San Bernardino County, CA Trusts Lawyers, page 5

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David E. Castro
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Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
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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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Layne Allyn Bartholomew

Wills, Trusts, Estate, Divorce & Family Law

Status: Licensed: 30 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:

CONTACT

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: 40 Years

CONTACT

15520 Bear Valley Rd, Victorville, CA 92395

E. Joan Nelms

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

Status:

CONTACT

300 East State Street, Redlands, CA 92373

Karin Elizabeth Horspool

Wills, Trusts, Estate Planning, Estate

Status: Licensed: 26 Years

CONTACT

300 E State St, Redlands, CA 92373

David Dwight Werner

Real Estate, Litigation, Trusts, Estate

Status: Licensed: 34 Years

CONTACT

550 E Hospitality Ln, San Bernardino, CA 92408

Guay Paul Wilson

Trusts, Estate, Accident & Injury

Status: Licensed: 65 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

SURROGATE COURT

See probate court.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

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.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to 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.

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.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

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

Law Office of David E. Castro

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

SURROGATE COURT

BENEFICIARY

SPRINKLING TRUST

SPECIFIC BEQUEST

INVENTORY

FAMILY ALLOWANCE

POWER OF APPOINTMENT

DOWER AND CURTESY

LIVING TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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