Santa Ysabel Estate 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
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Benjamin M Bartlett

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Accident & Injury, Estate, Elder Law, Personal Injury

Ben has enjoyed a diverse civil practice, litigating cases in federal and state court, involving trust disputes, financial elder abuse, business dispu... (more)

FREE CONSULTATION

CONTACT

760-621-0306

300 W Grand Ave, Escondido, CA 92025

Lena Ghianni

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Divorce & Family Law, Estate

"The law has always fascinated me. I told my parents when I was about 7 years old that I wanted to be an attorney and strived for that goal throughout... (more)

FREE CONSULTATION

CONTACT

800-875-9680

12975 Brookprinter Pl, Poway, CA 92064

Walter E. Pinkerton

Wills & Probate, Corporate, Wills, Trusts

Status:

CONTACT

16466 Bernardo Center Drive, San Diego, CA 92128

Scott Campbell Tolstad

Power of Attorney, Estate, Estate Administration, Trusts, Wills & Probate

Status: Licensed: 43 Years

CONTACT

Valley Center, CA 92082

Joseph Anthony Sciarretta

Litigation, Lawsuit & Dispute, Trusts, Estate, Civil Rights

Status: Licensed: 57 Years

CONTACT

1222 D St, Ramona, CA 92065

Jeremiah F. Reid

Trusts, Estate Planning, Estate

Status: Licensed: 47 Years

CONTACT

325 11Th St, Ramona, CA 92065

Andy B Aston

Trusts

Status: Licensed: 28 Years

CONTACT

Pauma Valley, CA 92061

Heather Marie Harshman

Other, Wills, Trusts

Status: Licensed: 25 Years

CONTACT

831 S Broadway, Escondido, CA 92025

Kelly Ghilardi Jette

Wills, Trusts, Estate

Status: Licensed: 18 Years

CONTACT

225 E 4Th Ave, Escondido, CA 92025

Don Steven Kovacic

Tax, Estate Planning, Employment, Business & Trade

Status: Licensed: 44 Years

CONTACT

16833 Quail Crossing, Ramona, CA 92065

800-814-6700

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LEGAL TERMS

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

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.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

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.

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.

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.

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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Santa Ysabel Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Benjamin M Bartlett

Lena Ghianni

Walter E. Pinkerton

Scott Campbell Tolstad

Joseph Anthony Sciarretta

Jeremiah F. Reid

Andy B Aston

Heather Marie Harshman

Kelly Ghilardi Jette

Don Steven Kovacic

TIPS

LEGAL TERMS

PROBATE COURT

DEATH TAXES

WARRANTY DEED

RULE AGAINST PERPETUITIES

TESTAMENTARY TRUST

SURVIVING SPOUSE'S TRUST

ALTERNATE BENEFICIARY

ENDOWMENT INSURANCE

PROVING A WILL

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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