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Tehama Estate Planning Lawyer, California

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Includes: Gift Taxation

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1-5 of 5 matches. Page 1 of 1  

Clayton Bruce Anderson

Trusts, Estate Planning, Estate, Business
Status:  In Good Standing           Licensed:  25 Years
CONTACT
20 Independence Cir, Chico, CA 95973
Profile LAWPOINTS™36/100
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Alan Edward Burchett

Real Estate, Trusts, Estate Planning, Estate, Business
Status:  In Good Standing           
CONTACT
1074 East Ave, Chico, CA 95926
Profile LAWPOINTS™36/100
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Kenneth Dale Baker

Bankruptcy & Debt, Estate Planning, Business & Trade, Litigation
Status:  In Good Standing           Licensed:  51 Years
CONTACT
1430 East Ave, Chico, CA 95926
Profile LAWPOINTS™26/100
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Neil Alan Harris

Trusts, Estate Planning, Estate, Elder Law
Status:  In Good Standing           
CONTACT
466 Vallombrosa Ave, Chico, CA 95926
Profile LAWPOINTS™36/100
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John William D'Ewart

Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  33 Years
CONTACT
669 Palmetto Ave, Chico, CA 95926
Profile LAWPOINTS™26/100
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TIPS

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

LEGAL TERMS

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.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)
The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)
To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)
An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)
The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

FUNDING A TRUST

Transferring ownership of property to a trust.

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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