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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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Wally Dean Lighthouse

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 33 Years

CONTACT

348 E Sunset Dr N, Redlands, CA 92373

Barbara Gene Knox

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

Status: In Good Standing

CONTACT

1130 N. Valdivia Way, Palm Springs, CA 92262

Richard Samuel Price

Estate, Trusts, Wills & Probate

Status: In Good Standing

CONTACT

300 E State St, Redlands, CA 92373

Douglas E Schmidt

Trusts, Estate, Workers' Compensation, Wrongful Death

Status: In Good Standing Licensed: 61 Years

CONTACT

67618 Cielo Ct, Cathedral City, CA 92234

Florian Gillar Boyd

Estate Planning

Status: In Good Standing Licensed: 71 Years

CONTACT

225 South Civic Dr., Palm Springs, CA 92262

Esther Chen Wang

Medicare & Medicaid, Trusts, Estate, Pension & Benefits, Elder Law

Status: In Good Standing

CONTACT

104 E Olive Ave, Redlands, CA 92373

Jack Brian Osborn

Wills, Trusts

Status: In Good Standing Licensed: 20 Years

CONTACT

300 E State St, Redlands, CA 92373

J. David Horspool

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

Status: In Good Standing Licensed: 43 Years

CONTACT

300 E State St, Redlands, CA 92373

Trevor Douglas Martin

Wills, Trusts, Estate Planning, Car Accident

Status: In Good Standing Licensed: 13 Years

CONTACT

300 E State St, Redlands, CA 92373

Mark J. Andrew Flory

Litigation, Wills, Trusts, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

300 E State St, Redlands, CA 92373

800-923-0641

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LEGAL TERMS

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

TESTAMENTARY TRUST

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

FAMILY POT TRUST

See pot trust.

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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Banning Estate Lawyer, California, page 5

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Wally Dean Lighthouse

Barbara Gene Knox

Richard Samuel Price

Douglas E Schmidt

Florian Gillar Boyd

Esther Chen Wang

Jack Brian Osborn

J. David Horspool

Trevor Douglas Martin

Mark J. Andrew Flory

TIPS

LEGAL TERMS

HOLOGRAPHIC WILL

SPRINKLING TRUST

GRANTOR

INHERIT

BANKRUPTCY ESTATE

PER CAPITA

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

TESTAMENTARY TRUST

FAMILY POT TRUST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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