Half Moon Bay 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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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

Daniel R. Morris

Estate Planning, Elder Law, Corporate, Contract

Status: In Good Standing

FREE CONSULTATION

CONTACT

1290 Howard Avenue, Burlingame, CA 94010

Linda Jeanne Dvorak

Trusts, Estate Planning

Status: In Good Standing Licensed: 42 Years

CONTACT

Half Moon Bay, CA 94019

Chantel L. Fitting

Real Estate, Litigation, Estate Planning, Family Law

Status: In Good Standing Licensed: 25 Years

CONTACT

411 Borel Ave, San Mateo, CA 94402

Marion Lee Brown

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts

Status: In Good Standing Licensed: 58 Years

CONTACT

350 Primrose Rd, Burlingame, CA 94010

Steven Duane Anderson

Estate Planning, International Tax, Business, Trusts, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

350 Primrose Rd, Burlingame, CA 94010

Mark Lewis Epstein

Tax, International, Gift Taxation, Business

Status: In Good Standing

CONTACT

2025 Carlos St, Moss Beach, CA 94038

Katherine Alexis West

International, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

411 Borel Ave, San Mateo, CA 94402

Daniel Gerard Brown

Estate Planning, International Tax, Business, Trusts, Estate

Status: In Good Standing

CONTACT

411 Borel Ave, San Mateo, CA 94402

Jeffrey Robert Loew

Other, Litigation, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1650 Borel Pl, San Mateo, CA 94402

Colleen Eva Mcavoy

Litigation, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

177 Bovet Rd, San Mateo, CA 94402

800-923-0641

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LEGAL TERMS

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.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

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.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

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.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

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.

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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Half Moon Bay Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Daniel R. Morris

Linda Jeanne Dvorak

Chantel L. Fitting

Marion Lee Brown

Steven Duane Anderson

Mark Lewis Epstein

Katherine Alexis West

Daniel Gerard Brown

Jeffrey Robert Loew

Colleen Eva Mcavoy

TIPS

LEGAL TERMS

TRUST MERGER

INHERIT

QDOT TRUST

PUBLIC ADMINISTRATOR

FINAL BENEFICIARY

PRETERMITTED HEIR

RULE AGAINST PERPETUITIES

FAILURE OF ISSUE

RESIDUARY BENEFICIARY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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