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Tahoe Vista Estate Planning Lawyer, California

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Includes: Gift Taxation

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1-5 of 5 matches. Page 1 of 1  

Jill Shannon Gregory

Trusts, Estate Planning
Status:  In Good Standing           Licensed:  28 Years
CONTACT
640 N. Lake Blvd., Tahoe City, CA 96145
Profile LAWPOINTS™36/100
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Katharine Jo Shaw

Estate Planning, Business, Trusts, Estate, Wills
Status:  In Good Standing           Licensed:  19 Years
CONTACT
210 Grove St, Tahoe City, CA 96145
Profile LAWPOINTS™36/100
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Elaine Andrews

Estate Planning, International Tax, Elder Law, Trusts, Estate
Status:  In Good Standing           Licensed:  33 Years
CONTACT
10250 Donner Pass Rd, Truckee, CA 96161
Profile LAWPOINTS™26/100
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Joseph William Tillson

Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  49 Years
CONTACT
589 Tahoe Keys Blvd, South Lake Tahoe, CA 96150
Profile LAWPOINTS™26/100
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Vorris J. Blankenship

Tax, International, Gift Taxation
Status:  In Good Standing           Licensed:  53 Years
CONTACT
3120 Texas Hill Rd, Placerville, CA 95667
Profile LAWPOINTS™31/100
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TIPS

Easily find Tahoe Vista Estate Planning Lawyers and Tahoe Vista Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

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.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)
Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)
A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)
The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

TITLE COMPANY

A company that issues title insurance.

NET ESTATE

The value of all property owned at death less liabilities or debts.

INTER VIVOS TRUST

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

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)
A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

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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