Buena Park 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
  Your Success is our Business
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John J. Stanton

✓ VERIFIED

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

Lawrence Harvey Nemirow

✓ VERIFIED

Wills, Trusts, Estate, Corporate, Contract

Lawrence Harvey Nemirow is a practicing lawyer in California handling Estate and Business matters.

CONTACT

562-799-1379

5242 Katella Ave, Los Alamitos, CA 90720

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

W Steven Chou

Trusts, Estate, Labor Law, Business

Status: In Good Standing Licensed: 25 Years

CONTACT

6 Centerpointe Dr, La Palma, CA 90623

Richard Peter Huettl

Estate Planning, International Tax, Bankruptcy, Contract, Elder Law

Status: In Good Standing Licensed: 20 Years

CONTACT

10810 Walker St, Cypress, CA 90630

John Davies

Estate, Car Accident, Animal Bite, Accident & Injury

Status: In Good Standing Licensed: 35 Years

FREE CONSULTATION

CONTACT

12631 East Imperial Highway, Santa Fe Springs, CA 90670

Michael Raymond Gardner

Tax, Wills & Probate, Trusts, Bankruptcy

Status: In Good Standing Licensed: 41 Years

CONTACT

810 E Commonwealth Ave, Fullerton, CA 92831

Cindy Strom Arellano

International, Gift Taxation, Employee Rights, Business

Status: In Good Standing Licensed: 31 Years

CONTACT

12800 Center Court Dr, Artesia, CA 90703

John Edward James

Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 48 Years

CONTACT

12800 Center Court Dr, Artesia, CA 90703

800-923-0641

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LEGAL TERMS

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

CREDIT SHELTER TRUST

See AB trust.

FUNDING A TRUST

Transferring ownership of property to a trust.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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.

HEIR APPARENT

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

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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Buena Park Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

John J. Stanton

Lawrence Harvey Nemirow

Marty Burbank

Benjamin H. Berkley

W Steven Chou

Richard Peter Huettl

John Davies

Michael Raymond Gardner

Cindy Strom Arellano

John Edward James

TIPS

LEGAL TERMS

BYPASS TRUST

PROPERTY CONTROL TRUST

CONTINGENT BENEFICIARY

CREDIT SHELTER TRUST

FUNDING A TRUST

EXECUTOR

DEVISEE

ALTERNATE BENEFICIARY

HEIR APPARENT

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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