El Toro 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
3. Practice AreasExpertise
  Estate Law
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Harry B. Gill

✓ VERIFIED

Estate, Trusts, Tax, Business, Real Estate

JD (2013); LL.M Tax (2014)

Harry counsels predominately high net-worth families and closely-held businesses in a broad range of matters, including areas of taxation (state, nati... (more)

FREE CONSULTATION

CONTACT

949-867-2100

65 Enterprise, Aliso Viejo, CA 92656

Scott Feig

✓ VERIFIED

Estate, Power of Attorney, Divorce & Family Law, Contract, Family Law

We understand the steps it takes for a person to reach out for legal guidance.

Scott Feig is a member of the California State Bar, California State Bar Estates Section, Orange County Bar Association Estates Section, and the Calif... (more)

FREE CONSULTATION

CONTACT

800-906-3031

930 Roosevelt, Irvine, CA 92620

Michael Ignatius Goode

✓ VERIFIED

Business, Wills & Probate, Trusts, Estate Administration, Employment

Michael Goode is a practicing lawyer in the state of California. Mr. Goode received his J.D. from the Pepperdine University School of Law.

FREE CONSULTATION

CONTACT

800-737-9721

15615 Alton Pkwy, Irvine, CA 92618

Daniel J. Cooper

✓ VERIFIED

Estate, Wills & Probate

Daniel J. Cooper is a California attorney and has been the sole shareholder of Daniel J. Cooper, a professional corporation, since 1980. Mr. Cooper�... (more)

FREE CONSULTATION

CONTACT

949-859-8456

24012 Calle De La Plata, Laguna Hills, CA 92653

Michael Thomas Walsh

✓ VERIFIED

Estate, Trusts, Wills & Probate

Years Of Experience In Estate Planning

Michael T. Walsh has practiced law in the area of estate planning for over two decades. Mr. Walsh has been designated as a Certified Specialist in Est... (more)

CONTACT

800-256-1590

4425 Jamboree Rd, Newport Beach, CA 92660

David W. Klasing

Franchising, Wills & Probate, Corporate, Wills

Status: In Good Standing

CONTACT

2603 MAIN ST #1180, Irvine, CA 92614

W. Bailey Smith

Wills & Probate, Trusts, Wills

Status: In Good Standing

CONTACT

2603 Main Street, Irvine, CA 92614

Robert L Wishner

Administrative Law, Corporate, Contract, Wills & Probate

Status: In Good Standing

FREE CONSULTATION

CONTACT

18022 Cowan, Irvine, CA 92614

Vic Abajian

Banking & Finance, Wills & Probate, Tax, Corporate

Status: In Good Standing

CONTACT

Abajian Law, A Professional Corporation, One Park Plaza, Irvine, CA 92614

Amy L. Koshinski

Family Law, Wills & Probate, Real Estate, Trusts

Status: In Good Standing

CONTACT

2532 Dupont Dr., Irvine, CA 92612

800-923-0641

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LEGAL TERMS

FUNDING A TRUST

Transferring ownership of property to a trust.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

SURROGATE COURT

See probate court.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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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El Toro Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Harry B. Gill

Scott Feig

Michael Ignatius Goode

Daniel J. Cooper

Michael Thomas Walsh

David W. Klasing

W. Bailey Smith

Robert L Wishner

Vic Abajian

Amy L. Koshinski

TIPS

LEGAL TERMS

FUNDING A TRUST

FINAL BENEFICIARY

GENERATION-SKIPPING TRANSFER TAX

SPECIFIC BEQUEST

SURROGATE COURT

IRREVOCABLE TRUST

BYPASS TRUST

GENERATION-SKIPPING TRUST

GRANTOR

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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