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San Simeon Estate Planning Lawyer, California

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Includes: Gift Taxation

  SPONSORED LAWYERS

1-10 of 18 matches. Page 1 of 2  

Stephen K Hall

Health Care, Wills & Probate, Estate Planning, Elder Law
Status:  In Good Standing           
CONTACT
756 Santa Rosa Street, San Luis Obispo, CA 93401
Profile LAWPOINTS™20/100
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Thomas Joseph Madden

Estate Planning, International Tax, Commercial Real Estate, Trusts, Wills
Status:  In Good Standing           
CONTACT
1948 Spring St, Paso Robles, CA 93446
Profile LAWPOINTS™26/100
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Glen Robert Lewis

Real Estate, International, Trusts, Gift Taxation
Status:  In Good Standing           Licensed:  50 Years
CONTACT
5855 Capistrano Ave, Atascadero, CA 93422
Profile LAWPOINTS™28/100
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Jennifer Leigh Hayner

Tax, International, Gift Taxation
Status:  In Good Standing           Licensed:  26 Years
CONTACT
6955 San Luis Ave, Atascadero, CA 93422
Profile LAWPOINTS™26/100
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Anne Catherine Cyr

Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  31 Years
CONTACT
Los Osos, CA 93412
Profile LAWPOINTS™26/100
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James Keith George

Estate Planning
Status:  Inactive           Licensed:  55 Years
CONTACT
Los Osos, CA 93412
Profile LAWPOINTS™26/100
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Jonathan Ian Miller

Tax, International, Gift Taxation
Status:  In Good Standing           Licensed:  30 Years
CONTACT
1330 Las Encinas Dr, Los Osos, CA 93402
Profile LAWPOINTS™26/100
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Jed Daniel Hazeltine

Wills, Trusts, Gift Taxation, Bankruptcy
Status:  In Good Standing           Licensed:  25 Years
CONTACT
778 Osos St, San Luis Obispo, CA 93401
Profile LAWPOINTS™36/100
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Herbert Arthur Stroh

Tax, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  39 Years
CONTACT
1041 Mill St, San Luis Obispo, CA 93401
Profile LAWPOINTS™36/100
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Stewart D. Jenkins

State and Local, Public Interest Law, Estate Planning, Divorce & Family Law
Status:  In Good Standing           Licensed:  46 Years
CONTACT
1336 Morro St., San Luis Obispo, CA 93401
Profile LAWPOINTS™61/100
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TIPS

Easily find San Simeon Estate Planning Lawyers and San Simeon Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)
A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

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.

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.

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.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

WARRANTY DEED

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

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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