Foothill Ranch Wills & Probate 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: Estate Administration, Living Wills, Wills

Michael Ignatius Goode

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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.

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CONTACT

800-737-9721

15615 Alton Pkwy, Irvine, CA 92618

Aurelio Gerard Cruz Angeles

General Practice

Status: In Good Standing Licensed: 7 Years

CONTACT

7545 Irvine Center Dr, Irvine, CA 92618

Brian Lindsay Chew

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

15635 Alton Pkwy, Irvine, CA 92618

Carol A. Stroup

Other, Litigation, Wills, Trusts, Elder Law

Status: In Good Standing

CONTACT

505 Technology Dr, Irvine, CA 92618

Charles K. Mills

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 34 Years

CONTACT

79 San Sebastian, Rancho Santa Margarita, CA 92688

Charles Kirkwood Mills

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 34 Years

CONTACT

79 San Sebastian, Rancho Santa Margarita, CA 92688

Charles W Lin

Wills, Trusts, Gift Taxation

Status: In Good Standing Licensed: 16 Years

CONTACT

100 Spectrum Center Drive, Irvine, CA 92618

David Allen Nelson

Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 22 Years

CONTACT

15363 Barranca Pkwy, Irvine, CA 92618

Deborah Elizabeth Martin

Commercial Real Estate, Wills, Trusts, Civil Rights

Status: In Good Standing Licensed: 31 Years

CONTACT

23331 El Toro Rd, El Toro, CA 92630

Demosthenis Alex Zeppos

International Tax, Estate, Commercial Real Estate, Business, Wills

Status: In Good Standing Licensed: 26 Years

CONTACT

300 Spectrum Center Dr, Irvine, CA 92618

800-923-0641

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LEGAL TERMS

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 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.

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.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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.

TRUSTEE POWERS

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

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.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (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 settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Foothill Ranch Wills & Probate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Michael Ignatius Goode

Aurelio Gerard Cruz Angeles

Brian Lindsay Chew

Carol A. Stroup

Charles K. Mills

Charles Kirkwood Mills

Charles W Lin

David Allen Nelson

Deborah Elizabeth Martin

Demosthenis Alex Zeppos

TIPS

LEGAL TERMS

BYPASS TRUST

GENERATION-SKIPPING TRANSFER TAX

ABATEMENT

BANKRUPTCY ESTATE

ENDOWMENT INSURANCE

SPENDTHRIFT TRUST

TRUSTEE POWERS

EXEMPTION TRUST

CERTIFIED COPY

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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