Upland 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

Angela Y. Shin

Corporate, Estate Planning, Family Law, Litigation

Status: In Good Standing

FREE CONSULTATION

CONTACT

3633 Inland Empire Boulevard, Ontario, CA 91764

Howard Scott Borenstein

Tax, International Tax, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

299 W Foothill Blvd, Upland, CA 91786

Christopher Salvatore Scarcella

Trusts, Estate Planning

Status: In Good Standing Licensed: 13 Years

CONTACT

C.S Scarcella & Associates, Claremont, CA 91711

Keith Scott Walker

Other, Government, Trusts, Estate Planning

Status: In Good Standing Licensed: 48 Years

CONTACT

319 Harvard Ave, Claremont, CA 91711

Keith Quang Nguyen

Tax, Living Wills, Estate Planning, Bankruptcy & Debt

Status: In Good Standing Licensed: 15 Years

CONTACT

10604 N Trademark Pkwy, Rancho Cucamonga, CA 91730

Suzanne Marie Graves

Estate Administration, Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 37 Years

CONTACT

1317 W Foothill Blvd, Upland, CA 91786

Karen Marguerite Brown

Trusts, Estate Planning, Estate, Family Law

Status: In Good Standing Licensed: 27 Years

CONTACT

400 N Mountain Ave, Upland, CA 91786

Mark Daniel Saylor

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 44 Years

CONTACT

435 Yale Ave, Claremont, CA 91711

Marshall West Taylor

International, Gift Taxation, Criminal, Bankruptcy & Debt

Status: Inactive Licensed: 40 Years

CONTACT

144 N Indian Hill Blvd, Claremont, CA 91711

Donnasue Smith Ortiz

Trusts, Estate Planning, Divorce & Family Law, Business

Status: In Good Standing Licensed: 37 Years

CONTACT

10700 Civic Center Dr, Rancho Cucamonga, CA 91730

800-923-0641

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LEGAL TERMS

SUCCESSOR TRUSTEE

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

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.'

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.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

DEVISEE

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

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.

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.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

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.

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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Upland Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Angela Y. Shin

Howard Scott Borenstein

Christopher Salvatore Scarcella

Keith Scott Walker

Keith Quang Nguyen

Suzanne Marie Graves

Karen Marguerite Brown

Mark Daniel Saylor

Marshall West Taylor

Donnasue Smith Ortiz

TIPS

LEGAL TERMS

SUCCESSOR TRUSTEE

TRUST CORPUS

SUCCESSION

SPECIFIC BEQUEST

DEVISEE

POUR-OVER WILL

BANKRUPTCY ESTATE

CONTINGENT BENEFICIARY

TRUST MERGER

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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