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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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  Estate Law
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Gladys F. James

Trusts

Status: In Good Standing Licensed: 10 Years

CONTACT

Crestline, CA 92325

Ileana Corina Colan

Real Estate, Estate Administration, Trusts, Estate

Status: In Good Standing Licensed: 16 Years

CONTACT

Blue Jay, CA 92317

Craig Warren Brown

Trusts, Estate

Status: Inactive Licensed: 56 Years

CONTACT

Blue Jay, CA 92317

Domenick Pepe

General Practice

Status: In Good Standing Licensed: 47 Years

CONTACT

5272 Sierra Rd, San Bernardino, CA 92407

Robert Austin Concolino

Trusts, Gift Taxation, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 51 Years

CONTACT

28150 Highway 189, Lake Arrowhead, CA 92352

Stephen John Serembe

General Practice

Status: Inactive Licensed: 45 Years

CONTACT

3272 Grande Vista Dr, San Bernardino, CA 92405

Philip Monroe Savage

International Tax, Intellectual Property, Trusts

Status: Inactive Licensed: 57 Years

CONTACT

3126 Valencia Ave, San Bernardino, CA 92404

William Ferrin Denison

General Practice

Status: Suspended Licensed: 50 Years

CONTACT

1920 Mesa Street, San Bernardino, CA 92405

Wacy Armstrong

Real Estate, Trusts, Estate, Corporate

Status: In Good Standing Licensed: 44 Years

CONTACT

824 E Highland Ave, San Bernardino, CA 92404

William David Mcclave

Trusts

Status: In Good Standing Licensed: 19 Years

CONTACT

900 E Gilbert St, San Bernardino, CA 92415

800-923-0641

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LEGAL TERMS

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living 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 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). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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.

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.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Crestline Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Gladys F. James

Ileana Corina Colan

Craig Warren Brown

Domenick Pepe

Robert Austin Concolino

Stephen John Serembe

Philip Monroe Savage

William Ferrin Denison

Wacy Armstrong

William David Mcclave

TIPS

LEGAL TERMS

TAKING AGAINST THE WILL

LAPSE

TRUSTEE POWERS

IN TERROREM

PER STIRPES

PROBATE

PERSONAL PROPERTY

SPRINKLING TRUST

ABATEMENT

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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