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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
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  Estate Law
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John Joseph Stanton

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Estate, Divorce & Family Law, Trusts, Estate Planning, Wills & Probate

Hiring a lawyer can be intimidating. Stepping into a lawyer's office can be even more stressful. At our firm, however, we strive to take the stress ou... (more)

CONTACT

800-856-9850

2651 E Chapman Ave, Fullerton, CA 92831

Jerry D. Mackey

Estate Planning, Corporate, Non-profit, Business Organization

Status: In Good Standing

CONTACT

(By Appointment Only), North Orange County Office, 2260 North State College Boulevard, Fullerton, CA 92831

Marty Burbank

Estate, Medicare & Medicaid, Business Organization, Corporate

Status: In Good Standing

CONTACT

619 N. Harbor Blvd., Fullerton, CA 92832

Benjamin H. Berkley

Social Security -- Disability, Estate, Bankruptcy, Accident & Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

1440 N. Harbor Boulevard, Fullerton, CA 92835

Michael Raymond Gardner

Tax, Wills & Probate, Trusts, Bankruptcy

Status: In Good Standing Licensed: 41 Years

CONTACT

810 E Commonwealth Ave, Fullerton, CA 92831

Paul Miller

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts

Status: In Good Standing

CONTACT

1235 N Harbor Blvd, Fullerton, CA 92832

Margaret A M Heine

Real Estate, Estate, Corporate, Wills & Probate

Status: In Good Standing

CONTACT

2209 E Chapman Ave, Fullerton, CA 92831

Linda Kay Ross

Mass Torts, Trusts, Estate, Personal Injury

Status: In Good Standing Licensed: 36 Years

CONTACT

1370 Brea Blvd, Fullerton, CA 92835

Brian Neil Burg

Wills & Probate, Trusts

Status: In Good Standing Licensed: 40 Years

CONTACT

1400 N Harbor Blvd, Fullerton, CA 92835

William Martin Burbank

Aviation, Trusts, Business, Credit & Debt

Status: In Good Standing Licensed: 21 Years

CONTACT

619 N. Harbor Blvd., Fullerton, CA 92832

800-923-0641

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LEGAL TERMS

FAMILY POT TRUST

See pot trust.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

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.

TRUSTEE POWERS

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

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.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

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

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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Fullerton Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

John Joseph Stanton

Jerry D. Mackey

Marty Burbank

Benjamin H. Berkley

Michael Raymond Gardner

Paul Miller

Margaret A M Heine

Linda Kay Ross

Brian Neil Burg

William Martin Burbank

TIPS

LEGAL TERMS

FAMILY POT TRUST

INHERIT

DEATH TAXES

TRUSTEE POWERS

TRUST DEED

ANCILLARY PROBATE

INTESTATE

PUBLIC ADMINISTRATOR

SECONDARY MEANING

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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