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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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Charles X. Delgado

Estate, Real Estate, Power of Attorney, Business

Status: In Good Standing

CONTACT

41923 Second St, Temecula, CA 92590

Pietro E. Canestrelli

Estate Planning, Wills & Probate, Tax Litigation, Tax

Status: In Good Standing

CONTACT

28765 Single Oak Drive, Temecula, CA 92590

Robert Famularo

Real Estate, Estate Planning, Family Law, Divorce

Status: In Good Standing

FREE CONSULTATION

CONTACT

41690 Enterprise Circle North, Temecula, CA 92590

Roy A. Hoffman

Construction, Wills & Probate, Corporate, Medical Malpractice

Status: In Good Standing

CONTACT

Moreno Valley, CA 92552

Akindele David Akintimoye

Estate, Divorce & Family Law, Criminal, Bankruptcy, Accident & Injury

Status: In Good Standing Licensed: 22 Years

CONTACT

13800 Heacock St, Moreno Valley, CA 92553

Alec Lynn Harshey

Trusts, Corporate, Bankruptcy, Commercial Real Estate

Status: In Good Standing Licensed: 47 Years

CONTACT

901 S State St, Hemet, CA 92543

Allen Arthur Falsetti

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 53 Years

CONTACT

5225 Canyon Crest Dr, Riverside, CA 92507

Amy Kathleen Nett

Commercial Real Estate, Trusts, Estate, Corporate

Status: In Good Standing Licensed: 24 Years

CONTACT

1 Ridgegate Dr, Temecula, CA 92590

Andrea Kristina Shoup

Lawsuit & Dispute, Trusts, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 18 Years

CONTACT

39755 Date St, Murrieta, CA 92563

Andrew David Wertheim

Wills, Trusts, Contract, Business

Status: In Good Standing

CONTACT

29970 Technology Dr, Murrieta, CA 92563

800-923-0641

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LEGAL TERMS

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

HEIR APPARENT

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

KINDRED

Under some state's probate codes, all relatives of a deceased person.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

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.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

CERTIFICATION OF TRUST

See abstract of trust.

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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Hemet Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Charles X. Delgado

Pietro E. Canestrelli

Robert Famularo

Roy A. Hoffman

Akindele David Akintimoye

Alec Lynn Harshey

Allen Arthur Falsetti

Amy Kathleen Nett

Andrea Kristina Shoup

Andrew David Wertheim

TIPS

LEGAL TERMS

SURVIVING SPOUSE'S TRUST

PER CAPITA

HEIR APPARENT

KINDRED

ABSTRACT OF TRUST

POWER OF APPOINTMENT

INHERIT

SUMMARY PROBATE

CERTIFICATION OF TRUST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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