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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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Charise Lynette Stewart

Lawsuit & Dispute, Trusts, Employment, Business

Status: In Good Standing Licensed: 16 Years

CONTACT

350 W Colorado Blvd, La Canada Flintridge, CA 91105

Rocky Elkaddoum

Trusts, Family Law, Corporate, Credit & Debt, Personal Injury

Status: In Good Standing Licensed: 8 Years

CONTACT

200 S Los Robles Ave, La Canada Flintridge, CA 91101

Stephen Curtis Ball

Power of Attorney, Litigation, Trusts, Insurance

Status: In Good Standing

CONTACT

650 Sierra Madre Villa Ave, La Canada Flintridge, CA 91107

Jeffrey Vidal Hernadnez

Commercial Real Estate, Real Estate, Wills & Probate, Bankruptcy

Status: In Good Standing

CONTACT

281 E Colorado Blvd, La Canada Flintridge, CA 91102

Randall Melby

Trusts, Estate

Status: In Good Standing

CONTACT

1061 Valley Sun Ln, La Canada Flintridge, CA 91011

Stephen R Golden

Business, Real Estate, Immigration, Estate Planning

Status: In Good Standing Licensed: 32 Years

CONTACT

600 North Rosemead Blvd., Pasadena, CA 91107

Theresa Marie Cummings Pranata

Trusts, Estate

Status: In Good Standing

CONTACT

600 N Rosemead Blvd, La Canada Flintridge, CA 91107

Vannesa Naomi Alquijay

Immigration, Trusts

Status: In Good Standing Licensed: 15 Years

CONTACT

372 S Sierra Madre Blvd, La Canada Flintridge, CA 91107

Gregory Arthur Jones

Real Estate, Trusts, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 39 Years

CONTACT

1450 West Colorado Blvd, La Canada Flintridge, CA 91105

Linda Eliana Paquette

Dispute Resolution, Wills, Trusts, Elder Law

Status: In Good Standing Licensed: 39 Years

CONTACT

847 S Grand Ave, La Canada Flintridge, CA 91105

800-923-0641

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LEGAL TERMS

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

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

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.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

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.

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 5

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Charise Lynette Stewart

Rocky Elkaddoum

Stephen Curtis Ball

Jeffrey Vidal Hernadnez

Randall Melby

Stephen R Golden

Theresa Marie Cummings Pranata

Vannesa Naomi Alquijay

Gregory Arthur Jones

Linda Eliana Paquette

TIPS

LEGAL TERMS

SPECIAL ADMINISTRATOR

ESTATE TAXES

LIVING TRUST

PETITION

DEATH TAXES

AUGMENTED ESTATE

BENEFICIARY

INTESTATE SUCCESSION

SPECIFIC BEQUEST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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