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Stewarts Point Estate Planning Lawyer, California

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Includes: Gift Taxation

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1-10 of 44 matches. Page 1 of 5  

Thomas Reed Sink

Trusts, Gift Taxation, Estate Planning, Elder Law
Status:  In Good Standing           Licensed:  40 Years
CONTACT
144 S Cloverdale Blvd, Cloverdale, CA 95425
Profile LAWPOINTS™26/100
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Robin Rudderow

Immigration, Trusts, Estate Planning, Criminal
Status:  In Good Standing           Licensed:  38 Years
CONTACT
Bodega Bay, CA 94923
Profile LAWPOINTS™26/100
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James R. Mayo

Estate Planning, Estate
Status:  In Good Standing           Licensed:  49 Years
CONTACT
Ukiah, CA 95482
Profile LAWPOINTS™26/100
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Garrett Murphy Civian

Gift Taxation
Status:  In Good Standing           Licensed:  12 Years
CONTACT
845 Patti Page Ct, Windsor, CA 95492
Profile LAWPOINTS™26/100
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Steven John Brookes

Other, International, Government, Gift Taxation
Status:  In Good Standing           Licensed:  42 Years
CONTACT
Lakeport, CA 95453
Profile LAWPOINTS™31/100
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Colin Morrow

Landlord-Tenant, Estate Planning, Family Law, Business & Trade
Status:  In Good Standing           
CONTACT
305 North Main Street, Ukiah, CA 95482
Profile LAWPOINTS™34/100
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William Paul Matz

Tax, Real Estate, Gift Taxation
Status:  In Good Standing           Licensed:  43 Years
CONTACT
8979 Conde Ln, Windsor, CA 95492
Profile LAWPOINTS™21/100
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Myrna Lee Oglesby

Trusts, Gift Taxation, Estate Planning, Estate
Status:  In Good Standing           Licensed:  41 Years
CONTACT
533 S Main St, Calpella, CA 95482
Profile LAWPOINTS™24/100
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Daniel Earl Davis

Intellectual Property, Gift Taxation, Juvenile Law, Business, Personal Injury
Status:  In Good Standing           
CONTACT
1550 Airport Blvd, Santa Rosa, CA 95403
Profile LAWPOINTS™36/100
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Deborah Groome Corlett

Estate Planning, International Tax, Trusts, Estate, Wills
Status:  In Good Standing           
CONTACT
1550 Airport Blvd, Santa Rosa, CA 95403
Profile LAWPOINTS™36/100
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Easily find Stewarts Point Estate Planning Lawyers and Stewarts Point Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

HEIR APPARENT

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

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)
A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

IRREVOCABLE TRUST

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

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)
A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

WARRANTY DEED

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

TITLE COMPANY

A company that issues title insurance.

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.

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.

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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