San Luis Rey 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 William Hackbarth

General Practice

Status: In Good Standing Licensed: 32 Years

CONTACT

307 Lemonwood Dr, Fallbrook, CA 92028

Rosario R. Stoliker

Wills, Estate Planning, Employee Rights, Elder Law

Status: In Good Standing

CONTACT

632 Monica Cir, Oceanside, CA 92057

James Gabrial Donart

Estate, Trusts

Status: In Good Standing Licensed: 50 Years

CONTACT

1432 S Mission Rd, Fallbrook, CA 92028

Jay Wallen Brandenburg

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 44 Years

CONTACT

5017 Avenida De La Plata, Oceanside, CA 92057

Irina Nicole Goldberg

International Tax, International, Gift Taxation, Business & Trade

Status: In Good Standing Licensed: 15 Years

CONTACT

4930 Seascape Dr, Oceanside, CA 92057

Tricia D'Ambrosio Woodward

Other, Estate, Divorce & Family Law, Business

Status: In Good Standing Licensed: 14 Years

CONTACT

3630 Vista Campana S, Oceanside, CA 92057

John Kimball Bishop

Trusts, Estate Planning, Estate, Administrative Law

Status: In Good Standing Licensed: 16 Years

CONTACT

4216 Alta Vista Ct, Oceanside, CA 92057

Henry Neil Portner

Trusts, International Tax, Divorce, Bankruptcy, Contract

Status: In Good Standing Licensed: 51 Years

CONTACT

2234 Creekview Lane, Fallbrook, CA 92028

Henry N. Portner

Trusts, International Tax, Divorce, Bankruptcy, Contract

Status: In Good Standing Licensed: 51 Years

CONTACT

2234 Creekview Lane, Fallbrook, CA 92028

Henry N Portner

Trusts, International Tax, Divorce, Bankruptcy, Contract

Status: In Good Standing Licensed: 51 Years

CONTACT

2234 Creekview Lane, Fallbrook, CA 92028

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.

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.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

NET ESTATE

The value of all property owned at death less liabilities or debts.

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.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

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.

SURROGATE COURT

See probate court.

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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San Luis Rey Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Raymond William Hackbarth

Rosario R. Stoliker

James Gabrial Donart

Jay Wallen Brandenburg

Irina Nicole Goldberg

Tricia D'Ambrosio Woodward

John Kimball Bishop

Henry Neil Portner

Henry N. Portner

Henry N Portner

TIPS

LEGAL TERMS

ACCUMULATION TRUST

INTESTATE

SURVIVING SPOUSE'S TRUST

REAL ESTATE AGENT

NET ESTATE

DISINHERIT

WILL

SUCCESSION

SURROGATE COURT

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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