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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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Peta-Gay Melissa Gordon

✓ VERIFIED

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

Stephen Burton

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Bankruptcy & Debt, Estate, Lawsuit & Dispute, Real Estate, Tax

Attorney Burton got his first exposure to bankruptcy law early in his career: while still in law school, he clerked with a law firm that specialized i... (more)

FREE CONSULTATION

CONTACT

818-501-5055

16133 Ventura Boulevard, Encino, CA 91436

Sal Perez

Bankruptcy & Debt, Estate

CONTACT

866-210-1722

6345 Balboa Boulevard, Encino, CA 91316

Candace J Arroyo

Bankruptcy, Estate

CONTACT

866-210-1722

6345 Balboa Blvd., Encino, CA 91316

Alexander Daniel Mehdipour

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Accident & Injury, Real Estate, Employment, Business, Estate

Alex Mehdipour attended the University of California San Diego where he received his degree in political science. After graduating from UCSD, Mr. Mehd... (more)

FREE CONSULTATION

CONTACT

800-607-9540

1800 Century Park East, Los Angeles, CA 90067

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

Shawn David Jacobson

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Accident & Injury, Real Estate, Employment, Business, Estate

Shawn D. Jacobson believes that all clients should receive the same care and attention. Shawn has litigated hundreds of cases throughout his career an... (more)

CONTACT

800-788-2170

17941 Ventura Blvd, Encino, CA 91316

John R. Ronge

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Estate Planning, International Tax, Trusts, Estate, Wills

John R. Ronge, Attorney at Law has been providing quality, personalized legal and professional guidance to individuals, estates, trusts and businesses... (more)

FREE CONSULTATION

CONTACT

800-759-7870

10866 Wilshire Blvd., Los Angeles, CA 90024

Lynette Sung In Kim

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Wills & Probate, Prenuptial Agreements, Family Law, Divorce & Family Law, Paternity

Hi, I’m Lynette Kim, mediator and collaborative attorney. Compassion for my clients is important to me, and that’s why I’ve remained a family... (more)

FREE CONSULTATION

CONTACT

213-468-0029

3435 Wilshire Blvd, Los Angeles, CA 90010

Scott Edward Rahn

✓ VERIFIED

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

800-923-0641

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800-943-8690

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LEGAL TERMS

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

FAILURE OF ISSUE

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

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited 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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North Hollywood Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Peta-Gay Melissa Gordon

Stephen Burton

Sal Perez

Candace J Arroyo

Alexander Daniel Mehdipour

David A. Schechet

Shawn David Jacobson

John R. Ronge

Lynette Sung In Kim

Scott Edward Rahn

TIPS

LEGAL TERMS

RESIDUARY ESTATE

TRUSTEE

CERTIFIED COPY

PERSONAL PROPERTY

FAILURE OF ISSUE

ACCUMULATION TRUST

ALTERNATE BENEFICIARY

IRREVOCABLE TRUST

INHERITANCE TAXES

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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