Sacramento County, CA Estate Planning Lawyers

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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

Michael R. Kelly

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Estate Planning, Commercial Real Estate, Trusts, Estate, Wills

At Miner & Kelly, our mission is to protect and assert client’s rights while guiding them through the legal process, to provide excellent personal s... (more)

FREE CONSULTATION

CONTACT

800-954-5781

813 F Street, Sacramento, CA 95814

Jason Borg

Family Law, Wills & Probate, Child Support, Estate Planning

Status: In Good Standing

CONTACT

9401 E. Stockton Blvd., Elk Grove, CA 95624

Amanda Uhrhammer

Estate Planning, Family Law, Litigation, Real Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

815 S Street, Sacramento, CA 95811

Brandi R. Turner

Estate Planning, Family Law, Litigation, Real Estate

Status: In Good Standing

CONTACT

2489 Sunrise Boulevard, Rancho Cordova, CA 95670

Anastasia Salmon

Estate Planning, Elder Law, Family Law, Trusts, Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

4180 Truxel Road, Sacramento, CA 95834

Robert Logan

Wills & Probate, Trusts, Estate Planning, Business Organization

Status: In Good Standing

CONTACT

404 Natoma Street, Folsom, CA 95630

John B. Palley

Wills & Probate, Estate Planning, Corporate, Business Organization

Status: In Good Standing

FREE CONSULTATION

CONTACT

1555 River Park Drive, Sacramento, CA 95815

John M. Goralka

International Tax, Trusts, Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

4470 Duckhorn Dr, Sacramento, CA 95834

Frans Wiete Ter Haar

Trusts, Estate Planning, Estate Administration, Wills & Probate

Status: In Good Standing Licensed: 33 Years

FREE CONSULTATION

CONTACT

1903 21St Street, Sacramento, CA 95811

Hugh O. Allen

Estate Planning, Divorce, Child Support, Adoption

Status: In Good Standing Licensed: 54 Years

CONTACT

3290 Monier Circle, Mather, CA 95742

800-923-0641

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LEGAL TERMS

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

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.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

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.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

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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Sacramento County, CA Estate Planning Lawyers

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Michael R. Kelly

Jason Borg

Amanda Uhrhammer

Brandi R. Turner

Anastasia Salmon

Robert Logan

John B. Palley

John M. Goralka

Frans Wiete Ter Haar

Hugh O. Allen

TIPS

LEGAL TERMS

CONTINGENT BENEFICIARY

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

BYPASS TRUST

GRANT DEED

REAL ESTATE AGENT

STATUTORY SHARE

ANCILLARY PROBATE

WARRANTY DEED

MINERAL RIGHTS

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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