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Anthony Abbott
About | Practice Areas
Law Offices Of Anthony Abbott
375 S. Rancho Santa Fe Rd. 105 San Marcos, CA 92078» view map
Estate Law
Over 50 Years Of Experience

The Law Offices of Anthony Abbott has been working for the people in the great state of California for over 50 years.

800-497-8821
1. Anthony Abbott San Marcos, CA
  Attorney at Law- CA, 1970
  Southwestern University School of Law, J.D.
2. AboutLaw Offices Of Anthony Abbott
  Over 50 Years Of Experience
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

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

Michelle Collins Lerman

Trusts, Estate Planning, Estate, Wills

Status: In Good Standing Licensed: 41 Years

CONTACT

802 B St, San Rafael, CA 94901

Robert Lewis Harrison

Real Estate, Wills & Probate, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

1000 4Th St, San Rafael, CA 94901

Stafford Warwick Keegin

Real Estate, Intellectual Property, Gift Taxation, Business

Status: In Good Standing

CONTACT

1001 Lootens Pl, San Rafael, CA 94901

Nadine Reiss Aarsheim

Trusts, Estate Planning

Status: In Good Standing Licensed: 30 Years

CONTACT

700 Larkspur Landing Cir, Larkspur, CA 94939

Henry Daniel Froneberger

Commercial Real Estate, Estate Planning, Elder Law, Business

Status: In Good Standing

CONTACT

24 Professional Center Parkway, San Rafael, CA 94903

Woodford G. Rowland

Tax, Litigation, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

55 Professional Center Pkwy, San Rafael, CA 94903

John Anthony Scheuring

Real Estate, Gift Taxation, Business, Contract

Status: In Good Standing Licensed: 22 Years

CONTACT

1945 Francisco Blvd E, San Rafael, CA 94901

John Marvin Youngquist

International, Gift Taxation

Status: Inactive Licensed: 59 Years

CONTACT

172 Stanford Ave, Mill Valley, CA 94941

Charmian D. Tunney

Litigation, International Tax, Trusts, Estate Planning

Status: In Good Standing

CONTACT

Mill Valley, CA 94941

800-923-0641

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LEGAL TERMS

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

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.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

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).

SURROGATE COURT

See probate court.

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.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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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Ross Estate Planning Lawyer, California

Sponsored Law Firm

Law Offices Of Anthony Abbott

SPONSORED LAWYERS

Michelle C. Lerman

Michelle Collins Lerman

Robert Lewis Harrison

Stafford Warwick Keegin

Nadine Reiss Aarsheim

Henry Daniel Froneberger

Woodford G. Rowland

John Anthony Scheuring

John Marvin Youngquist

Charmian D. Tunney

TIPS

LEGAL TERMS

RULE AGAINST PERPETUITIES

PER CAPITA

AB TRUST

DEATH TAXES

CHARITABLE TRUST

SURROGATE COURT

PROBATE COURT

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

TRUSTEE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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