Forest Knolls Estate Planning Lawyer, California

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David E. Castro
About | Practice Areas
Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
Accident & Injury Law
Your Local, Legal Professionals

The Law Office of David E Castro is a multi-specialty law practice that provides compassionate, individualized, and aggressive legal counsel.

800-745-0730
1. David E. Castro Rocklin, CA
  Attorney at Law - CA, 2014
  Florida Coastal School of Law
2. AboutLaw Office of David E. Castro
  Your Local, Legal Professionals
3. Practice AreasExpertise
  Accident & Injury Law
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Includes: Gift Taxation

Henry Daniel Froneberger

Commercial Real Estate, Estate Planning, Elder Law, Business

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24 Professional Center Parkway, San Rafael, CA 94903

Woodford G. Rowland

Civil Rights, Gift Taxation, International, Litigation, Tax

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55 Professional Center Pkwy, San Rafael, CA 94903

Amir Sassan Sarreshtehdary

Personal Injury, Estate, Trusts, Estate Planning

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4040 Civic Center Dr, San Rafael, CA 94903

Michele Cusack

Civil Rights, Estate, Trusts, Estate Planning, Trusts

Status: Licensed: 41 Years

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9 Libra Dr, Novato, CA 94947

Sara Marjorie Taylor

Wills, Estate Planning, Employment Discrimination, Civil Rights

Status: Licensed: 21 Years

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54 Grove Ln, Novato, CA 94947

Robert Lewis Harrison

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

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1000 4Th St, San Rafael, CA 94901

Stafford Warwick Keegin

Business, Civil Rights, Gift Taxation, Intellectual Property, Real Estate

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1001 Lootens Pl, San Rafael, CA 94901

Tarey Ayn Read

International Tax, Federal, Estate Planning, Family Law

Status: Licensed: 32 Years

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838 Greenberry Ln, San Rafael, CA 94903

Thomas Silk

Business, Gift Taxation, Government, International, Tax

Status: Licensed: 62 Years

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11 Calle Del Occidente, Stinson Beach, CA 94970

Patrick John Quinn

Tax, Litigation, International, Gift Taxation

Status: Licensed: 47 Years

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1050 Northgate Dr, San Rafael, CA 94903

800-814-6700

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LEGAL TERMS

SURROGATE COURT

See probate court.

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.

HEIR APPARENT

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

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.

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.'

KINDRED

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

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

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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Forest Knolls Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Henry Daniel Froneberger

Woodford G. Rowland

Amir Sassan Sarreshtehdary

Michele Cusack

Sara Marjorie Taylor

Robert Lewis Harrison

Stafford Warwick Keegin

Tarey Ayn Read

Thomas Silk

Patrick John Quinn

TIPS

LEGAL TERMS

SURROGATE COURT

TRUST MERGER

HEIR APPARENT

ENDOWMENT INSURANCE

ABSTRACT OF TRUST

KINDRED

INTESTATE SUCCESSION

SPECIFIC BEQUEST

DOWER AND CURTESY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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