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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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Richard Samuel Price

Estate, Trusts, Wills & Probate

Status: In Good Standing

CONTACT

300 E State St, Redlands, CA 92373

Josephine A Rich

Power of Attorney, Wills & Probate, Estate, Elder Law

Status: In Good Standing Licensed: 20 Years

FREE CONSULTATION

CONTACT

1200 Nevada Street, Redlands, CA 92374

Janet Lee Latourette

Real Estate, Trusts, Estate

Status: In Good Standing Licensed: 18 Years

CONTACT

3654 E Highland Ave, Highland, CA 92346

Esther Chen Wang

Medicare & Medicaid, Trusts, Estate, Pension & Benefits, Elder Law

Status: In Good Standing

CONTACT

104 E Olive Ave, Redlands, CA 92373

Matthew Murillo

Estate Planning, DUI-DWI, Criminal, Business & Trade

Status: In Good Standing

CONTACT

1255 W Colton Ave, Redlands, CA 92374

Robert Wareing Cannon

Trusts, Estate Planning

Status: In Good Standing

CONTACT

1806 Orange Tree Ln, Redlands, CA 92375

John Kevin Mirau

Tax, Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing

CONTACT

1806 Orange Tree Ln, Redlands, CA 92375

Christopher Aaron Shumate

Other, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

1801 Orange Tree Ln, Redlands, CA 92374

Kathleen Berns Albrektson

Estate Planning, Bankruptcy, Elder Law, Administrative Law, Trusts

Status: In Good Standing Licensed: 35 Years

CONTACT

1801 Orange Tree Ln, Redlands, CA 92374

Mark J. Andrew Flory

Litigation, Wills, Trusts, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

300 E State St, Redlands, CA 92373

800-923-0641

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LEGAL TERMS

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).

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

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.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

SURROGATE COURT

See probate court.

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.

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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Highland Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Richard Samuel Price

Josephine A Rich

Janet Lee Latourette

Esther Chen Wang

Matthew Murillo

Robert Wareing Cannon

John Kevin Mirau

Christopher Aaron Shumate

Kathleen Berns Albrektson

Mark J. Andrew Flory

TIPS

LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

PETITION

CERTIFIED COPY

BENEFICIARY

PROPERTY CONTROL TRUST

QDOT TRUST

BEQUEATH

SURROGATE COURT

DEATH TAXES

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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