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David E. Castro
About | Practice Areas
Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
Accident & Injury Law
Your Local, Legal Professionals

The Law Office of David E Castro is a multi-specialty law practice that provides compassionate, individualized, and aggressive legal counsel.

800-745-0730
1. David E. Castro Rocklin, CA
  Attorney at Law - CA, 2014
  Florida Coastal School of Law
2. AboutLaw Office of David E. Castro
  Your Local, Legal Professionals
3. Practice AreasExpertise
  Accident & Injury Law
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David Spence

Trusts, Gift Taxation, Business, Credit & Debt

Status: In Good Standing

CONTACT

1717 Embarcadero Road, Palo Alto, CA 94303

Liza Weiman Hanks

Wills, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

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2570 W El Camino Real, Mountain View, CA 94040

Laurelle Marie Gutierrez

International, Trusts, Estate Planning

Status: In Good Standing Licensed: 31 Years

CONTACT

275 Middlefield Road, Menlo Park, CA 94025

Janet L. Brewer

Estate Planning, Administrative Law, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

2501 Park Boulevard, Palo Alto, CA 94306

Travis A Wise

Gift Taxation, Tax

Status: In Good Standing Licensed: 24 Years

CONTACT

1600 Amphitheatre Pkwy, Mountain View, CA 94043

Mary Pilibos White

Trusts, Estate Planning

Status: In Good Standing

CONTACT

2200 Sand Hill Rd, Menlo Park, CA 94025

Miki C. Valente

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing Licensed: 25 Years

CONTACT

220 State St, Los Altos, CA 94022

Steven Lynn Yarbrough

Trusts

Status: In Good Standing Licensed: 29 Years

CONTACT

171 Main St, Los Altos, CA 94022

Lawrence A. Klein

International, Trusts, Gift Taxation, Estate

Status: Inactive

CONTACT

400 Main St, Los Altos, CA 94022

Tisa Marie Pedersen

Wills, Trusts, Gift Taxation, Elder Law

Status: In Good Standing Licensed: 17 Years

CONTACT

400 Main St, Los Altos, CA 94022

800-923-0641

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LEGAL TERMS

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

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.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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 ...

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Palo Alto Estate Lawyer, California, page 5

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

David Spence

Liza Weiman Hanks

Laurelle Marie Gutierrez

Janet L. Brewer

Travis A Wise

Mary Pilibos White

Miki C. Valente

Steven Lynn Yarbrough

Lawrence A. Klein

Tisa Marie Pedersen

TIPS

LEGAL TERMS

RESIDUARY BENEFICIARY

SELF-PROVING WILL

TAKING AGAINST THE WILL

RESIDUARY ESTATE

INTESTATE

SPRINKLING TRUST

IRREVOCABLE TRUST

PROBATE COURT

AB TRUST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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