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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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Bryan Evan Sklar

Trusts, Estate Planning, Business, Personal Injury

Status: In Good Standing

CONTACT

74333 Highway 111, Indian Wells, CA 92260

Elizabeth L Martyn

Estate, Criminal, Civil & Human Rights, Accident & Injury

Status: In Good Standing Licensed: 43 Years

CONTACT

13 Via Palmira Street, Indian Wells, CA 92260

Eileen Marie Walsh

Real Estate, Deportation, Estate, Divorce

Status: In Good Standing Licensed: 39 Years

CONTACT

74710 Highway 111, Indian Wells, CA 92260

G Henry Welles

Estate Planning, Contract, Elder Law, Intellectual Property, International

Status: In Good Standing Licensed: 33 Years

CONTACT

74-760 Hwy 111, Indian Wells, CA 92210

Brian Monroe Lewis

Juvenile Law, Estate Planning, International Tax, Federal Appellate Practice, DUI-DWI

Status: In Good Standing Licensed: 38 Years

CONTACT

74785 Us Highway 111, Indian Wells, CA 92210

Jill Andrea Tremblay

Public Law, Trusts, Estate

Status: In Good Standing Licensed: 16 Years

CONTACT

74760 Us Highway 111, Indian Wells, CA 92210

Debbie Suzanne Harrissherman

Trusts, Estate, Criminal

Status: In Good Standing Licensed: 30 Years

CONTACT

74923 Us Highway 111, Indian Wells, CA 92210

Jenny Lynn Doling

Immigration, Gift Taxation, Credit & Debt, Bankruptcy

Status: In Good Standing Licensed: 24 Years

CONTACT

36-915 Cook St, Indian Wells, CA 92211

Joseph Ashley Gibbs

Real Estate, Litigation, Estate, Criminal

Status: In Good Standing

CONTACT

74-900 Hwy 111, Indian Wells, CA 92210

Peter M Bochnewich

Mass Torts, Wills, Trusts

Status: In Good Standing Licensed: 32 Years

CONTACT

74-830 Highway 111,, Indian Wells, CA 92210

800-923-0641

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LEGAL TERMS

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

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.

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.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

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.'

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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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La Quinta Estate Lawyer, California, page 4

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Bryan Evan Sklar

Elizabeth L Martyn

Eileen Marie Walsh

G Henry Welles

Brian Monroe Lewis

Jill Andrea Tremblay

Debbie Suzanne Harrissherman

Jenny Lynn Doling

Joseph Ashley Gibbs

Peter M Bochnewich

TIPS

LEGAL TERMS

ENDOWMENT INSURANCE

RULE AGAINST PERPETUITIES

SUCCESSION

AUGMENTED ESTATE

POUR-OVER WILL

LIFE BENEFICIARY

PRETERMITTED HEIR

PROVING A WILL

FINAL BENEFICIARY

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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