Montague Estate Lawyer, California

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David Illingwort Clough

Trusts, Child Custody, Accident & Injury
Status:  In Good Standing           Licensed:  49 Years

Darrin William Mercier

Real Estate, Lawsuit & Dispute, Estate
Status:  In Good Standing           Licensed:  31 Years

Richard Lewis Kimbell

Real Estate, Wills, Estate
Status:  In Good Standing           Licensed:  48 Years

Michael Pierre Newton

Other, Government, Trusts, Estate Planning
Status:  In Good Standing           Licensed:  61 Years

Albert Homer Newton

Estate, Accident & Injury
Status:  In Good Standing           Licensed:  67 Years

William Patrick Stanley

General Practice
Status:  Inactive           Licensed:  50 Years

James Viraxay Phelps

Trusts, Workers' Compensation, Civil Rights, Bankruptcy
Status:  In Good Standing           Licensed:  18 Years

Eric Bergstrom

Traffic, Wills & Probate, Criminal, Civil Rights, Bankruptcy
Status:  In Good Standing           Licensed:  54 Years

Jennifer Lynn Dickinson

Other, International, Immigration, Trusts
Status:  In Good Standing           

David Richard Baker

Commercial Real Estate, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  45 Years

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Free Help: Use This Form or Call 800-943-8690

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LEGAL TERMS

NET ESTATE

The value of all property owned at death less liabilities or debts.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)
Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

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.

TRUSTEE POWERS

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

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.

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).

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a ...