Los Alamitos Estate Planning 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: Gift Taxation

Johan Deprez

Medicare & Medicaid, Gift Taxation, Contract, Business

Status: In Good Standing Licensed: 23 Years

CONTACT

5220 E Los Flores St, Carson, CA 90815

John Eric Trommald

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 33 Years

CONTACT

13912 Seal Beach Blvd, Seal Beach, CA 90740

Eric Scott Hartman

Estate Planning, Contract, Trusts, Estate, Wills

Status: In Good Standing Licensed: 55 Years

CONTACT

7755 Center Avenue, Huntington Beach, CA 92647

Laura Elena Claveran

Personal Injury, Estate Planning, Estate, Personal Injury

Status: In Good Standing Licensed: 42 Years

CONTACT

5150 E Pacific Coast Hwy, Carson, CA 90804

Laura Elena Claveran

Estate Planning, Elder Law, Business, Personal Injury

Status: In Good Standing

CONTACT

5150 E Pacific Coast Hwy, Carson, CA 90804

John Edward James

Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 48 Years

CONTACT

12800 Center Court Dr, Artesia, CA 90703

Cindy Strom Arellano

International, Gift Taxation, Employee Rights, Business

Status: In Good Standing Licensed: 31 Years

CONTACT

12800 Center Court Dr, Artesia, CA 90703

Tracy Jordan Roberts

Trusts, Gift Taxation, Estate Planning, Estate

Status: In Good Standing Licensed: 27 Years

CONTACT

3020 Old Ranch Pkwy, Seal Beach, CA 90740

Steven S Chung

Internet, Science, Technology & Internet, Immigration, Gift Taxation

Status: In Good Standing Licensed: 18 Years

CONTACT

13337 South St, Artesia, CA 90703

Shannon Nicole Wiezorek

Private Schools, Estate Planning, Family Law, Personal Injury

Status: In Good Standing

CONTACT

3450 E Spring St, Carson, CA 90806

800-923-0641

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LEGAL TERMS

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.

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.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

TRUSTEE POWERS

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

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

FUNDING A TRUST

Transferring ownership of property to a trust.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Los Alamitos Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Johan Deprez

John Eric Trommald

Eric Scott Hartman

Laura Elena Claveran

Laura Elena Claveran

John Edward James

Cindy Strom Arellano

Tracy Jordan Roberts

Steven S Chung

Shannon Nicole Wiezorek

TIPS

LEGAL TERMS

ABATEMENT

QDOT TRUST

CONSERVATOR

DEATH TAXES

SUCCESSION

NONPROBATE

TRUSTEE POWERS

RESIDUARY ESTATE

FUNDING A TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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