Graton 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
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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

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

Deborah Groome Corlett

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

1550 Airport Blvd, Santa Rosa, CA 95403

Steven Murray Goldberg

Estate Planning, International Tax, Products Liability, Aviation, Family Law

Status: In Good Standing Licensed: 40 Years

CONTACT

400 Aviation Blvd, Santa Rosa, CA 95403

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

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

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

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

Candice Lynn Raposo

Tax, International, Gift Taxation, Trusts

Status: In Good Standing

CONTACT

90 South E St, Santa Rosa, CA 95404

Albert Gresser Handelman

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 46 Years

CONTACT

90 S E St, Santa Rosa, CA 95402

800-923-0641

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LEGAL TERMS

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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.

MARITAL LIFE ESTATE TRUST

See AB trust.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

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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Graton Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Richard Walter Power

Jeffrey Aitken Titus

Deborah Groome Corlett

Steven Murray Goldberg

Jason Constantine Vargelis

Jason Constantin Vargelis

James Allen Zakasky

Frank Rose Bailey

Candice Lynn Raposo

Albert Gresser Handelman

TIPS

LEGAL TERMS

DISCHARGE (OF PROBATE ADMINISTRATOR)

DEATH TAXES

PER CAPITA

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

IN TERROREM

MARITAL LIFE ESTATE TRUST

PETITION

TAKING AGAINST THE WILL

TRUST MERGER

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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