Scotia Trusts Lawyer, California

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Amiel Wade
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Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
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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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James Joseph Aste

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 22 Years

CONTACT

Ferndale, CA 95536

Jessica Michelle Felse

Real Estate, Trusts, Child Custody, Criminal

Status: In Good Standing Licensed: 9 Years

CONTACT

Ferndale, CA 95536

Robert Allen Zigler

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

Status: In Good Standing Licensed: 47 Years

CONTACT

677 Main St, Fortuna, CA 95540

Arthur Gary Nielsen

Power of Attorney, Trusts, Gift Taxation, Corporate

Status: In Good Standing Licensed: 30 Years

CONTACT

2850 Harris St, Eureka, CA 95503

Arthur Nielsen

Litigation, Trusts, Gift Taxation, Corporate

Status: In Good Standing Licensed: 30 Years

CONTACT

2850 Harris St, Eureka, CA 95503

Richard Gordon Daly

Tax, Trusts, Gift Taxation, Estate Planning

Status: Inactive Licensed: 57 Years

CONTACT

1530 Trinity St, Eureka, CA 95501

Angela Petrusha

Wills, Trusts

Status: In Good Standing

CONTACT

2826 E St, Eureka, CA 95501

Robert Douglas Prior

Real Estate Other, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 67 Years

CONTACT

Eureka, CA 95502

James Dale Poovey

Estate Planning, Elder Law, Commercial Real Estate, Business, Trusts

Status: In Good Standing Licensed: 46 Years

CONTACT

937 6Th St, Eureka, CA 95501

Margaret Draper

Trusts

Status: In Good Standing Licensed: 31 Years

CONTACT

Bayside, CA 95524

800-923-0641

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LEGAL TERMS

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Scotia Trusts Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

James Joseph Aste

Jessica Michelle Felse

Robert Allen Zigler

Arthur Gary Nielsen

Arthur Nielsen

Richard Gordon Daly

Angela Petrusha

Robert Douglas Prior

James Dale Poovey

Margaret Draper

TIPS

LEGAL TERMS

QTIP TRUST

GROSS ESTATE

INTER VIVOS TRUST

PROPERTY CONTROL TRUST

PERSONAL PROPERTY

ABSTRACT OF TRUST

PROVING A WILL

HEIR APPARENT

ACCUMULATION TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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