Desert Hot Springs 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

Thomas C Webb

Family Law, Estate Planning, Real Estate, Bankruptcy

Status: In Good Standing

CONTACT

44-901 Village Court, Palm Desert, CA 92260

Joe LaMantia

Family Law, Wills & Probate, Corporate, Estate Planning

Status: In Good Standing

CONTACT

44-901 Village Court, Palm Desert, CA 92260

Elaine Estelle Hill

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

560 Paseo Dorotea, Palm Springs, CA 92264

Laura Julia O'Kane

Real Estate, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

777 E. Tahquitz Cyn Way, Palm Springs, CA 92262

Annette Louise Isaac

Estate Planning, Family Law, Business & Trade, Commercial Bankruptcy

Status: In Good Standing Licensed: 24 Years

CONTACT

777 E Tahquitz Canyon Way, Palm Springs, CA 92262

Kathie Browne

Wills & Probate, Trusts, Estate Planning, Business & Trade

Status: Retired Licensed: 39 Years

CONTACT

250 Via Padua, Rancho Mirage, CA 92270

Barbara Gene Knox

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

Status: In Good Standing

CONTACT

1130 N. Valdivia Way, Palm Springs, CA 92262

Michael Steven Kahn

Intellectual Property, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 52 Years

CONTACT

Palm Springs, CA 92263

Bernard Aaron Sherwyn

Mediation, Wills & Probate, Business, Estate Planning

Status: In Good Standing

CONTACT

1775 E. Palm Canyon Dr., Palm Springs, CA 92264

Howard L. Sanger

Estate Planning, Corporate, Partnerships, Business Organization

Status: In Good Standing Licensed: 56 Years

CONTACT

36953 Cook St, Indian Wells, CA 92211

800-923-0641

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LEGAL TERMS

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

CREDIT SHELTER TRUST

See AB trust.

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.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

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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Desert Hot Springs Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Thomas C Webb

Joe LaMantia

Elaine Estelle Hill

Laura Julia O'Kane

Annette Louise Isaac

Kathie Browne

Barbara Gene Knox

Michael Steven Kahn

Bernard Aaron Sherwyn

Howard L. Sanger

TIPS

LEGAL TERMS

LETTERS TESTAMENTARY

SPENDTHRIFT TRUST

INVESTOR

CREDIT SHELTER TRUST

PER STIRPES

WILL

POUR-OVER WILL

TRUST DEED

SECONDARY MEANING

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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