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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
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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: Estate Administration, Living Wills, Wills

Adrienne M. Moran

Government Agencies, Wills & Probate, Products Liability, Medical Malpractice

Status: In Good Standing

FREE CONSULTATION

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640 Third Street, Santa Rosa, CA 95404

Everett H. Shapiro

Products Liability, Medical Malpractice, Wills & Probate, Government Agencies

Status: In Good Standing

FREE CONSULTATION

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640 Third Street, Santa Rosa, CA 95404

Craig Welch

Wills, Wills & Probate, Corporate, Contract

Status: In Good Standing

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809 Petaluma Boulevard North, Petaluma, CA 94952

Marie Galanti

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 22 Years

CONTACT

1180 Fourth Street, Santa Rosa, CA 95404

Debora A. Loughner

Wills, Collaborative Law, Family Law, Divorce

Status: In Good Standing Licensed: 22 Years

CONTACT

131A Stony Cir, Santa Rosa, CA 95401

James D. Krupka

Wills, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 31 Years

CONTACT

509 Orchard St, Santa Rosa, CA 95404

Daniel J. Galvin

Government Agencies, Wills & Probate, Products Liability, Medical Malpractice

Status: In Good Standing Licensed: 45 Years

CONTACT

640 3rd St, Santa Rosa, CA 95404

Albert Gresser Handelman

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 46 Years

CONTACT

90 S E St, Santa Rosa, CA 95402

Kristen Michelle Ingersoll

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 23 Years

CONTACT

200 Fourth Street, Santa Rosa, CA 95401

Joanne Marie Harris-Bloom

Litigation, Wills, Trusts, Employment

Status: Inactive Licensed: 35 Years

CONTACT

4958 Hoen Ave, Santa Rosa, CA 95405

800-923-0641

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LEGAL TERMS

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

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.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Santa Rosa Wills & Probate Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Adrienne M. Moran

Everett H. Shapiro

Craig Welch

Marie Galanti

Debora A. Loughner

James D. Krupka

Daniel J. Galvin

Albert Gresser Handelman

Kristen Michelle Ingersoll

Joanne Marie Harris-Bloom

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LEGAL TERMS

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

DISTRIBUTEE

RESIDUARY BENEFICIARY

ADEMPTION

SPRINKLING TRUST

IN TERROREM

ENDOWMENT INSURANCE

ACCUMULATION TRUST

SPECIFIC BEQUEST

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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