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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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Anthony Bell

✓ VERIFIED

Accident & Injury, Employment, Estate, Immigration, Lawsuit & Dispute

Defending Your Family's Future!

Superheroes At Law's commitment is to provide you with an exceptional range of legal services tailored specifically to your unique needs! We understan... (more)

FREE CONSULTATION

CONTACT

855-694-3762

3515 Atlantic Ave #1023, Long Beach, CA 90807

Charles Kevin Martin

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Bankruptcy & Debt, Lawsuit & Dispute, Estate, Property Damage, Real Estate

I was born, raised and grew up in Orange County, getting married and raising three children within the local community. I graduated from the Universit... (more)

CONTACT

800-975-9061

17461 Irvine Blvd, Tustin, CA 92780

Daniel J. Cooper

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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

David Richard Johanson

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Criminal, Estate

Cum Laude

David assists clients in general corporate matters and in employee ownership, benefit, ERISA, and related business matters, with an emphasis on execut... (more)

CONTACT

707-299-2470

445 S. Figueroa, Los Angeles, CA 90071

Elizabeth Theresa Apodaca

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Estate Planning, Intellectual Property, Business, Trusts, Estate

Liz Apodaca is owner and chief legal counsel at My Attorney L.A. where she specializes in Estate Planning, Probate and related areas of practice. A... (more)

CONTACT

562-608-3284

13601 Whittier Blvd, Whittier, CA 90605

Frank D. Granato

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Real Estate, Landlord-Tenant, Bankruptcy, Business, Wills & Probate

No need to hire a multitude of attorneys. My team of dedicated legal professionals is well-versed in many specialized areas. We will not advocate for... (more)

FREE CONSULTATION

CONTACT

800-958-1311

333 S Anita Dr, Orange, CA 92868

George Steven Louis

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Criminal, Estate, Divorce & Family Law, Trusts, Business

George Louis is a practicing lawyer in the state of California,

CONTACT

833-303-4529

1100 Town and Country, Orange, CA 92868

Harry B. Gill

✓ VERIFIED

Estate, Trusts, Tax, Business, Real Estate

JD (2013); LL.M Tax (2014)

Harry counsels predominately high net-worth families and closely-held businesses in a broad range of matters, including areas of taxation (state, nati... (more)

FREE CONSULTATION

CONTACT

949-867-2100

65 Enterprise, Aliso Viejo, CA 92656

Jennifer Elizabeth Larossa

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Divorce & Family Law, Estate, Divorce

Jennie LaRossa graduated from Loyola Marymount University with a B.A. in psychology and obtained her Juris Doctor from Western State University Colleg... (more)

CONTACT

562-981-1971

3711 Blvd, Long Beach, CA 90807

John J. Stanton

✓ VERIFIED

Estate, Wills & Probate, Trusts, Estate Planning, Divorce & Family Law

Hiring a lawyer can be intimidating. Stepping into a lawyer's office can be even more stressful. At our firm, however, we strive to take the stress ou... (more)

CONTACT

800-856-9850

1370 Brea Boulevard, Fullerton, CA 92835

800-923-0641

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800-943-8690

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LEGAL TERMS

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.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

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.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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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Anaheim Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Anthony Bell

Charles Kevin Martin

Daniel J. Cooper

David Richard Johanson

Elizabeth Theresa Apodaca

Frank D. Granato

George Steven Louis

Harry B. Gill

Jennifer Elizabeth Larossa

John J. Stanton

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LEGAL TERMS

GENERATION-SKIPPING TRUST

PER STIRPES

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

INTESTATE SUCCESSION

PERSONAL PROPERTY

ESTATE PLANNING

PRETERMITTED HEIR

INCOMPETENCE

HOLOGRAPHIC WILL

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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