Pauma Valley 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
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  Estate Law
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Anthony Abbott

✓ VERIFIED

Divorce & Family Law, Estate, Real Estate

Anthony Abbott founded the Law Office of Anthony Abbott as a legal option for the people of California. Attorney Abbott has represented people in hund... (more)

FREE CONSULTATION

CONTACT

760-471-2322

1902 Wright Place, Carlsbad, CA 92008

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

Andy B Aston

Trusts

Status: In Good Standing Licensed: 28 Years

CONTACT

Pauma Valley, CA 92061

Scott Campbell Tolstad

Power of Attorney, Estate, Estate Administration, Trusts, Wills & Probate

Status: In Good Standing Licensed: 42 Years

CONTACT

Valley Center, CA 92082

Earl Wayne Husted

Landlord-Tenant, Trusts

Status: In Good Standing Licensed: 43 Years

CONTACT

29044 Husted Pl, Valley Center, CA 92082

Mary Elizabeth Geerdes

Lawsuit & Dispute, Government, Estate

Status: In Good Standing Licensed: 30 Years

CONTACT

12685 Avenida Annalie, Valley Center, CA 92082

Lawrence George Mallon

Business, Bankruptcy & Debt, Estate, Tax

Status: In Good Standing Licensed: 51 Years

CONTACT

27194 Toyon Ridge Trl, Valley Center, CA 92082

Richard G. Haggart

Estate Planning, Civil Rights, Credit & Debt, Personal Injury

Status: In Good Standing Licensed: 43 Years

CONTACT

45120 Highway 79, Aguanga, CA 92536

800-923-0641

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LEGAL TERMS

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

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.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

MARITAL LIFE ESTATE TRUST

See AB trust.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

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.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

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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Pauma Valley Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Anthony Abbott

Charles X. Delgado

Pietro E. Canestrelli

Robert Famularo

Andy B Aston

Scott Campbell Tolstad

Earl Wayne Husted

Mary Elizabeth Geerdes

Lawrence George Mallon

Richard G. Haggart

TIPS

LEGAL TERMS

SPECIAL ADMINISTRATOR

DISINHERIT

AB TRUST

MARITAL LIFE ESTATE TRUST

DEVISEE

SUCCESSION

TRUST MERGER

OFFICER

SPRINKLING TRUST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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