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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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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

Jerry D. Mackey

Estate Planning, Corporate, Non-profit, Business Organization

Status: In Good Standing

CONTACT

(By Appointment Only), North Orange County Office, 2260 North State College Boulevard, Fullerton, CA 92831

Marty Burbank

Estate, Medicare & Medicaid, Business Organization, Corporate

Status: In Good Standing

CONTACT

619 N. Harbor Blvd., Fullerton, CA 92832

Benjamin H. Berkley

Social Security -- Disability, Estate, Bankruptcy, Accident & Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

1440 N. Harbor Boulevard, Fullerton, CA 92835

Michael Raymond Gardner

Tax, Wills & Probate, Trusts, Bankruptcy

Status: In Good Standing Licensed: 41 Years

CONTACT

810 E Commonwealth Ave, Fullerton, CA 92831

Paul Miller

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts

Status: In Good Standing

CONTACT

1235 N Harbor Blvd, Fullerton, CA 92832

Margaret A M Heine

Real Estate, Estate, Corporate, Wills & Probate

Status: In Good Standing

CONTACT

2209 E Chapman Ave, Fullerton, CA 92831

Linda Kay Ross

Mass Torts, Trusts, Estate, Personal Injury

Status: In Good Standing Licensed: 36 Years

CONTACT

1370 Brea Blvd, Fullerton, CA 92835

Brian Neil Burg

Wills & Probate, Trusts

Status: In Good Standing Licensed: 40 Years

CONTACT

1400 N Harbor Blvd, Fullerton, CA 92835

William Martin Burbank

Aviation, Trusts, Business, Credit & Debt

Status: In Good Standing Licensed: 21 Years

CONTACT

619 N. Harbor Blvd., Fullerton, CA 92832

800-923-0641

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LEGAL TERMS

LIFE BENEFICIARY

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

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.

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.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

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.

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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Fullerton Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

John J. Stanton

Jerry D. Mackey

Marty Burbank

Benjamin H. Berkley

Michael Raymond Gardner

Paul Miller

Margaret A M Heine

Linda Kay Ross

Brian Neil Burg

William Martin Burbank

TIPS

LEGAL TERMS

LIFE BENEFICIARY

TRUST MERGER

DEATH TAXES

SWEARING MATCH

HEIR APPARENT

PERSONAL PROPERTY

BENEFICIARY

ESTATE PLANNING

QTIP TRUST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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