Costa Mesa Estate Lawyer, California

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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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Michael Thomas Walsh

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Estate, Trusts, Wills & Probate

Years Of Experience In Estate Planning

Michael T. Walsh has practiced law in the area of estate planning for over two decades. Mr. Walsh has been designated as a Certified Specialist in Est... (more)

CONTACT

800-256-1590

4425 Jamboree Rd, Newport Beach, CA 92660

Stacy Olsen

Corporate, Business Successions, Estate Planning, Trusts

Status: In Good Standing

CONTACT

1301 Dove Street, Newport Beach, CA 92660

Peter J Linden

Estate Administration, Estate Planning, Litigation, Wills & Probate

Status: In Good Standing

CONTACT

2500 Anniversary Lane, Newport Beach, CA 92660

Mary G. Finlay

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

1301 Dove Street, Newport Beach, CA 92660

David W. Klasing

Franchising, Wills & Probate, Corporate, Wills

Status: In Good Standing

CONTACT

2603 MAIN ST #1180, Irvine, CA 92614

Joseph A Walker

Real Estate, Motor Vehicle, Estate Planning, Estate

Status: In Good Standing

CONTACT

3991 MacArthur Blvd., Newport Beach, CA 92660

Tomohiro J. Kagami

Estate Administration, Guardianships & Conservatorships, Wills & Probate

Status: In Good Standing

FREE CONSULTATION

CONTACT

4400 Macarthur Blvd, Newport Beach, CA 92658

Stuart A. McKenzie

Estate Planning, Trusts, Wills & Probate, Trusts

Status: In Good Standing

CONTACT

9042 Garfield Ave, Huntington Beach, CA 92646

W. Bailey Smith

Wills & Probate, Trusts, Wills

Status: In Good Standing

CONTACT

2603 Main Street, Irvine, CA 92614

Robert L Wishner

Administrative Law, Corporate, Contract, Wills & Probate

Status: In Good Standing

FREE CONSULTATION

CONTACT

18022 Cowan, Irvine, CA 92614

800-923-0641

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LEGAL TERMS

TITLE COMPANY

A company that issues title insurance.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

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.

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.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

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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Costa Mesa Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Michael Thomas Walsh

Stacy Olsen

Peter J Linden

Mary G. Finlay

David W. Klasing

Joseph A Walker

Tomohiro J. Kagami

Stuart A. McKenzie

W. Bailey Smith

Robert L Wishner

TIPS

LEGAL TERMS

TITLE COMPANY

BANKRUPTCY ESTATE

SPECIFIC BEQUEST

FAMILY ALLOWANCE

WILL

PER STIRPES

FINAL BENEFICIARY

RESIDUARY BENEFICIARY

PUBLIC ADMINISTRATOR

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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