San Bernardino County, CA Trusts Lawyers, page 5

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Amiel Wade
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Wade Law Group
84 W Santa Clara St Ste 750 San Jose, CA 95113» view map
Wills & Probate Law
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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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Layne Allyn Bartholomew

Wills, Trusts, Estate, Divorce & Family Law

Status: Licensed: 29 Years

CONTACT

222 N Mountain Ave, Upland, CA 91786

Elizabeth Joan Nelms

Trusts, Estate Planning

Status: Licensed: 35 Years

CONTACT

454 Cajon St, Redlands, CA 92373

Su Pheng Cheah

Wills, Trusts, Estate, Business

Status:

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15431 Anacapa Rd, Victorville, CA 92392

Breanna Catherine Slattery

Aviation, Wills, Trusts, Estate

Status: Licensed: 15 Years

CONTACT

Chino Hills, CA 91709

Geoffrey O Hayton

Wills & Probate, Trusts, Workers' Compensation

Status: Licensed: 39 Years

CONTACT

15520 Bear Valley Rd, Victorville, CA 92395

E. Joan Nelms

Wills & Probate, Trusts, Guardianships & Conservatorships, Elder Law

Status:

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300 East State Street, Redlands, CA 92373

Karin Elizabeth Horspool

Wills, Trusts, Estate Planning, Estate

Status: Licensed: 25 Years

CONTACT

300 E State St, Redlands, CA 92373

David Dwight Werner

Real Estate, Litigation, Trusts, Estate

Status: Licensed: 33 Years

CONTACT

550 E Hospitality Ln, San Bernardino, CA 92408

Guay Paul Wilson

Trusts, Estate, Accident & Injury

Status: Licensed: 64 Years

CONTACT

14 North 8Th Street, Redlands, CA 92373

Theresa Marie Reagan

Health Care Other, Trusts, Family Law, Divorce & Family Law, Civil & Human Rights

Status: Licensed: 38 Years

CONTACT

372 Jeffries Rd, Big Bear Lake, CA 92315

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LEGAL TERMS

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

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.

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.

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.

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.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

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.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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San Bernardino County, CA Trusts Lawyers, page 5

Sponsored Law Firm

Wade Law Group

SPONSORED LAWYERS

Layne Allyn Bartholomew

Elizabeth Joan Nelms

Su Pheng Cheah

Breanna Catherine Slattery

Geoffrey O Hayton

E. Joan Nelms

Karin Elizabeth Horspool

David Dwight Werner

Guay Paul Wilson

Theresa Marie Reagan

TIPS

LEGAL TERMS

SUCCESSOR TRUSTEE

SPECIAL ADMINISTRATOR

REMAINDERMAN

ANCILLARY PROBATE

POWER OF APPOINTMENT

LAPSE

GENERATION-SKIPPING TRUST

SUCCESSION

AB TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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