Pasadena Estate Lawyer, California

Sponsored Law Firm

x
Click For More Info:

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
1. Contact
2. Email
3. Refer
4. Blog
5. Visit:
6. Website
7. Profile

Christopher Milton

✓

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

Megan Lee

Corporate, Litigation, Wills & Probate

Status:

FREE CONSULTATION

CONTACT

225 South Lake Avenue, Pasadena, CA 91101

Lisa Tan

Corporate, Employment, Estate Planning, Family Law

Status:

FREE CONSULTATION

CONTACT

225 South Lake Avenue, Pasadena, CA 91101

Chet R. Bhavsar

Estate Planning, Family Law, Insurance, Corporate

Status:

FREE CONSULTATION

CONTACT

225 South Lake Avenue, Pasadena, CA 91101

Colin T. Greene

Visa, Estate Planning, Estate, Estate, Divorce & Family Law

Status:

FREE CONSULTATION

CONTACT

680 E Colorado Blvd, Pasadena, CA 91101

Christopher Bernard Johnson

Estate Planning, Elder Law, Trusts, Estate, Wills

Status:

FREE CONSULTATION

CONTACT

251 South Lake Avenue, Pasadena, CA 91101

Marc R. Isaacson

Dispute Resolution, Business Organization, Collaborative Law, Estate Planning

Status:

CONTACT

301 E. Colorado Boulevard, # 900, Pasadena, CA 91101

Christopher J. Currer

Estate Planning, Wills & Probate, Tax

Status:

CONTACT

301 E. Colorado Boulevard, # 900, Pasadena, CA 91101

Raymond Zakari

Eminent Domain, Estate Planning, Family Law, Contract

Status:

CONTACT

30 N. Raymond Avenue, Pasadena, CA 91103

Linda Mane Nakamura

Family Law, Immigration, Child Support, Estate Planning

Status:

FREE CONSULTATION

CONTACT

150 N. Santa Anita Avenue, Arcadia, CA 91006

800-814-6700

Free Help: Use This Form or Call 800-814-6700

Call me for fastest results!
800-814-6700

Free Help: Use This Form or Call 800-814-6700

By submitting this request, I authorize you to forward my information to multiple potential lawyers and I agree to your Terms of Use and Privacy Policy including the Consent to Receive Automated Phone Calls, Emails and Texts. Information you provide is not privileged or confidential.

LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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.'

SURROGATE COURT

See probate court.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

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 ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

Pasadena Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Christopher Milton

Megan Lee

Lisa Tan

Chet R. Bhavsar

Colin T. Greene

Christopher Bernard Johnson

Marc R. Isaacson

Christopher J. Currer

Raymond Zakari

Linda Mane Nakamura

TIPS

LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

PERSONAL PROPERTY

FAMILY ALLOWANCE

RESIDUARY BENEFICIARY

GENERATION-SKIPPING TRANSFER TAX

LIVING TRUST

SURROGATE COURT

WILL

TRUST CORPUS

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

SORT BY:

FILTER BY:

PRACTICE AREAS 30

NEARBY CITY SUGGESTIONS