Marina Del Rey Estate 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
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Richard D. Freiman

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Accident & Injury, Employment, Estate, Divorce & Family Law

Richard Freiman is a practicing attorney in the state of California. He received his J.D. from Brooklyn Law School and his LL.M in Taxation from New Y... (more)

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CONTACT

800-794-1361

100 Wilshire Blvd, Santa Monica, CA 90401

Solis Cooperson

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Wills & Probate, Estate, Trusts, Tax

We specialize in: Probate, Wills and Estate Planning, Estate Litigation and special issues regarding Testamentary Competence and Elder Abuse.

FREE CONSULTATION

CONTACT

800-658-5040

12400 Wilshire Blvd, Los Angeles, CA 90025

David E. Simon

Commercial Real Estate, Real Estate, Wills & Probate, Personal Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

841 Apollo Sreet, El Segundo, CA 90245

Scott P. Schomer

Estate, Estate Planning, Wills & Probate

Status: In Good Standing

CONTACT

222 North Sepulveda Blvd., El Segundo, CA 90245

Michael Marshall

Estate Planning, Employment, Family Law, Business Organization, Administrative Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

10202 Washington Blvd, Culver City, CA 90232

Joseph Charles Girard

Elder Law, Estate Planning, Trusts, Litigation

Status: In Good Standing Licensed: 53 Years

FREE CONSULTATION

CONTACT

4560 Admiralty Way, Marina Del Rey, CA 90292

Maria N. Jonsson

Other, Wills, Trusts

Status: In Good Standing Licensed: 12 Years

CONTACT

475 Washington Blvd, Venice, CA 90292

Peter Vittas

Lawsuit & Dispute, Trusts, Estate

Status: In Good Standing Licensed: 14 Years

CONTACT

12879 Runway Rd, Los Angeles, CA 90094

Charles Stanton Tigerman

Intellectual Property, Trusts, Estate Planning, Business

Status: In Good Standing

CONTACT

322 Culver Blvd, Venice, CA 90293

Michael Henry Fate

Estate Planning, Contract, Commercial Real Estate, Trusts, Wills

Status: In Good Standing Licensed: 51 Years

CONTACT

11100 Washington Blvd, Culver City, CA 90232

800-923-0641

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LEGAL TERMS

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.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

CREDIT SHELTER TRUST

See AB trust.

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).

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

PREDECEASED SPOUSE

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

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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Marina Del Rey Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Richard D. Freiman

Solis Cooperson

David E. Simon

Scott P. Schomer

Michael Marshall

Joseph Charles Girard

Maria N. Jonsson

Peter Vittas

Charles Stanton Tigerman

Michael Henry Fate

TIPS

LEGAL TERMS

QDOT TRUST

IN TERROREM

CREDIT SHELTER TRUST

GRANTOR RETAINED INCOME TRUST

OFFICER

GRANT DEED

FINAL BENEFICIARY

FAMILY ALLOWANCE

PREDECEASED SPOUSE

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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