Lemon Grove 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

John Anthony Varley

Bankruptcy, Credit & Debt, Estate Planning, Foreclosure

Status: In Good Standing

FREE CONSULTATION

CONTACT

7373 University Avenue, La Mesa, CA 91942

Alexandra Therese Webber

Wills, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

8080 La Mesa Blvd, La Mesa, CA 91942

Shahin Rahimi

Tax, Litigation, International, Gift Taxation

Status: In Good Standing Licensed: 22 Years

CONTACT

110 S Euclid Ave, San Diego, CA 92114

Thomas Charles Lawler

Trusts, Estate Planning, Civil & Human Rights, Insurance

Status: In Good Standing Licensed: 38 Years

CONTACT

4950 Waring Rd, San Diego, CA 92120

Julia Carol Hambleton Perkins

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

Status: In Good Standing Licensed: 23 Years

CONTACT

8080 La Mesa Blvd, La Mesa, CA 91942

Kirk Holden Riley

Estate Planning, International Tax, Administrative Law, Trusts, Wills

Status: In Good Standing Licensed: 49 Years

CONTACT

La Mesa, CA 91944

Thomas Arthur Reid

Tax, Real Estate, Lawsuit & Dispute, Gift Taxation

Status: In Good Standing Licensed: 38 Years

CONTACT

7777 Alvarado Rd, La Mesa, CA 91941

Brian Charles Schmelzlen

Tax, Real Estate, Gift Taxation, Sexual Harassment

Status: In Good Standing Licensed: 13 Years

CONTACT

7777 Alvarado Rd, La Mesa, CA 91942

Chris J Allred

Wills & Probate, Estate Planning, Elder Law, Contract

Status: In Good Standing Licensed: 42 Years

CONTACT

222 W Madison Ave, El Cajon, CA 92020

Charles Franklin Gorder

Real Estate, Gift Taxation

Status: Inactive Licensed: 63 Years

CONTACT

7491 Comet View Ct, San Diego, CA 92120

800-923-0641

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LEGAL TERMS

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

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.'

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

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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Lemon Grove Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

John Anthony Varley

Alexandra Therese Webber

Shahin Rahimi

Thomas Charles Lawler

Julia Carol Hambleton Perkins

Kirk Holden Riley

Thomas Arthur Reid

Brian Charles Schmelzlen

Chris J Allred

Charles Franklin Gorder

TIPS

LEGAL TERMS

ACCUMULATION TRUST

ADMINISTRATION (OF AN ESTATE)

TAKING AGAINST THE WILL

CONTINGENT BENEFICIARY

WARRANTY DEED

TRUST CORPUS

AUGMENTED ESTATE

HEIR AT LAW

LAPSE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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