Foothill Ranch 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

Richard T. Hsueh

Employment, Estate Planning, Family Law, Litigation

Status: In Good Standing

CONTACT

16148 Sand Canyon Avenue, Irvine, CA 92618

Eugene Kim

Tax, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

26000 Towne Centre Dr, Foothill Ranch, CA 92610

John Francis Nolan

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 47 Years

CONTACT

26000 Towne Centre Dr, Foothill Ranch, CA 92610

Jonathan David Alexander

Trusts, Estate Planning, Employment, Business

Status: In Good Standing Licensed: 21 Years

CONTACT

26632 Towne Center Dr, Foothill Ranch, CA 92610

Jonathan David Alexander

Wills, Trusts, Estate Planning

Status: Suspended Licensed: 21 Years

CONTACT

26632 Towne Center Dr, Foothill Ranch, CA 92610

John Robert Armstrong

Estate Planning, Workers' Compensation, Construction, Dispute Resolution, Contract

Status: In Good Standing Licensed: 9 Years

CONTACT

26475 Rancho Parkway South, El Toro, CA 92630

John Robert Armstrong

Estate Planning, Workers' Compensation, Construction, Dispute Resolution, Contract

Status: In Good Standing

CONTACT

14 Orchard, Lake Forest, CA 92630

Anthony Joseph Mccarthy

Tax, Real Estate, Gift Taxation, Business

Status: In Good Standing Licensed: 47 Years

CONTACT

1128 Portola Oaks Dr, Foothill Ranch, CA 92610

E. Paul Tonkovich

Estate Planning, Trusts, Wills & Probate, Business

Status: In Good Standing

FREE CONSULTATION

CONTACT

7545 Irvine Center Drive, Irvine, CA 92618

James D. Daily

Estate Planning, Elder Law, Administrative Law, Personal Injury, International

Status: In Good Standing

CONTACT

3 Park Plaza, Irvine, CA 92618

800-923-0641

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LEGAL TERMS

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

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.

TITLE COMPANY

A company that issues title insurance.

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.

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.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

IRREVOCABLE TRUST

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

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.

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.

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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Foothill Ranch Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Richard T. Hsueh

Eugene Kim

John Francis Nolan

Jonathan David Alexander

Jonathan David Alexander

John Robert Armstrong

John Robert Armstrong

Anthony Joseph Mccarthy

E. Paul Tonkovich

James D. Daily

TIPS

LEGAL TERMS

DEATH TAXES

TRUST DEED

TITLE COMPANY

ABATEMENT

SWEARING MATCH

DISTRIBUTEE

IRREVOCABLE TRUST

IN TERROREM

PERSONAL PROPERTY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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