Monte Rio 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

Richard Walter Power

Tax, Commercial Real Estate, International, Gift Taxation

Status: In Good Standing Licensed: 54 Years

CONTACT

615 Hetts Ln, Sebastopol, CA 95472

Deborah Groome Corlett

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

1550 Airport Blvd, Santa Rosa, CA 95403

Jeffrey Aitken Titus

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 40 Years

CONTACT

Santa Rosa, CA 95406

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

Garrett Murphy Civian

Gift Taxation

Status: In Good Standing Licensed: 12 Years

CONTACT

845 Patti Page Ct, Windsor, CA 95492

William Paul Matz

Tax, Real Estate, Gift Taxation

Status: In Good Standing Licensed: 43 Years

CONTACT

8979 Conde Ln, Windsor, CA 95492

Elizabeth Rae Palmer

Tax, Gift Taxation, Contract, Business

Status: In Good Standing Licensed: 30 Years

CONTACT

131A Stony Cir, Santa Rosa, CA 95401

Eric S. Gullotta

Litigation, Estate Administration, Estate Planning, Estate

Status: In Good Standing

CONTACT

2880 Cleveland Avenue, Santa Rosa, CA 95403

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

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

800-923-0641

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LEGAL TERMS

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

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).

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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).

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.

DEVISEE

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

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

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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Monte Rio Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Richard Walter Power

Deborah Groome Corlett

Jeffrey Aitken Titus

Steven Murray Goldberg

Garrett Murphy Civian

William Paul Matz

Elizabeth Rae Palmer

Eric S. Gullotta

Jason Constantin Vargelis

Jason Constantine Vargelis

TIPS

LEGAL TERMS

ACCUMULATION TRUST

GRANTOR RETAINED INCOME TRUST

SUCCESSOR TRUSTEE

KINDRED

GENERATION-SKIPPING TRANSFER TAX

CHARITABLE TRUST

PUBLIC ADMINISTRATOR

DEVISEE

SELF-PROVING WILL

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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