Pauma Valley Estate Planning Lawyer, California

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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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Includes: Gift Taxation

Pietro E. Canestrelli

Estate Planning, Wills & Probate, Tax Litigation, Tax

Status: In Good Standing

CONTACT

28765 Single Oak Drive, Temecula, CA 92590

Robert Famularo

Real Estate, Estate Planning, Family Law, Divorce

Status: In Good Standing

FREE CONSULTATION

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41690 Enterprise Circle North, Temecula, CA 92590

Kelly Katherine Reid

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

Status: In Good Standing Licensed: 17 Years

CONTACT

319 E 2Nd Ave, Escondido, CA 92025

Garth O. Reid

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 49 Years

CONTACT

319 E 2nd Ave, Escondido, CA 92025

Karen E. Black

Estate Planning, Estate, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 42 Years

CONTACT

144 E Washington Ave, Escondido, CA 92025

Silas Isadore Harrington

International Tax, Estate Planning, Estate, Corporate

Status: In Good Standing Licensed: 24 Years

CONTACT

345 W 9Th Ave, Escondido, CA 92025

John George Yphantides

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 26 Years

CONTACT

539 W Grand Ave, Escondido, CA 92025

Constance Jean Larsen

International, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 39 Years

CONTACT

345 W 9Th Ave, Escondido, CA 92025

Dorothy Ann Cole

Trusts, Estate Planning

Status: In Good Standing Licensed: 51 Years

CONTACT

300 W Grand Ave, Escondido, CA 92025

William Anthony Wurch

International Tax, Wills, Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 28 Years

CONTACT

100 E San Marcos Blvd, San Marcos, CA 92069

800-923-0641

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LEGAL TERMS

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

TRUSTEE POWERS

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

CURATOR

See conservator.

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.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

TESTAMENTARY TRUST

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

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

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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Pauma Valley Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Pietro E. Canestrelli

Robert Famularo

Kelly Katherine Reid

Garth O. Reid

Karen E. Black

Silas Isadore Harrington

John George Yphantides

Constance Jean Larsen

Dorothy Ann Cole

William Anthony Wurch

TIPS

LEGAL TERMS

PROPERTY CONTROL TRUST

TRUSTEE POWERS

CURATOR

GENERATION-SKIPPING TRANSFER TAX

BEQUEATH

TESTAMENTARY TRUST

EXECUTOR

EXEMPTION TRUST

LAPSE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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