Indio Estate Planning 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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Includes: Gift Taxation

Thomas C Webb

Family Law, Estate Planning, Real Estate, Bankruptcy

Status: In Good Standing

CONTACT

44-901 Village Court, Palm Desert, CA 92260

Joe LaMantia

Family Law, Wills & Probate, Corporate, Estate Planning

Status: In Good Standing

CONTACT

44-901 Village Court, Palm Desert, CA 92260

Helene P. Dreyer Koch

Wills, Trusts, Estate Planning, Estate, Civil Rights

Status: In Good Standing

CONTACT

45025 Manitou Dr, Indian Wells, CA 92210

Bruce Rea Durkee

Commercial Real Estate, Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 22 Years

CONTACT

77772 Flora Rd, Palm Desert, CA 92211

Simone Easum

Commercial Real Estate, Real Estate, Estate Planning, Estate

Status: In Good Standing Licensed: 30 Years

CONTACT

#156 82204 Us Highway 111, Indio, CA 92201

David Aaron Wiesen

Gift Taxation, Estate, Criminal, Bankruptcy & Debt

Status: In Good Standing

CONTACT

81955 Us Highway 111, Indio, CA 92201

Robert Thompson Wolfe

International Tax, Estate Planning, Corporate, Commercial Bankruptcy

Status: In Good Standing

CONTACT

77777 Country Club Dr, Indian Wells, CA 92211

James Robinson Urquhart

Commercial Real Estate, Gift Taxation, Employee Rights, Employment

Status: In Good Standing Licensed: 47 Years

CONTACT

81578 Camino El Triunfo, Indio, CA 92203

Brian Monroe Lewis

Juvenile Law, Estate Planning, International Tax, Federal Appellate Practice, DUI-DWI

Status: In Good Standing Licensed: 38 Years

CONTACT

74785 Us Highway 111, Indian Wells, CA 92210

Karin Signe Hesseltine

Estate, Estate Planning, Wills & Probate, Trusts

Status: In Good Standing Licensed: 28 Years

CONTACT

74-040 Highway 111, Palm Desert, CA 92260

800-923-0641

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LEGAL TERMS

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

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.

CREDIT SHELTER TRUST

See AB trust.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Indio Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Thomas C Webb

Joe LaMantia

Helene P. Dreyer Koch

Bruce Rea Durkee

Simone Easum

David Aaron Wiesen

Robert Thompson Wolfe

James Robinson Urquhart

Brian Monroe Lewis

Karin Signe Hesseltine

TIPS

LEGAL TERMS

HEIR AT LAW

WILL

TRUST MERGER

ABATEMENT

INTESTATE SUCCESSION

INHERITANCE TAXES

TESTAMENTARY TRUST

QTIP TRUST

CREDIT SHELTER TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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