El Toro 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

Stefanie Noel Brabec

Estate Planning, Family Law, Guardianships & Conservatorships, Adoption

Status: In Good Standing

CONTACT

15707 Rockfield Boulevard, Irvine, CA 92618

Richard T. Hsueh

Employment, Estate Planning, Family Law, Litigation

Status: In Good Standing

CONTACT

16148 Sand Canyon Avenue, Irvine, CA 92618

Paul P. Lin

Wills & Probate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

8 Corporate Park, Irvine, CA 92606

W. Robert Price

Wills & Probate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

8 Corporate Park, Irvine, CA 92606

Karyn S. Neue

Estate Planning, Employment, Corporate Governance, Corporate

Status: In Good Standing

CONTACT

1301 Dove Street, Newport Beach, CA 92660

Stacy Olsen

Corporate, Business Successions, Estate Planning, Trusts

Status: In Good Standing

CONTACT

1301 Dove Street, Newport Beach, CA 92660

Peter J Linden

Estate Administration, Estate Planning, Litigation, Wills & Probate

Status: In Good Standing

CONTACT

2500 Anniversary Lane, Newport Beach, CA 92660

Joseph A Walker

Real Estate, Motor Vehicle, Estate Planning, Estate

Status: In Good Standing

CONTACT

3991 MacArthur Blvd., Newport Beach, CA 92660

Mary G. Finlay

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

1301 Dove Street, Newport Beach, CA 92660

Ernie Marvin Ellsworth

Lawsuit & Dispute, Trusts, Estate Planning

Status: In Good Standing Licensed: 48 Years

CONTACT

24422 Ave De La Carlota, Laguna Hills, CA 92653

800-923-0641

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LEGAL TERMS

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.

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.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

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.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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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El Toro Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Stefanie Noel Brabec

Richard T. Hsueh

Paul P. Lin

W. Robert Price

Karyn S. Neue

Stacy Olsen

Peter J Linden

Joseph A Walker

Mary G. Finlay

Ernie Marvin Ellsworth

TIPS

LEGAL TERMS

SWEARING MATCH

PROBATE

AUGMENTED ESTATE

EXEMPTION TRUST

SUCCESSOR TRUSTEE

CHARITABLE TRUST

GRANTOR RETAINED INCOME TRUST

LAPSE

POWER OF APPOINTMENT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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