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San Ysidro Estate Planning Lawyer, California

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Includes: Gift Taxation

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1-10 of 84 matches. Page 1 of 9  

Joseph Crane Lavelle Lawyer

Joseph Crane Lavelle

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Accident & Injury, Estate Planning, Wills & Probate, Trusts

After practicing in the San Diego area for over 20 yeas, Joe founded Lavelle Law Group because he sensed a need for a small personal service law firm ... (more)

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CONTACT

619-655-3656

1350 Columbia St, San Diego, CA 92101
Profile LAWPOINTS™74/100
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Alejandra Rodriguez Lawyer

Alejandra Rodriguez

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Estate Planning, Trusts, Wills & Probate, Wills, Estate

Located in the Banker's Hill area, near downtown San Diego, California, Rodriguez Law Offices is centrally located to service clients throughout San D... (more)

CONTACT

800-824-1790

7676 Hazard Center Dr., Ste. 500, San Diego, CA 92108
Profile LAWPOINTS™67/100
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John Anthony Varley

Bankruptcy, Credit & Debt, Estate Planning, Foreclosure
Status:  In Good Standing           

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CONTACT
7373 University Avenue, La Mesa, CA 91942
Profile LAWPOINTS™36/100
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Michael Keeling

Wills & Probate, Estate Planning, Estate, Business

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CONTACT
120 C Ave, Coronado, CA 92118
Profile LAWPOINTS™42/100
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Jesse Sainz Blanco

Public Finance, Trusts, Gift Taxation, Banking & Finance, Business
Status:  In Good Standing           Licensed:  17 Years
CONTACT
265 E St, Chula Vista, CA 91910
Profile LAWPOINTS™36/100
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Noreen K Saltveit Mcgraw

General Practice
Status:  In Good Standing           Licensed:  69 Years
CONTACT
601 Arcadia Pl, National City, CA 91950
Profile LAWPOINTS™32/100
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Reed V Langlois

Wills & Probate, Trusts, Estate Planning, Estate
Status:  In Good Standing           

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CONTACT
Chula Vista, CA 91921
Profile LAWPOINTS™30/100
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Mark T. Bradshaw

Estate, Trusts, Wills & Probate, Estate Planning
Status:  In Good Standing           Licensed:  31 Years

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2550 5th Avenue, San Diego, CA 92103
Profile LAWPOINTS™57/100
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Ragan Gerard Reeves

General Practice
Status:  In Good Standing           
CONTACT
488 8Th Ave, San Diego, CA 92101
Profile LAWPOINTS™36/100
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Andrew James Chaffee

Tax, International, Gift Taxation
Status:  In Good Standing           Licensed:  13 Years
CONTACT
488 8Th Ave, San Diego, CA 92101
Profile LAWPOINTS™36/100
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Easily find San Ysidro Estate Planning Lawyers and San Ysidro Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

CURATOR

See conservator.

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.

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)
A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

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.

MARITAL LIFE ESTATE TRUST

See AB trust.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)
A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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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