debt

Status: In Good Standing

CONTACT

5001 E Commercenter Dr, Bakersfield, CA 93309

800-923-0641

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LEGAL TERMS

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.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

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.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

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. ...

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Frazier Park Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Gail Stimmell Braze

Barry Lee Mccown

John Vance Magee

Kevin C. Findley

Kevin Campbell Findley

Nancy L. Oehler

Nancy Lorraine Oehler

Michael Patrick Mears

Carolyn Jo Vondriska

Thomas Scott Mcintosh

TIPS

LEGAL TERMS

ABATEMENT

RESIDUARY ESTATE

FINAL BENEFICIARY

PROBATE

TRUSTEE POWERS

PROVING A WILL

WILL

POUR-OVER WILL

MARITAL LIFE ESTATE TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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