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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

Barbara L. Taaff

Condominiums, Estate Administration, Estate Planning, Elder Law

Status: In Good Standing Licensed: 25 Years

CONTACT

31355 Oak Crest Dr, Westlake Village, CA 91361

Barbara Louise Taaff

Wills, Trusts, Estate Planning, Accident & Injury

Status: In Good Standing Licensed: 25 Years

CONTACT

31355 Oak Crest Dr, Westlake Village, CA 91361

Kenneth E. Devore

Tax, Wills & Probate, Estate Planning, Elder Law

Status: In Good Standing Licensed: 29 Years

CONTACT

31355 Oak Crest Dr, Westlake Village, CA 91361

James Daniel Lang

Trusts, Gift Taxation, Estate, DUI-DWI

Status: In Good Standing

CONTACT

5743 Corsa Ave, Newbury Park, CA 91362

Kenneth Wayne Kossoff

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 41 Years

CONTACT

5743 Corsa Ave, Newbury Park, CA 91362

George C. Wu

Mental Health, Estate Administration, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing Licensed: 26 Years

CONTACT

2625 Townsgate Rd, Westlake Village, CA 91361

Heather Hunt Scott

Trusts, Gift Taxation, Criminal, Medical Malpractice

Status: In Good Standing Licensed: 9 Years

CONTACT

27200 Agoura Rd, Agoura Hills, CA 91301

John Peter Wakeman

International, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 40 Years

CONTACT

4500 E Thousand Oaks Blvd, Newbury Park, CA 91362

Bobette Fleishman

Estate Planning, Family Law, Divorce & Family Law

Status: In Good Standing

CONTACT

4550 E Thousand Oaks Blvd, Thousand Oaks, CA 91362

Karl Henry Knickmeyer

Trusts, Gift Taxation, Tax, Commercial Real Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

2945 Townsgate Rd, Westlake Village, CA 91361

800-923-0641

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LEGAL TERMS

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a 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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Malibu Lake Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Barbara L. Taaff

Barbara Louise Taaff

Kenneth E. Devore

James Daniel Lang

Kenneth Wayne Kossoff

George C. Wu

Heather Hunt Scott

John Peter Wakeman

Bobette Fleishman

Karl Henry Knickmeyer

TIPS

LEGAL TERMS

EXECUTOR

WILL

SUMMARY PROBATE

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

QTIP TRUST

TRUSTEE

SPENDTHRIFT TRUST

SPECIAL ADMINISTRATOR

DISTRIBUTEE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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