Landers Trusts 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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Ignazio Ficara

Trusts, Estate

Status: In Good Standing Licensed: 41 Years

CONTACT

7255 Joshua Ln, Yucca Valley, CA 92284

Rodney Gene Shaddy

Trusts, Estate Planning

Status: In Good Standing Licensed: 13 Years

CONTACT

7426 Camarilla Ave, Yucca Valley, CA 92284

Theresa Marie Reagan

Health Care Other, Trusts, Family Law, Divorce & Family Law, Civil & Human Rights

Status: In Good Standing Licensed: 37 Years

CONTACT

372 Jeffries Rd, Big Bear Lake, CA 92315

Steven Ray Millikin

Trusts, Estate

Status: In Good Standing Licensed: 30 Years

CONTACT

16641 Tenaja Rd, Apple Valley, CA 92307

Debra S Popineau

Real Estate, Wills & Probate, Trusts, Corporate

Status: In Good Standing Licensed: 46 Years

CONTACT

19031 Us Highway 18, Apple Valley, CA 92307

Sherri Louise Kastilahn

Wills & Probate, Trusts, Estate

Status: In Good Standing Licensed: 29 Years

CONTACT

18956 Covina St, Hesperia, CA 92345

Craig Warren Brown

Trusts, Estate

Status: Inactive Licensed: 56 Years

CONTACT

Blue Jay, CA 92317

Dewey Hershel Wilson

Trusts, Estate Planning, Elder Law

Status: Inactive Licensed: 43 Years

CONTACT

149 N San Gorgonio Ave, Banning, CA 92220

Walter Thomas Moore

Trusts, Estate Planning

Status: In Good Standing Licensed: 35 Years

CONTACT

7820 Boulder Ave, Highland, CA 92346

Richard Samuel Price

Estate, Trusts, Wills & Probate

Status: In Good Standing

CONTACT

300 E State St, Redlands, CA 92373

800-923-0641

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LEGAL TERMS

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Landers Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Ignazio Ficara

Rodney Gene Shaddy

Theresa Marie Reagan

Steven Ray Millikin

Debra S Popineau

Sherri Louise Kastilahn

Craig Warren Brown

Dewey Hershel Wilson

Walter Thomas Moore

Richard Samuel Price

TIPS

LEGAL TERMS

ESTATE PLANNING

PROBATE

RESIDUARY BENEFICIARY

SPRINKLING TRUST

ABSTRACT OF TRUST

TAKING AGAINST THE WILL

GROSS ESTATE

HEIR AT LAW

ENTITY

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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