Pearblossom 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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Raymond Zakari

Eminent Domain, Estate Planning, Family Law, Contract

Status: In Good Standing

CONTACT

30 N. Raymond Avenue, Pasadena, CA 91103

Mario Andre Pacione

Litigation, Trusts, Estate, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

38700 5Th St W, Palmdale, CA 93551

Li Yew Heah

International, Immigration, Trusts, Gift Taxation

Status: In Good Standing Licensed: 12 Years

CONTACT

550 W Rancho Vista Blvd, Palmdale, CA 93551

James Charlton

Trusts

Status: In Good Standing Licensed: 45 Years

CONTACT

1031 W Ave, Palmdale, CA 93551

James William M Mark Charlton

Trusts, Estate, Divorce & Family Law

Status: In Good Standing Licensed: 35 Years

CONTACT

1031 W Ave, Palmdale, CA 93551

James Mitchell Charlton

Trusts

Status: In Good Standing Licensed: 45 Years

CONTACT

1031 W Ave, Palmdale, CA 93551

Lisa Maria Pacione

Wills, Trusts, Family Law, Divorce & Family Law

Status: In Good Standing

CONTACT

42225 10Th St W, Lancaster, CA 93534

Jeffrey D Moffatt

Veterans' Affairs, State Government, Gift Taxation, Elder Law

Status: Suspended Licensed: 22 Years

CONTACT

43625 N Sierra Parkway, Lancaster, CA 93534

Jeffrey Moffatt

Tax, State Government, Gift Taxation, Elder Law

Status: Suspended Licensed: 22 Years

CONTACT

43625 N Sierra Parkway, Lancaster, CA 93534

Mark Edward Thompson

Social Security, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

963 W Avenue, Lancaster, CA 93534

800-923-0641

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LEGAL TERMS

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living 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 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). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

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.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

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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Pearblossom Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Raymond Zakari

Mario Andre Pacione

Li Yew Heah

James Charlton

James William M Mark Charlton

James Mitchell Charlton

Lisa Maria Pacione

Jeffrey D Moffatt

Jeffrey Moffatt

Mark Edward Thompson

TIPS

LEGAL TERMS

INTESTATE

TRUSTEE

LIVING TRUST

PER STIRPES

EXECUTOR

HOLOGRAPHIC WILL

AB TRUST

BANKRUPTCY ESTATE

ESTATE PLANNING

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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