Los Angeles Wills & Probate Lawyer, California

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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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Includes: Estate Administration, Living Wills, Wills

David A. Schechet

Estate, Estate Planning, Wills & Probate, Trusts, Guardianships & Conservatorships

California Estate Planning, Conservatorship, Guardianship, and Real Estate Lawyer

David A. Schechet is a client-first attorney with more than 35 years of legal experience. Knowledgeable in many areas of law, Attorney Schechet concen... (more)

FREE CONSULTATION

CONTACT

800-282-4731

1901 Avenue of the Stars, 2nd Floor, Los Angeles, CA 90067

Scott Edward Rahn

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Wills & Probate, Trusts, Lawsuit & Dispute, Estate Administration, Real Estate

California attorney Scott Rahn resolves contests, disputes and litigation related to trusts, estates and conservatorships, creating a welcome peace ... (more)

FREE CONSULTATION

CONTACT

800-754-9631

901 Bringham Ave, Los Angeles, CA 90049

Solis Cooperson

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Wills & Probate, Estate, Trusts, Tax

We specialize in: Probate, Wills and Estate Planning, Estate Litigation and special issues regarding Testamentary Competence and Elder Abuse.

FREE CONSULTATION

CONTACT

800-658-5040

12400 Wilshire Blvd, Los Angeles, CA 90025

Christopher Milton

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Wills & Probate, Trusts

I grew up in Napa, California and retain strong family ties there. I raised my family in Southern California and as a result I am now a Southern Calif... (more)

FREE CONSULTATION

CONTACT

818-305-7590

2626 Foothill Blvd, La Crescenta, CA 91214

Peta-Gay Melissa Gordon

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Estate, Wills & Probate

Ms. Gordon received her Juris Doctor from the University of Southern California Gould School of Law, where she was the Development Editor for the Sout... (more)

CONTACT

800-968-0850

16133 Ventura Blvd PH, Encino, CA 91436

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

Alice A. Salvo

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Estate, Elder Law, Wills & Probate, Power of Attorney

Alice A. Salvo has over 20 years of experience in Probate, Estate Planning, Special Needs Trusts and Elder Law for Medi-Cal planning and long term car... (more)

FREE CONSULTATION

CONTACT

800-852-0231

20350 Ventura Boulevard, Woodland Hills, CA 91364

Lawrence Harvey Nemirow

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Wills, Trusts, Estate

Lawrence Harvey Nemirow is a practicing lawyer in California handling Estate and Business matters.

FREE CONSULTATION

CONTACT

562-799-1379

5242 Katella Ave, Los Alamitos, CA 90720

John J. Stanton

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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

Arthur James Lettenmaier

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Estate, Wills & Probate, Real Estate, Trusts, Estate Planning

Proudly taking Estate; Wills & Probate; Real Estate; Trusts; and Estate Planning cases out of Agoura Hills, California.

CONTACT

805-807-5471

P.O. Box 1679, Agoura Hills, CA 91376

800-814-6700

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LEGAL TERMS

CERTIFICATION OF TRUST

See abstract of trust.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

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.'

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

CURATOR

See conservator.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (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 settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Los Angeles Wills & Probate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

David A. Schechet

Scott Edward Rahn

Solis Cooperson

Christopher Milton

Peta-Gay Melissa Gordon

Sibylle Grebe

Alice A. Salvo

Lawrence Harvey Nemirow

John J. Stanton

Arthur James Lettenmaier

TIPS

LEGAL TERMS

CERTIFICATION OF TRUST

QTIP TRUST

STATUTORY SHARE

PETITION

LIVING TRUST

EXEMPTION TRUST

TRUST MERGER

CURATOR

INHERIT

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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