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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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Geoffrey O Hayton

Wills & Probate, Trusts, Workers' Compensation

Status: In Good Standing Licensed: 39 Years

CONTACT

15520 Bear Valley Rd, Victorville, CA 92395

Rose Cortina Rosado

Litigation, Lawsuit & Dispute, Wills, Trusts, Estate

Status: In Good Standing

CONTACT

12277 Apple Valley Rd, Apple Valley, CA 92308

Mona Patel

Estate, Family Law, Bankruptcy & Debt, Personal Injury

Status: In Good Standing Licensed: 15 Years

CONTACT

15423 Anacapa Rd, Victorville, CA 92392

Su Pheng Cheah

Wills, Trusts, Estate, Business

Status: In Good Standing

CONTACT

15431 Anacapa Rd, Victorville, CA 92392

Mary Madison Campbell

Mediation, Living Wills, Trusts, Family Law

Status: In Good Standing Licensed: 33 Years

CONTACT

14298 St. Andrews Drive, Victorville, CA 92395

Lissette C Blandino

Trusts, Estate, Collection, Bankruptcy, Bankruptcy & Debt

Status: In Good Standing Licensed: 14 Years

CONTACT

17096 Sequoia Ave, Hesperia, CA 92345

Alison Michele Greiner

Estate, Family Law, Bankruptcy

Status: In Good Standing Licensed: 21 Years

CONTACT

17189 Yuma St, Victorville, CA 92395

Victoria P. Martin

Estate, Real Estate

Status: In Good Standing Licensed: 13 Years

CONTACT

16191 Kamana Road, Apple Valley, CA 92307

Dale C Huffaker

Trusts

Status: In Good Standing Licensed: 59 Years

CONTACT

15475 Seneca Rd, Victorville, CA 92392

Joelle Lee Ann Nicol

Trusts, Divorce & Family Law, Criminal

Status: In Good Standing

CONTACT

16191 Kamana Rd, Apple Valley, CA 92307

800-923-0641

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LEGAL TERMS

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

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.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

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.

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.

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.

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.

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

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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Hesperia Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Geoffrey O Hayton

Rose Cortina Rosado

Mona Patel

Su Pheng Cheah

Mary Madison Campbell

Lissette C Blandino

Alison Michele Greiner

Victoria P. Martin

Dale C Huffaker

Joelle Lee Ann Nicol

TIPS

LEGAL TERMS

PER STIRPES

DEATH TAXES

QTIP TRUST

PREDECEASED SPOUSE

ABATEMENT

PERSONAL PROPERTY

EXEMPTION TRUST

SPECIFIC BEQUEST

CERTIFIED COPY

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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