Lake Mathews 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

Sharon M. Anderson

Elder Law, Estate Administration, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing

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1897 California Ave, Corona, CA 92881

Gary K Rosenzweig

Corporate, Business Organization, Gift Taxation, Estate Planning

Status: In Good Standing

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601 S Main St, Corona, CA 92882

Harry J. Histen

Real Estate, Litigation, Estate Planning, Family Law

Status: In Good Standing Licensed: 48 Years

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992 Kilmarnock Way, Riverside, CA 92508

Kevin A. Mckenzie

Litigation, Aviation, Estate Planning, Insurance

Status: In Good Standing

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26858 Cherry Hills Blvd, Menifee, CA 92586

Lee Barton Madinger

Estate Planning

Status: Inactive

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2963 Woodhaven St, Riverside, CA 92503

Carmen C Lastra

Estate Planning

Status: In Good Standing Licensed: 37 Years

CONTACT

27257 Presley St, Sun City, CA 92586

Harry Mirchandaney

Power of Attorney, Foreclosure, Estate Planning, Divorce & Family Law, Divorce

Status: In Good Standing Licensed: 16 Years

CONTACT

7155 Magnolia Avenue, Riverside, CA 92504

Erika Erin Peterson

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 24 Years

CONTACT

12308 Islesford Cir, Riverside, CA 92503

Dennis Michael Sandoval

International Tax, Social Security -- Disability, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 28 Years

CONTACT

3233 Arlington Avenue, Riverside, CA 92506

Maureen Alice Lyons

Estate Planning, Elder Law, Business, Trusts, Estate

Status: In Good Standing

CONTACT

6529 Riverside Ave, Riverside, CA 92506

800-923-0641

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LEGAL TERMS

FAMILY POT TRUST

See pot trust.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

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.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

FUNDING A TRUST

Transferring ownership of property to a trust.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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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Lake Mathews Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Sharon M. Anderson

Gary K Rosenzweig

Harry J. Histen

Kevin A. Mckenzie

Lee Barton Madinger

Carmen C Lastra

Harry Mirchandaney

Erika Erin Peterson

Dennis Michael Sandoval

Maureen Alice Lyons

TIPS

LEGAL TERMS

FAMILY POT TRUST

INVENTORY

TRUST MERGER

BANKRUPTCY ESTATE

GRANTOR RETAINED INCOME TRUST

PROVING A WILL

TRUST DEED

FUNDING A TRUST

DEVISEE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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