Petaluma 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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Includes: Gift Taxation

Stephen Joseph Healy

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Estate Planning, Workers' Compensation, Insurance, Products Liability, Aviation

Stephen Healy has practiced law for over 27 years, now focusing his practice on asbestos compensation claims and asbestos civil litigation in state an... (more)

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CONTACT

707-772-5496

755 Baywood Drive, Petaluma, CA 94954

Elaine Andrews

Estate Planning, International Tax, Elder Law, Trusts, Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

The River House, 222 Weller Street, Petaluma, CA 94952

Daniel L. Sullivan

Wills & Probate, Estate Planning, Criminal, Personal Injury

Status: In Good Standing

CONTACT

1210 Pearl Street, Napa, CA 94559

John Bernard Cinnamon

Trusts, Gift Taxation, Wrongful Termination, Business

Status: In Good Standing Licensed: 58 Years

CONTACT

737 N Webster St, Petaluma, CA 94952

Duane Paul Sartori

Education, Traffic, Trusts, Gift Taxation, Contract

Status: In Good Standing Licensed: 48 Years

CONTACT

17 Keller St, Petaluma, CA 94952

Richard Allan Burger

Real Estate, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

17 Keller St, Petaluma, CA 94952

Gregory Lynn Colvin

International Tax, Gift Taxation, Corporate, Business

Status: In Good Standing Licensed: 53 Years

CONTACT

111 Dublin Ct, Petaluma, CA 94952

William R. Fishman

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 40 Years

CONTACT

Petaluma, CA 94953

Ralph James Symons

Estate Planning, International Tax, Trusts, Wills, International

Status: In Good Standing Licensed: 50 Years

CONTACT

132 Sunny Hill Dr, Petaluma, CA 94952

Andrea L Pierotti

Estate Planning, International Tax, Business, Trusts, Estate

Status: In Good Standing Licensed: 15 Years

CONTACT

625 2Nd St, Petaluma, CA 94952

800-923-0641

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LEGAL TERMS

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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.

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.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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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Petaluma Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Stephen Joseph Healy

Elaine Andrews

Daniel L. Sullivan

John Bernard Cinnamon

Duane Paul Sartori

Richard Allan Burger

Gregory Lynn Colvin

William R. Fishman

Ralph James Symons

Andrea L Pierotti

TIPS

LEGAL TERMS

CHARITABLE TRUST

PROPERTY CONTROL TRUST

DISTRIBUTEE

LETTERS TESTAMENTARY

HEIR AT LAW

SUCCESSION

QTIP TRUST

REAL ESTATE AGENT

AUGMENTED ESTATE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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