Magnolia Park Estate Planning Lawyer, California

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Amiel Wade
About | Practice Areas
Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
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Our goal is to have our core areas of practice rank among the top in the legal community.

888-909-9430
1. Amiel Wade San Jose, CA
  Attorney at Law- CA, 1996
  Rutgers School of Law—Camden, Rutgers University, J.D. 1996
2. AboutWade Law Group
  Working With Excellent Attorneys
3. Practice AreasExpertise
  Wills & Probate Law
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Includes: Gift Taxation

Henrik M. Mosesi

Bankruptcy, Criminal, Estate Planning, Family Law

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FREE CONSULTATION

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360 East Olive Avenue, Burbank, CA 91502

Liana Nazaryan

Family Law, Child Support, Estate Planning, Adoption

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FREE CONSULTATION

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801 North Brand Boulevard, Glendale, CA 91203

Wendy E. Hartmann

International Tax, Trusts, Estate Planning, Estate, Family Law

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130 S. Jackson Street, Glendale, CA 91205

Elizabeth Botsford

Estate, Estate Planning, Trusts, Power of Attorney

Status: Licensed: 28 Years

FREE CONSULTATION

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11684 Ventura Blvd # 145, Studio City, CA 91604

Michael Jay Bond

Estate Planning

Status: Licensed: 48 Years

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400 N Hollywood Way, Burbank, CA 91505

Patrick Blanchard Crawford

Gift Taxation

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3500 W Olive Ave, Burbank, CA 91505

Christophe John Matarese

Tax, International, Gift Taxation

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CONTACT

500 N Brand Blvd, Glendale, CA 91203

Raul Alexander Escatel

Other, Tax, Trusts, Gift Taxation, Estate

Status: Licensed: 21 Years

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500 N Central Ave, Glendale, CA 91203

Gregory Robert Broege

Tax, International, Gift Taxation

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CONTACT

500 N Brand Blvd, Glendale, CA 91203

Richard Joseph Ayoob

Tax, International, Gift Taxation, Administrative Law

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CONTACT

500 N Brand Blvd, Glendale, CA 91203

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LEGAL TERMS

FUNDING A TRUST

Transferring ownership of property to a trust.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

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.

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.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

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.

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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Magnolia Park Estate Planning Lawyer, California

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Henrik M. Mosesi

Liana Nazaryan

Wendy E. Hartmann

Elizabeth Botsford

Michael Jay Bond

Patrick Blanchard Crawford

Christophe John Matarese

Raul Alexander Escatel

Gregory Robert Broege

Richard Joseph Ayoob

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LEGAL TERMS

FUNDING A TRUST

ANCILLARY PROBATE

SPRINKLING TRUST

DOWER AND CURTESY

PROBATE

TESTAMENTARY TRUST

AB TRUST

GENERATION-SKIPPING TRUST

CONSERVATOR

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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