Oakhurst Trusts Lawyer, California

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Beau Correia
About | Practice Areas
Law Office of Beau Correia
P.O. Box 1351 Los Banos, CA 93635» view map
Estate Law
Orderly & Cost-Effective Representation

Mr. Correia’s professionalism and caring demeanor sets him apart as a comforting but strong advocate for his clients and their families.

800-910-3620
1. Beau Correia Los Banos, CA
  Attorney at Law - CA, 2012
  University of the Pacific J.D. 2012
2. AboutLaw Office of Beau Correia
  Mr. Correia sincerely enjoys the special relationships he develops with clients.
3. Practice AreasExpertise
  Estate Law
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Bernard John Mcgoldrick

Trusts, Elder Law, Litigation, Contract

Status: In Good Standing Licensed: 26 Years

CONTACT

49239 Golden Oak Loop, Oakhurst, CA 93644

Gregory Maurice Chappel

Real Estate, Trusts, Estate Planning, Business & Trade

Status: In Good Standing Licensed: 41 Years

CONTACT

49430 Road 426, Oakhurst, CA 93644

Donald James Starchman

Trusts, Estate

Status: Inactive Licensed: 47 Years

CONTACT

4750 Hwy 49S, Mariposa, CA 95338

Melanie Joy Aldridge

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts

Status: In Good Standing Licensed: 33 Years

CONTACT

36914 Avenue, Madera, CA 93636

Carl Michael Hovland

Trusts, Family Law, Banking & Finance, Medical Malpractice

Status: Inactive Licensed: 57 Years

CONTACT

Mammoth Lakes, CA 93546

Jeffrey Leonard Wall

Wills, Trusts, Estate, Contract

Status: In Good Standing

CONTACT

11368 N Balmoral Way, Fresno, CA 93730

Paul Stephen Bunt

Trusts

Status: In Good Standing Licensed: 42 Years

CONTACT

Groveland, CA 95321

R. Asahel Jeffrey

Real Estate, Trusts, Estate

Status: Inactive Licensed: 37 Years

CONTACT

Groveland, CA 95321

Robert Bruce Dundas

Trusts, Estate

Status: In Good Standing Licensed: 11 Years

CONTACT

10451 N Pierpont Cir, Fresno, CA 93730

Randolf Krbechek

Estate Planning, Commercial Real Estate, Business, Trusts, Wills

Status: In Good Standing Licensed: 35 Years

CONTACT

9477 N Fort Washington Rd, Fresno, CA 93730

800-923-0641

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LEGAL TERMS

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.

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.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

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.

CERTIFICATION OF TRUST

See abstract of trust.

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.

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.

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.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Oakhurst Trusts Lawyer, California

Sponsored Law Firm

Law Office of Beau Correia

SPONSORED LAWYERS

Bernard John Mcgoldrick

Gregory Maurice Chappel

Donald James Starchman

Melanie Joy Aldridge

Carl Michael Hovland

Jeffrey Leonard Wall

Paul Stephen Bunt

R. Asahel Jeffrey

Robert Bruce Dundas

Randolf Krbechek

TIPS

LEGAL TERMS

QDOT TRUST

SURVIVING SPOUSE'S TRUST

TESTAMENTARY TRUST

SUCCESSION

GROSS ESTATE

CERTIFICATION OF TRUST

CONTINGENT BENEFICIARY

ACCUMULATION TRUST

QTIP TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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