Chula Vista Estate Planning 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
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

Joseph Crane Lavelle

✓ VERIFIED

Accident & Injury, Estate Planning, Wills & Probate, Trusts

After practicing in the San Diego area for over 20 yeas, Joe founded Lavelle Law Group because he sensed a need for a small personal service law firm ... (more)

FREE CONSULTATION

CONTACT

619-655-3656

1350 Columbia St, San Diego, CA 92101

Alejandra Rodriguez

✓ VERIFIED

Estate Planning, Trusts, Wills & Probate, Wills, Estate

Located in the Banker's Hill area, near downtown San Diego, California, Rodriguez Law Offices is centrally located to service clients throughout San D... (more)

CONTACT

800-824-1790

7676 Hazard Center Dr., Ste. 500, San Diego, CA 92108

Scott Christopher Williams

Estate Planning, Workers' Compensation, Aviation, Contract, Commercial Real Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

600 B Street, San Diego, CA 92101

Robert P. Robinson

Estate Planning, Commercial Real Estate, Business, Trusts, Wills

Status: In Good Standing

FREE CONSULTATION

CONTACT

1940 5Th Avenue, San Diego, CA 92101

Matthew J. Friedrichs

Estate Planning, Commercial Real Estate, Business, Trusts, Estate

Status: In Good Standing

CONTACT

2851 Camino Del Rio South, San Diego, CA 92108

Joel S Weissler

International Tax, Trusts, Estate Planning, Elder Law, Administrative Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

2635 Camino Del Rio South, San Diego, CA 92108

Steven William Barnes

Wills, Trusts, Estate Planning

Status: Inactive Licensed: 33 Years

CONTACT

301 Margo Ct, Chula Vista, CA 91910

Jesse Sainz Blanco

Public Finance, Trusts, Gift Taxation, Banking & Finance, Business

Status: In Good Standing Licensed: 16 Years

CONTACT

265 E St, Chula Vista, CA 91910

Thomas Richard Amantea

Traffic, Trusts, Gift Taxation, Car Accident

Status: Inactive Licensed: 26 Years

CONTACT

283 Surrey Dr, Bonita, CA 91902

Reed V Langlois

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

Chula Vista, CA 91921

800-923-0641

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800-943-8690

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LEGAL TERMS

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.

BENEFICIARY

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

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

DEVISEE

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

TESTAMENTARY TRUST

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

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.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

FUNDING A TRUST

Transferring ownership of property to a trust.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Chula Vista Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Joseph Crane Lavelle

Alejandra Rodriguez

Scott Christopher Williams

Robert P. Robinson

Matthew J. Friedrichs

Joel S Weissler

Steven William Barnes

Jesse Sainz Blanco

Thomas Richard Amantea

Reed V Langlois

TIPS

LEGAL TERMS

SURVIVING SPOUSE'S TRUST

BENEFICIARY

CERTIFIED COPY

DEVISEE

TESTAMENTARY TRUST

SWEARING MATCH

HEIR APPARENT

ANCILLARY PROBATE

FUNDING A TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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