City Of Industry 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

Elizabeth Theresa Apodaca

✓ VERIFIED

Estate Planning, Intellectual Property, Business, Trusts, Estate

Liz Apodaca is owner and chief legal counsel at My Attorney L.A. where she specializes in Estate Planning, Probate and related areas of practice. A... (more)

CONTACT

562-608-3284

13601 Whittier Blvd, Whittier, CA 90605

David A. Schechet

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

California Estate Planning, Conservatorship, Guardianship, and Real Estate Lawyer

David A. Schechet is a client-first attorney with more than 35 years of legal experience. Knowledgeable in many areas of law, Attorney Schechet concen... (more)

FREE CONSULTATION

CONTACT

800-282-4731

1901 Avenue of the Stars, 2nd Floor, Los Angeles, CA 90067

John R. Ronge

✓ VERIFIED

Estate Planning, International Tax, Trusts, Estate, Wills

John R. Ronge, Attorney at Law has been providing quality, personalized legal and professional guidance to individuals, estates, trusts and businesses... (more)

FREE CONSULTATION

CONTACT

800-759-7870

10866 Wilshire Blvd., Los Angeles, CA 90024

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

Cecilia S. Wu

Real Estate, International Trade, Estate Planning, Medical Malpractice

Status: In Good Standing

CONTACT

801 S. Garfield Avenue, Alhambra, CA 91801

Christopher Bernard Johnson

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

FREE CONSULTATION

CONTACT

251 South Lake Avenue, Pasadena, CA 91101

Colin T. Greene

Visa, Estate Planning, Estate, Estate, Divorce & Family Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

680 E Colorado Blvd, Pasadena, CA 91101

Chet R. Bhavsar

Estate Planning, Family Law, Insurance, Corporate

Status: In Good Standing

FREE CONSULTATION

CONTACT

225 South Lake Avenue, Pasadena, CA 91101

Lisa Tan

Corporate, Employment, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

225 South Lake Avenue, Pasadena, CA 91101

Marc R. Isaacson

Dispute Resolution, Business Organization, Collaborative Law, Estate Planning

Status: In Good Standing

CONTACT

301 E. Colorado Boulevard, # 900, Pasadena, CA 91101

800-923-0641

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LEGAL TERMS

CURATOR

See conservator.

WARRANTY DEED

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

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.

HEIR APPARENT

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

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.

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

TESTAMENTARY TRUST

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

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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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City Of Industry Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Elizabeth Theresa Apodaca

David A. Schechet

John R. Ronge

John J. Stanton

Cecilia S. Wu

Christopher Bernard Johnson

Colin T. Greene

Chet R. Bhavsar

Lisa Tan

Marc R. Isaacson

TIPS

LEGAL TERMS

CURATOR

WARRANTY DEED

BYPASS TRUST

HEIR APPARENT

INHERIT

PETITION

DISINHERIT

TESTAMENTARY TRUST

CONSERVATOR

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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