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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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Thomas William Dominick

Estate Planning, Elder Law, Federal Appellate Practice, Commercial Real Estate, Trusts

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215 N "D" St, San Bernardino, CA 92401

Binu Varughese Cloud

Real Estate, Litigation, Trusts, Business, Divorce & Family Law

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247 W 3Rd St, San Bernardino, CA 92415

Elisabeth Kempe-Olinger

Estate, Power of Attorney, Wills & Probate, Trusts

Status: Licensed: 42 Years

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1200 Nevada St, Redlands, CA 92374

Philip Monroe Savage

Wills, Trusts, Corporate, Business, International Tax

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550 E Hospitality Ln, San Bernardino, CA 92408

Robert Wareing Cannon

Trusts, Estate Planning

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1806 Orange Tree Ln, Redlands, CA 92375

Kathleen Berns Albrektson

Estate Planning, Bankruptcy, Elder Law, Administrative Law, Trusts

Status: Licensed: 36 Years

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1801 Orange Tree Ln, Redlands, CA 92374

Rene Sue Abraham

Trusts, Estate, Private Schools

Status: Licensed: 30 Years

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1710 Plum Ln, Redlands, CA 92374

Edward Brack Fischel

Litigation, Wills, Trusts, Estate Planning, Elder Law

Status: Licensed: 34 Years

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459 W 4Th St, San Bernardino, CA 92401

Richard Samuel Price

Estate, Trusts, Wills & Probate

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300 E State St, Redlands, CA 92373

Lenita Ann Skoretz

Wills, Trusts, Family Law, Divorce, Farms

Status: Licensed: 29 Years

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12 Nevada St, Redlands, CA 92373

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LEGAL TERMS

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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).

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

SUCCESSOR TRUSTEE

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

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

SURROGATE COURT

See probate court.

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.

FUNDING A TRUST

Transferring ownership of property to a 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 Trusts Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Thomas William Dominick

Binu Varughese Cloud

Elisabeth Kempe-Olinger

Philip Monroe Savage

Robert Wareing Cannon

Kathleen Berns Albrektson

Rene Sue Abraham

Edward Brack Fischel

Richard Samuel Price

Lenita Ann Skoretz

TIPS

LEGAL TERMS

HEIR APPARENT

GRANTOR RETAINED INCOME TRUST

INTESTATE SUCCESSION

HOLOGRAPHIC WILL

SUCCESSOR TRUSTEE

FAILURE OF ISSUE

SURROGATE COURT

AB TRUST

FUNDING A TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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