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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

Eric S. Gullotta

Litigation, Estate Administration, Estate Planning, Estate

Status: In Good Standing

CONTACT

2880 Cleveland Avenue, Santa Rosa, CA 95403

Ronald Steven Moss

Tax, Litigation, International, Gift Taxation

Status: In Good Standing Licensed: 34 Years

CONTACT

108 Mabry Way, San Rafael, CA 94903

Richard Edward Nielsen

Tax, Litigation, International, Gift Taxation

Status: In Good Standing Licensed: 48 Years

CONTACT

19 Salvador Way, San Rafael, CA 94903

Wayne Harlan Gilbert

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 46 Years

CONTACT

3950 Civic Center Drive, San Rafael, CA 94903

Martha French Howard

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 51 Years

CONTACT

Inverness, CA 94937

William Peter Lynch

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 54 Years

CONTACT

740 Birchwood Ct, San Rafael, CA 94903

Mary Catherine Doherty

International, Trusts, Gift Taxation, Employee Rights

Status: In Good Standing Licensed: 29 Years

CONTACT

2841 Cleveland Ave, Santa Rosa, CA 95403

Bruce David Ketron

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 53 Years

CONTACT

Santa Rosa, CA 95402

Irma P Cordova

Lawsuit & Dispute, Immigration, Estate Planning, Estate

Status: In Good Standing

CONTACT

411 Russell Ave, Santa Rosa, CA 95403

Michelle C. Lerman

Wills & Probate, Trusts, Estate Planning, Administrative Law

Status: In Good Standing Licensed: 41 Years

CONTACT

802 B St, San Rafael, CA 94901

800-923-0641

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LEGAL TERMS

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

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.

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).

TITLE COMPANY

A company that issues title insurance.

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.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

CERTIFICATION OF TRUST

See abstract of trust.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

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, page 5

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Eric S. Gullotta

Ronald Steven Moss

Richard Edward Nielsen

Wayne Harlan Gilbert

Martha French Howard

William Peter Lynch

Mary Catherine Doherty

Bruce David Ketron

Irma P Cordova

Michelle C. Lerman

TIPS

LEGAL TERMS

BANKRUPTCY ESTATE

LAPSE

CHARITABLE TRUST

TITLE COMPANY

GROSS ESTATE

ABSTRACT OF TRUST

CERTIFICATION OF TRUST

GENERATION-SKIPPING TRUST

TRUST MERGER

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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