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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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Victor Manuel Lopez Martinez

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Estate, Immigration

My journey in law was inspired by personal experiences and a commitment to advocating for individuals and families. Growing up in a Spanish-speaking i... (more)

CONTACT

323-236-3303

4470 Atlantic Ave, Long Beach, CA 90807

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

Sibylle Grebe

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Estate, Estate Administration, Trusts, Wills & Probate

Sibylle Grebe is an attorney licensed to practice law in all courts in the State of California. She is a partner in the law firm of The Probate House,... (more)

CONTACT

310-542-9888

3424 W Carson St, Torrance, CA 90503

Gary Talavera

Estate

Status:

FREE CONSULTATION

CONTACT

970 West 190th Street, Torrance, CA 90502

Sibylle Grebe

Wills & Probate, Estate Administration, Estate, Guardianships & Conservatorships

Status:

CONTACT

3424 W. Carson Street, Torrance, CA 90503

Anthony J. Ward

Business Organization, Estate Planning, Family Law, Personal Injury

Status:

FREE CONSULTATION

CONTACT

3848 West Carson Street, Torrance, CA 90503

Daniel An

Estate Planning, Personal Injury, Mass Torts, Trusts, Estate

Status: Licensed: 11 Years

FREE CONSULTATION

CONTACT

2276 Torrance Blvd, Torrance, CA 90501

James C. Shields

Wills & Probate, Estate Planning, Guardianships & Conservatorships, Bankruptcy, Divorce

Status:

FREE CONSULTATION

CONTACT

21707 Hawthorne Boulevard, Torrance, CA 90503

Russell Ozawa

Litigation, Wills & Probate, Trusts, Corporate

Status: Licensed: 15 Years

CONTACT

2780 Skypark Drive, Torrance, CA 90505

Philip Joel Kavesh

Civil Rights, Gift Taxation, Wills, Other, Trusts

Status: Licensed: 46 Years

CONTACT

990 W 190Th Street, Torrance, CA 90502

800-814-6700

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LEGAL TERMS

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

BENEFICIARY

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

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.'

GRANTOR

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

DEVISEE

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

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

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

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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Carson Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Victor Manuel Lopez Martinez

Jennifer Elizabeth Larossa

Sibylle Grebe

Gary Talavera

Sibylle Grebe

Anthony J. Ward

Daniel An

James C. Shields

Russell Ozawa

Philip Joel Kavesh

TIPS

LEGAL TERMS

TAKING AGAINST THE WILL

ENTITY

BENEFICIARY

LIVING TRUST

GRANTOR

DEVISEE

SPECIAL ADMINISTRATOR

PER CAPITA

QDOT TRUST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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