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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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Scott Feig

✓ VERIFIED

Estate, Power of Attorney, Divorce & Family Law, Contract, Family Law

We understand the steps it takes for a person to reach out for legal guidance.

Scott Feig is a member of the California State Bar, California State Bar Estates Section, Orange County Bar Association Estates Section, and the Calif... (more)

FREE CONSULTATION

CONTACT

800-906-3031

930 Roosevelt, Irvine, CA 92620

William P. Mullins

✓ VERIFIED

Criminal, Divorce & Family Law, Estate

William P. Mullins is a practicing lawyer in the state of California handling criminal, family and estate matters.

CONTACT

714-426-2800

160 S Old Springs Rd, Anaheim, CA 92808

Patricia Ellen Parker

✓ VERIFIED

Criminal, Divorce & Family Law, Estate

Patricia Ellen Parker is a practicing lawyer in the state of California handling family law matters.

CONTACT

714-426-2800

160 S Old Springs Rd, Anaheim, CA 92808

Daniel J. Cooper

✓ VERIFIED

Estate, Wills & Probate

Daniel J. Cooper is a California attorney and has been the sole shareholder of Daniel J. Cooper, a professional corporation, since 1980. Mr. Cooper�... (more)

FREE CONSULTATION

CONTACT

949-859-8456

24012 Calle De La Plata, Laguna Hills, CA 92653

Gary K Rosenzweig

Corporate, Business Organization, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

601 S Main St, Corona, CA 92882

Sharon M. Anderson

Elder Law, Estate Administration, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing

FREE CONSULTATION

CONTACT

1897 California Ave, Corona, CA 92881

Richard T. Hsueh

Employment, Estate Planning, Family Law, Litigation

Status: In Good Standing

CONTACT

16148 Sand Canyon Avenue, Irvine, CA 92618

Suzanne M. Rehmani

Estate, Guardianships & Conservatorships, Power of Attorney, Employment

Status: In Good Standing

FREE CONSULTATION

CONTACT

160 N. Riverview Dr., #200, Anaheim Hills, CA 92808

Stefanie Noel Brabec

Estate Planning, Family Law, Guardianships & Conservatorships, Adoption

Status: In Good Standing

CONTACT

15707 Rockfield Boulevard, Irvine, CA 92618

Eugene Kim

Tax, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

26000 Towne Centre Dr, Foothill Ranch, CA 92610

800-923-0641

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LEGAL TERMS

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

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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Silverado Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Scott Feig

William P. Mullins

Patricia Ellen Parker

Daniel J. Cooper

Gary K Rosenzweig

Sharon M. Anderson

Richard T. Hsueh

Suzanne M. Rehmani

Stefanie Noel Brabec

Eugene Kim

TIPS

LEGAL TERMS

INHERITANCE TAXES

SUCCESSOR TRUSTEE

BYPASS TRUST

ACCUMULATION TRUST

ABATEMENT

SPECIAL ADMINISTRATOR

PROBATE

INTER VIVOS TRUST

DISTRIBUTEE

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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