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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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Merrill Andrew Hanson

Real Estate, Lawsuit & Dispute, Estate, Banking & Finance

Status: Licensed: 12 Years

CONTACT

150 E Meda Ave, Glendora, CA 91741

Anton W Kerckhoff

Real Estate, Trusts, Estate

Status: Licensed: 67 Years

CONTACT

280 E Rowland St, Covina, CA 91723

Paul Anthony Eads

Estate Planning, Family Law, Trusts, Estate, Wills

Status: Licensed: 20 Years

CONTACT

635 S 1St Ave, Covina, CA 91723

Charles Joseph Morris

Other, Mediation, Estate, Divorce & Family Law, Elder Law

Status:

CONTACT

1343 E Gladstone Street, Glendora, CA 91740

Robert Mills

Power of Attorney, Litigation, Wills & Probate, Estate, Power of Attorney

Status: Licensed: 34 Years

CONTACT

1429 S. Valley Center Ave, Glendora, CA 91740

John Charles Long

Trusts, Corporate, Credit & Debt, Personal Injury

Status: Licensed: 44 Years

CONTACT

425 E Arrow Hwy, Glendora, CA 91740

Lemuel L. Garcia

Litigation, Trusts, Workers' Compensation, Elder Law

Status:

CONTACT

1720 W Cameron Ave, West Covina, CA 91790

Donald Edwin Boss

Wills, Trusts, Corporate, Business

Status:

CONTACT

908 Village Oaks Dr, Covina, CA 91724

Thomas Anthony Loya

Real Estate, Estate, Divorce & Family Law, Accident & Injury

Status: Licensed: 43 Years

CONTACT

969 S Village Oaks Dr, Covina, CA 91724

Nelle Schruben Paegel

Litigation, Trusts, Estate, Intellectual Property

Status: Licensed: 20 Years

CONTACT

449 W Foothill Blvd, Glendora, CA 91741

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LEGAL TERMS

KINDRED

Under some state's probate codes, all relatives of a deceased person.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

BENEFICIARY

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

FAMILY POT TRUST

See pot trust.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

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.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

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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Azusa Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Merrill Andrew Hanson

Anton W Kerckhoff

Paul Anthony Eads

Charles Joseph Morris

Robert Mills

John Charles Long

Lemuel L. Garcia

Donald Edwin Boss

Thomas Anthony Loya

Nelle Schruben Paegel

TIPS

LEGAL TERMS

KINDRED

AB TRUST

BENEFICIARY

FAMILY POT TRUST

PROPERTY CONTROL TRUST

SUCCESSION

MINERAL RIGHTS

INTESTATE

FAILURE OF ISSUE

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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