Santa Ynez Estate Planning Lawyer, California

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Amiel Wade
About | Practice Areas
Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
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Our goal is to have our core areas of practice rank among the top in the legal community.

888-909-9430
1. Amiel Wade San Jose, CA
  Attorney at Law- CA, 1996
  Rutgers School of Law—Camden, Rutgers University, J.D. 1996
2. AboutWade Law Group
  Working With Excellent Attorneys
3. Practice AreasExpertise
  Wills & Probate Law
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Includes: Gift Taxation

John B. Galvin

Real Estate, International Tax, Estate Planning, Corporate

Status: In Good Standing

CONTACT

2933 San Marcos Avenue, Los Olivos, CA 93441

Jack L Collison

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

Status: In Good Standing

CONTACT

1610 Oak Street, Solvang, CA 93463

James Charles Daloisio

White Collar Crime, Gift Taxation, Criminal

Status: In Good Standing Licensed: 35 Years

CONTACT

45 Dearborn Pl, Santa Barbara, CA 93117

Joleen Shively Kocmur

International, Gift Taxation, Employee Rights

Status: In Good Standing Licensed: 24 Years

CONTACT

7559 Palos Verdes Dr, Santa Barbara, CA 93117

Jason Stratos Sampas

Real Estate, Gift Taxation, Corporate, Business

Status: In Good Standing Licensed: 10 Years

CONTACT

3463 State St, Santa Barbara, CA 93105

Nicholas John Schneider

International Tax, Wills, Trusts, Estate Planning, Business

Status: In Good Standing

CONTACT

3905 State Street, Santa Barbara, CA 93105

Michael Edwin Pfau

Tax, Real Estate, Gift Taxation, Business

Status: In Good Standing

CONTACT

1421 State St, Santa Barbara, CA 93101

Stephen W. Erickson

Internet, Estate Planning, Employment, Contract

Status: In Good Standing Licensed: 26 Years

CONTACT

427 E Carrillo St, Santa Barbara, CA 93101

Tomas Abraham Castelo

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

232 E Anapamu St, Santa Barbara, CA 93101

Christopher Carl Jones

International Tax, Estate Planning, Estate, Business & Trade

Status: Inactive Licensed: 52 Years

CONTACT

427 E Carrillo St, Santa Barbara, CA 93101

800-923-0641

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LEGAL TERMS

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.

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.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

WARRANTY DEED

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

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.

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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Santa Ynez Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

John B. Galvin

Jack L Collison

James Charles Daloisio

Joleen Shively Kocmur

Jason Stratos Sampas

Nicholas John Schneider

Michael Edwin Pfau

Stephen W. Erickson

Tomas Abraham Castelo

Christopher Carl Jones

TIPS

LEGAL TERMS

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

HOLOGRAPHIC WILL

RESIDUARY ESTATE

ALTERNATE BENEFICIARY

CONTINGENT BENEFICIARY

SURVIVING SPOUSE'S TRUST

ENTITY

WARRANTY DEED

SPRINKLING TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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