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Nelson Estate Planning Lawyer, California

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Includes: Gift Taxation

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1-8 of 8 matches. Page 1 of 1  

Neil Alan Harris

Trusts, Estate Planning, Estate, Elder Law
Status:  In Good Standing           
CONTACT
466 Vallombrosa Ave, Chico, CA 95926
Profile LAWPOINTS™36/100
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Nikki Farris

Foreclosure, Bankruptcy, Estate Planning, Business
Status:  In Good Standing           
CONTACT
45 Jan Ct., Chico, CA 95928
Profile LAWPOINTS™29/100
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Nichole Baker Farris

Estate Planning, Business & Trade, Bankruptcy, Bankruptcy & Debt
Status:  In Good Standing           Licensed:  18 Years
CONTACT
45 Jan Ct., Chico, CA 95928
Profile LAWPOINTS™26/100
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John Joseph Rank

Trusts, Estate Planning
Status:  In Good Standing           Licensed:  32 Years
CONTACT
45 Jan Ct, Chico, CA 95928
Profile LAWPOINTS™26/100
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Alan Edward Burchett

Real Estate, Trusts, Estate Planning, Estate, Business
Status:  In Good Standing           
CONTACT
1074 East Ave, Chico, CA 95926
Profile LAWPOINTS™36/100
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John William D'Ewart

Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  33 Years
CONTACT
669 Palmetto Ave, Chico, CA 95926
Profile LAWPOINTS™26/100
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Clayton Bruce Anderson

Trusts, Estate Planning, Estate, Business
Status:  In Good Standing           Licensed:  25 Years
CONTACT
20 Independence Cir, Chico, CA 95973
Profile LAWPOINTS™36/100
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Kenneth Dale Baker

Bankruptcy & Debt, Estate Planning, Business & Trade, Litigation
Status:  In Good Standing           Licensed:  51 Years
CONTACT
1430 East Ave, Chico, CA 95926
Profile LAWPOINTS™26/100
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TIPS

Easily find Nelson Estate Planning Lawyers and Nelson Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

DEED OF TRUST

See trust deed.

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.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)
A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

TRUSTEE POWERS

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

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.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)
A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)
A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)
Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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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