Nicasio 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
Working With Excellent Attorneys

Our goal is to have our core areas of practice rank among the top in the legal community.

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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2. Email
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Includes: Gift Taxation

Michele Cusack

Trusts, Estate Planning, Estate, Wills

Status: In Good Standing Licensed: 40 Years

CONTACT

9 Libra Dr, Novato, CA 94947

Sara Marjorie Taylor

Wills, Estate Planning, Employment Discrimination, Civil Rights

Status: In Good Standing Licensed: 20 Years

CONTACT

54 Grove Ln, Novato, CA 94947

Henry Daniel Froneberger

Commercial Real Estate, Estate Planning, Elder Law, Business

Status: In Good Standing

CONTACT

24 Professional Center Parkway, San Rafael, CA 94903

Woodford G. Rowland

Tax, Litigation, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

55 Professional Center Pkwy, San Rafael, CA 94903

Amir Sassan Sarreshtehdary

Trusts, Estate Planning, Estate, Personal Injury

Status: In Good Standing

CONTACT

4040 Civic Center Dr, San Rafael, CA 94903

Tarey Ayn Read

International Tax, Federal, Estate Planning, Family Law

Status: In Good Standing Licensed: 32 Years

CONTACT

838 Greenberry Ln, San Rafael, CA 94903

Michelle Collins Lerman

Trusts, Estate Planning, Estate, Wills

Status: In Good Standing Licensed: 41 Years

CONTACT

802 B St, San Rafael, CA 94901

Robert Lewis Harrison

Real Estate, Wills & Probate, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

1000 4Th St, San Rafael, CA 94901

Stafford Warwick Keegin

Real Estate, Intellectual Property, Gift Taxation, Business

Status: In Good Standing

CONTACT

1001 Lootens Pl, San Rafael, CA 94901

Patrick John Quinn

Tax, Litigation, International, Gift Taxation

Status: In Good Standing Licensed: 46 Years

CONTACT

1050 Northgate Dr, San Rafael, CA 94903

800-923-0641

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LEGAL TERMS

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

NET ESTATE

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

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

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).

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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Nicasio Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Michele Cusack

Sara Marjorie Taylor

Henry Daniel Froneberger

Woodford G. Rowland

Amir Sassan Sarreshtehdary

Tarey Ayn Read

Michelle Collins Lerman

Robert Lewis Harrison

Stafford Warwick Keegin

Patrick John Quinn

TIPS

LEGAL TERMS

CERTIFIED COPY

SUMMARY PROBATE

GROSS ESTATE

NET ESTATE

HOLOGRAPHIC WILL

INCOMPETENCE

PROBATE

CONTINGENT BENEFICIARY

GRANTOR RETAINED INCOME TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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