Mission Hills 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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Joel Samuel Farkas

Family Law, Banking & Finance, Wills & Probate, Civil Rights

Status: In Good Standing

FREE CONSULTATION

CONTACT

15545 Devonshire Street, Mission Hills, CA 91345

Darrell C. Harriman

Estate, Divorce & Family Law, Business, Accident & Injury

Status: In Good Standing Licensed: 45 Years

CONTACT

9018 Balboa Blvd, Northridge, CA 91325

Tamila Chris Jensen

Trusts, Estate, Wills

Status: In Good Standing

CONTACT

10324 Balboa Blvd, Granada Hills, CA 91344

Jerry D Rothman

Trusts, Family Law, Corporate, Personal Injury

Status: In Good Standing

CONTACT

750 N Workman St, San Fernando, CA 91340

Bonnie Marie Bursk

Trusts, Estate Planning, Elder Law, Wills

Status: In Good Standing

CONTACT

10663 Yarmouth Ave, Granada Hills, CA 91344

Lindsay Lupe Savin

Trusts, Estate, Civil & Human Rights

Status: In Good Standing Licensed: 12 Years

CONTACT

10663 Yarmouth Ave, Granada Hills, CA 91344

Constance Zec Bessada

Estate Planning, Personal Injury, Family Law, Commercial Real Estate, Mass Torts

Status: In Good Standing

CONTACT

14925 Lull St, Encino, CA 91405

Margaret Davalene Wilson

Intellectual Property, Entertainment, Trusts, Family Law

Status: In Good Standing

CONTACT

17826 Chatsworth St, Granada Hills, CA 91344

Ellen Susan Finkelberg

Trusts, Estate

Status: In Good Standing Licensed: 47 Years

CONTACT

Northridge, CA 91327

Thomas Patrick Christopher

Trusts

Status: In Good Standing Licensed: 30 Years

CONTACT

11260 Wilbur Ave, Porter Ranch, CA 91326

800-923-0641

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LEGAL TERMS

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

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.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

CURATOR

See conservator.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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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Mission Hills Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Joel Samuel Farkas

Darrell C. Harriman

Tamila Chris Jensen

Jerry D Rothman

Bonnie Marie Bursk

Lindsay Lupe Savin

Constance Zec Bessada

Margaret Davalene Wilson

Ellen Susan Finkelberg

Thomas Patrick Christopher

TIPS

LEGAL TERMS

CHARITABLE TRUST

ANCILLARY PROBATE

PROVING A WILL

QTIP TRUST

DISINHERIT

GRANTOR

CURATOR

ENTITY

SWEARING MATCH

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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