Oakland Estate Planning Lawyer, California, page 5

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Includes: Gift Taxation

Geoffrey Andrew O'Neill

Tax, Trusts, Gift Taxation
Status:  Inactive *Status is reviewed annually. For latest information visit here           Licensed:  38 Years

William Edward Taggart

Tax, International, Gift Taxation, Business
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  57 Years

Josh P Davis

Real Estate, Lawsuit & Dispute, Gift Taxation, Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  14 Years

Unmani Marie Sarasvati

Tax, Gift Taxation, Family Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  20 Years

Jeffrey Satoshi Tachiki

Tax, Trusts, Estate Planning, Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  21 Years

Kristin Lie Johnson

Estate Planning, International Tax, Commercial Real Estate, Trusts, Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  39 Years

Paul George Dannhauser

Tax, International, Gift Taxation, Business
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Steven Matthew Simrin

Public Finance, Trusts, Gift Taxation, Banking & Finance
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Linda Crabtree Roodhouse

Trusts, Estate Planning, Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  44 Years

Catherine Haley

Trusts, Estate Planning, Family Law, Divorce & Family Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  32 Years

Free Help: Use This Form or Call 800-814-6700

Member Representative

Call me for fastest results!
800-814-6700

Free Help: Use This Form or Call 800-814-6700

By submitting this request, I authorize you to forward my information to multiple potential lawyers and I agree to your Terms of Use and Privacy Policy including the Consent to Receive Automated Phone Calls, Emails and Texts. Information you provide is not privileged or confidential.

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

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.'

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

NET ESTATE

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

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)
Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

CREDIT SHELTER TRUST

See AB trust.

SURROGATE COURT

See probate court.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)
A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

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.

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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