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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

Stephen K Hall

Health Care, Wills & Probate, Estate Planning, Elder Law

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756 Santa Rosa Street, San Luis Obispo, CA 93401

Stewart D. Jenkins

State and Local, Public Interest Law, Estate Planning, Divorce & Family Law

Status: Licensed: 47 Years

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1336 Morro St., San Luis Obispo, CA 93401

Scott William Wall

Trusts, Gift Taxation, Estate Planning, Defamation & Slander

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1102 Laurel Ln, San Luis Obispo, CA 93401

Geraldine Elizabeth Champion

Trusts, Estate Planning, Elder Law, Civil & Human Rights

Status: Licensed: 35 Years

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Avila Beach, CA 93424

J. Christopher Toews

Corporate, Civil Rights, DUI-DWI, Estate Planning, Trusts

Status: Licensed: 42 Years

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1212 Marsh St, San Luis Obispo, CA 93401

Craig Stephen Ainsworth

Business, Estate Planning, Trusts

Status: Licensed: 24 Years

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1103 Johnson Ave, San Luis Obispo, CA 93401

Herbert Arthur Stroh

Civil Rights, Estate, Trusts, Estate Planning, Trusts

Status: Licensed: 40 Years

CONTACT

1041 Mill St, San Luis Obispo, CA 93401

Jed Daniel Hazeltine

Bankruptcy, Civil Rights, Gift Taxation, Wills, Litigation

Status: Licensed: 26 Years

CONTACT

778 Osos St, San Luis Obispo, CA 93401

Dallas K Mosier

International Tax, Intellectual Property, Trusts, Estate Planning, Business

Status:

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1410 Marsh Street, San Luis Obispo, CA 93401

Ryan Christopher Andrews

Business, Civil Rights, Employee Rights, Environmental Law, Gift Taxation

Status: Licensed: 16 Years

CONTACT

1410 Marsh Street, San Luis Obispo, CA 93401

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LEGAL TERMS

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.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

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.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

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.

CREDIT SHELTER TRUST

See AB trust.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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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Pismo Beach Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Stephen K Hall

Stewart D. Jenkins

Scott William Wall

Geraldine Elizabeth Champion

J. Christopher Toews

Craig Stephen Ainsworth

Herbert Arthur Stroh

Jed Daniel Hazeltine

Dallas K Mosier

Ryan Christopher Andrews

TIPS

LEGAL TERMS

PROBATE

GRANTOR RETAINED INCOME TRUST

DEATH TAXES

PETITION

DOWER AND CURTESY

INVENTORY

PROVING A WILL

CREDIT SHELTER TRUST

POWER OF APPOINTMENT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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