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September Katje
About | Practice Areas
Pacific Wealth Legal Advisors
130 South Chaparral, Suite 140-B Anaheim Hills, CA 92808» view map
Estate Law
Small Firm. Big Difference.

Our attorneys have a unique and broad skill set enabling them to be excellent advisors.

800-878-2980
1. September Katje Anaheim, CA
  Attorney at Law- CA, 2003
  California Western School of Law, J.D. 2003
2. AboutPacific Wealth Legal Advisors
  Your Success is our Business
3. Practice AreasExpertise
  Estate Law
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Joseph Crane Lavelle

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Accident & Injury, Estate Planning, Wills & Probate, Trusts

After practicing in the San Diego area for over 20 yeas, Joe founded Lavelle Law Group because he sensed a need for a small personal service law firm ... (more)

FREE CONSULTATION

CONTACT

619-655-3656

1350 Columbia St, San Diego, CA 92101

Alejandra Rodriguez

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Estate Planning, Trusts, Wills & Probate, Wills, Estate

Located in the Banker's Hill area, near downtown San Diego, California, Rodriguez Law Offices is centrally located to service clients throughout San D... (more)

CONTACT

800-824-1790

7676 Hazard Center Dr., Ste. 500, San Diego, CA 92108

Marlene J Keen

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Divorce & Family Law, Divorce, Child Custody, Family Law, Estate

San Diego Family Law Divorce Attorney, Marlene J. Keen limits her practice to Family Law matters including Divorce, Dissolution of Marriage,... (more)

CONTACT

619-494-3974

600 B Street, San Diego, CA 92101

Sandy Sofia Isaac

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Bankruptcy & Debt, Business, Divorce & Family Law, Estate

Sandy Isaac is a member of Preovolos Lewin & Hezlep ALC’s Trusts & Estates department and has particular experience in Estate Planning, Probate, Tru... (more)

FREE CONSULTATION

CONTACT

800-321-7510

451 A Street, San Diego, CA 92101

Craig Eugene Dwyer

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Bankruptcy & Debt, Credit & Debt, Collection, Trusts, Wills & Probate

Craig E. Dwyer, Esq., has represented both debtors and creditors in Chapter 7, 11 and 13 Bankruptcy Cases in San Diego, Orange, Los Angeles and Rivers... (more)

FREE CONSULTATION

CONTACT

800-486-2210

8745 Aero Drive, Suite 301, San Diego, CA 92123

Gerald Patrick Burleson

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Estate, Trusts, Estate Administration

Gerald Burleson is a practicing lawyer in the state of California handling Estate matters.

CONTACT

858-794-4805

880 Apollo St, San Diego, CA 92192

Thomas E Parashos

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Estate

CONTACT

619-567-4447

9847 Campo Rd, Spring Valley, CA 91977

Jeffrey D Schreiber

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Estate, Bankruptcy & Debt

Jeffrey D Schreiber is a practicing lawyer in the state of California.

CONTACT

858-643-9011

4275 Executive Sq, La Jolla, CA 92037

Jackie Robert Geller

Bankruptcy & Debt, Estate, Tax, Divorce & Family Law, Family Law

Bankruptcy, Estate Planning, Tax and Family Law

Jackie Robert Geller is a graduate of Thomas Jefferson School of Law. A member of the California State Bar since 1980, Attorney Jackie Robert Geller h... (more)

FREE CONSULTATION

CONTACT

800-750-5991

5755 Oberlin Drive, San Diego, CA 92121

Lena Ghianni

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Divorce & Family Law, Estate

"The law has always fascinated me. I told my parents when I was about 7 years old that I wanted to be an attorney and strived for that goal throughout... (more)

FREE CONSULTATION

CONTACT

800-875-9680

12975 Brookprinter Pl, Poway, CA 92064

800-923-0641

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LEGAL TERMS

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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.'

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.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

TITLE COMPANY

A company that issues title insurance.

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a ...

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San Diego Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Joseph Crane Lavelle

Alejandra Rodriguez

Marlene J Keen

Sandy Sofia Isaac

Craig Eugene Dwyer

Gerald Patrick Burleson

Thomas E Parashos

Jeffrey D Schreiber

Jackie Robert Geller

Lena Ghianni

TIPS

LEGAL TERMS

ADEMPTION

NONPROBATE

ENDOWMENT INSURANCE

TRUST CORPUS

PROBATE

SURVIVING SPOUSE'S TRUST

SELF-PROVING WILL

RESIDUARY BENEFICIARY

TITLE COMPANY

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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