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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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William P. Mullins

✓ VERIFIED

Criminal, Divorce & Family Law, Estate

William P. Mullins is a practicing lawyer in the state of California handling criminal, family and estate matters.

CONTACT

714-426-2800

160 S Old Springs Rd, Anaheim, CA 92808

Patricia Ellen Parker

✓ VERIFIED

Criminal, Divorce & Family Law, Estate

Patricia Ellen Parker is a practicing lawyer in the state of California handling family law matters.

CONTACT

714-426-2800

160 S Old Springs Rd, Anaheim, CA 92808

Jerry D. Mackey

Estate Planning, Corporate, Non-profit, Business Organization

Status: In Good Standing

CONTACT

(By Appointment Only), North Orange County Office, 2260 North State College Boulevard, Fullerton, CA 92831

Lee D Berry

Trusts, Estate

Status: In Good Standing Licensed: 13 Years

CONTACT

1100 N Tustin Ave, Anaheim, CA 92807

Thomas Matthew Gieser

Commercial Real Estate, Trusts, Estate, Business Organization

Status: In Good Standing Licensed: 49 Years

CONTACT

2522 N Santiago Blvd, Orange, CA 92867

David Daniel Hiskey

Other, Trusts, Estate Planning, DUI-DWI

Status: In Good Standing

CONTACT

151 N Kraemer Blvd, Placentia, CA 92870

Amanda Green Wheeler

Power of Attorney, Real Estate, Trusts, Business

Status: In Good Standing

CONTACT

4848 Lakeview Ave, Yorba Linda, CA 92886

Christopher Paul Walker

Litigation, Wills, Trusts, Bankruptcy

Status: In Good Standing Licensed: 30 Years

CONTACT

505 S Villa Real, Anaheim, CA 92807

Alan Thomson Holmes

Power of Attorney, Real Estate, Litigation, Estate, Business

Status: In Good Standing Licensed: 30 Years

CONTACT

505 S Villa Real Dr, Anaheim, CA 92807

Michael Raymond Gardner

Tax, Wills & Probate, Trusts, Bankruptcy

Status: In Good Standing Licensed: 41 Years

CONTACT

810 E Commonwealth Ave, Fullerton, CA 92831

800-923-0641

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LEGAL TERMS

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.'

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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.

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.

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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Atwood Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

William P. Mullins

Patricia Ellen Parker

Jerry D. Mackey

Lee D Berry

Thomas Matthew Gieser

David Daniel Hiskey

Amanda Green Wheeler

Christopher Paul Walker

Alan Thomson Holmes

Michael Raymond Gardner

TIPS

LEGAL TERMS

TRUST CORPUS

OFFICER

PERSONAL PROPERTY

MINERAL RIGHTS

QTIP TRUST

PRETERMITTED HEIR

HEIR AT LAW

INVENTORY

REMAINDERMAN

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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