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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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Marlene Session Cooper

Trusts, Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 46 Years

CONTACT

1605 Meadowbrook Rd, Altadena, CA 91001

Judith Warren

Other, Trusts, Estate

Status: In Good Standing Licensed: 45 Years

CONTACT

1036 E Howard St, La Canada Flintridge, CA 91104

John Anthony Ohalloran

Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

2007 Minoru Dr, Altadena, CA 91001

Daeyong Jung

Medical Malpractice, Trusts, Electronic Commerce, Business

Status: In Good Standing Licensed: 3 Years

CONTACT

1655 N Fair Oaks Ave, La Canada Flintridge, CA 91103

Steven C. Goldberg

Estate Planning, International Tax, Products Liability, Aviation, Family Law

Status: In Good Standing Licensed: 50 Years

CONTACT

3680 Giddings Ranch Rd, Altadena, CA 91001

Joseph M Mafonde

General Practice

Status: In Good Standing Licensed: 25 Years

CONTACT

1720 E Washington Blvd, La Canada Flintridge, CA 91104

Christopher John Currer

International, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

2112 Galbreth Rd, La Canada Flintridge, CA 91104

Arlen Frazier Printz

Intellectual Property, Trusts, Employee Rights

Status: In Good Standing

CONTACT

2076 Lincoln Ave, La Canada Flintridge, CA 91103

Andrew Michael Vogelbach

Other, Real Estate, Trusts, Criminal

Status: In Good Standing Licensed: 16 Years

CONTACT

1914 Midlothian Dr, Altadena, CA 91001

Christopher Allan Bury

Prosecution, Trusts, Estate, Civil Rights

Status: In Good Standing

CONTACT

1443 E Washington Blvd, La Canada Flintridge, CA 91104

800-923-0641

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LEGAL TERMS

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

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.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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.

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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Altadena Estate Lawyer, California, page 3

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Marlene Session Cooper

Judith Warren

John Anthony Ohalloran

Daeyong Jung

Steven C. Goldberg

Joseph M Mafonde

Christopher John Currer

Arlen Frazier Printz

Andrew Michael Vogelbach

Christopher Allan Bury

TIPS

LEGAL TERMS

REMAINDERMAN

SWEARING MATCH

GENERATION-SKIPPING TRUST

GRANT DEED

GRANTOR

PETITION

EXECUTOR

ALTERNATE BENEFICIARY

HOLOGRAPHIC WILL

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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