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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
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  Estate Law
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Alexandra A. Harman

Trusts

Status: In Good Standing Licensed: 12 Years

CONTACT

1000 N Coast Hwy, Laguna Niguel, CA 92651

Alexandra Joyce Marmion

Trusts

Status: In Good Standing Licensed: 32 Years

CONTACT

9300 Imperial Hwy, Downey, CA 90242

Alice Bendet Marshall

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

23046 Avenida De La Carlota, Laguna Hills, CA 92653

Alina Sanda Demeter

Trusts, Workers' Compensation, Family Law, Science, Technology & Internet

Status: In Good Standing Licensed: 24 Years

CONTACT

12283 Old Harbor Ct, Seal Beach, CA 90740

Allan Morett Soto

Trusts, Estate

Status: In Good Standing Licensed: 25 Years

CONTACT

7960 Mcfadden Ave, Westminster, CA 92683

Allen Patrick Wilkinson

Health Care Other, Health Care, Wills & Probate, Trusts

Status: In Good Standing Licensed: 45 Years

CONTACT

18650 Macarthur Blvd, Irvine, CA 92612

Alvah Lavar Taylor

Immigration, Trusts, Employee Rights, DUI-DWI

Status: In Good Standing

CONTACT

3 Hutton Centre Dr, Santa Ana, CA 92707

Alyse Marie Frederick

Elder Law, Products Liability, Trusts, Litigation

Status: In Good Standing Licensed: 4 Years

CONTACT

3737 Birch St, Newport Coast, CA 92660

Alyssa Claire Westover

Lawsuit & Dispute, Estate, Trusts, Wills

Status: In Good Standing Licensed: 33 Years

CONTACT

3450 E Spring St, Carson, CA 90806

Amanda Mari Bourne

General Practice

Status: Inactive Licensed: 27 Years

CONTACT

16458 Bolsa Chica St, Huntington Beach, CA 92649

800-923-0641

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LEGAL TERMS

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

KINDRED

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

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

CERTIFICATION OF TRUST

See abstract of trust.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Irvine Trusts Lawyer, California, page 6

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Alexandra A. Harman

Alexandra Joyce Marmion

Alice Bendet Marshall

Alina Sanda Demeter

Allan Morett Soto

Allen Patrick Wilkinson

Alvah Lavar Taylor

Alyse Marie Frederick

Alyssa Claire Westover

Amanda Mari Bourne

TIPS

LEGAL TERMS

SECONDARY MEANING

DISINHERIT

IN TERROREM

HEIR APPARENT

QDOT TRUST

POWER OF APPOINTMENT

KINDRED

HEIR AT LAW

CERTIFICATION OF TRUST

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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