Pioneertown 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

Rodney Gene Shaddy

Trusts, Estate Planning

Status: In Good Standing Licensed: 13 Years

CONTACT

7426 Camarilla Ave, Yucca Valley, CA 92284

Dewey Hershel Wilson

Trusts, Estate Planning, Elder Law

Status: Inactive Licensed: 44 Years

CONTACT

149 N San Gorgonio Ave, Banning, CA 92220

Laura Julia O'Kane

Real Estate, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

777 E. Tahquitz Cyn Way, Palm Springs, CA 92262

Annette Louise Isaac

Estate Planning, Family Law, Business & Trade, Commercial Bankruptcy

Status: In Good Standing Licensed: 24 Years

CONTACT

777 E Tahquitz Canyon Way, Palm Springs, CA 92262

Barbara Gene Knox

Estate, Estate Planning, Wills & Probate, Guardianships & Conservatorships

Status: In Good Standing

CONTACT

1130 N. Valdivia Way, Palm Springs, CA 92262

Michael Steven Kahn

Intellectual Property, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 53 Years

CONTACT

Palm Springs, CA 92263

Elaine Estelle Hill

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

560 Paseo Dorotea, Palm Springs, CA 92264

Florian Gillar Boyd

Estate Planning

Status: In Good Standing Licensed: 71 Years

CONTACT

225 South Civic Dr., Palm Springs, CA 92262

800-923-0641

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LEGAL TERMS

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.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

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.'

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

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.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

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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Pioneertown Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Thomas C Webb

Joe LaMantia

Rodney Gene Shaddy

Dewey Hershel Wilson

Laura Julia O'Kane

Annette Louise Isaac

Barbara Gene Knox

Michael Steven Kahn

Elaine Estelle Hill

Florian Gillar Boyd

TIPS

LEGAL TERMS

SPRINKLING TRUST

QDOT TRUST

INHERIT

TRUST CORPUS

INVENTORY

PROVING A WILL

HEIR APPARENT

POUR-OVER WILL

FAILURE OF ISSUE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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