Fresno Wills & Probate Lawyer, California

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Dutch Meyer
About | Practice Areas
Monterey Peninsula Law Inc.
31 Upper Ragsdale Dr. Suite 3 Monterey, CA 93940» view map
Estate and Landlord-Tenant Law
Serving The Monterey Bay Area

Monterey Peninsula Law Inc. is devoted to our clients. We have a team of attorneys who are knowledgeable, expedient, and meticulous about details.

831-444-6637
1. Dutch Meyer Monterey, CA
  Attorney at Law- CA
  Monterey College of Law, J.D.
2. AboutMonterey Peninsula Law Inc.
  Serving The Monterey Bay Area
3. Practice AreasExpertise
  Estate
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Includes: Estate Administration, Living Wills, Wills

D. Zackary Smith

Construction, Estate Planning, Litigation, Wills & Probate, Landlord-Tenant

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1102 N. Chinowth Street, Visalia, CA 93291

Richard Thomas Wheeler

Litigation, Wills, Corporate, Bankruptcy

Status: Licensed: 17 Years

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1175 Shaw Ave, Clovis, CA 93612

Robert Lloyd Howk

Wills, Trusts, Estate, Elder Law

Status: Licensed: 30 Years

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2001 N Van Ness Blvd, Fresno, CA 93704

Jeffrey Allen Jaech

Estate Planning, International Tax, Trusts, Estate, Wills

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5260 N Palm Ave, Fresno, CA 93704

Leigh Weber Burnside

Trusts, Litigation, Wills & Probate, Business

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8080 N Palm Ave, Fresno, CA 93729

Stefanie Jill Krause

Wills, Trusts, Estate

Status: Licensed: 25 Years

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7409 N Cedar Ave, Fresno, CA 93720

Kenneth John Jorgensen

Wills & Probate, Business, Bankruptcy, Bankruptcy & Debt

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2440 West Shaw, Fresno, CA 93711

Joanne Sanoian

Family Law, Trusts, Wills & Probate

Status: Licensed: 43 Years

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2109 W Bullard, Fresno, CA 93711

Jeffrey Leonard Wall

Wills, Trusts, Estate, Contract

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11368 N Balmoral Way, Fresno, CA 93730

Paula Christy Clark

Wills, Trusts, Criminal

Status: Licensed: 20 Years

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502 W Grangeville Blvd, Hanford, CA 93230

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LEGAL TERMS

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Fresno Wills & Probate Lawyer, California

Sponsored Law Firm

Monterey Peninsula Law Inc.

SPONSORED LAWYERS

D. Zackary Smith

Richard Thomas Wheeler

Robert Lloyd Howk

Jeffrey Allen Jaech

Leigh Weber Burnside

Stefanie Jill Krause

Kenneth John Jorgensen

Joanne Sanoian

Jeffrey Leonard Wall

Paula Christy Clark

TIPS

LEGAL TERMS

INCOMPETENCE

SPRINKLING TRUST

CONSERVATOR

LAPSE

PROBATE COURT

AB TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

RESIDUARY ESTATE

PROVING A WILL

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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