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.

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800-658-5040

12400 Wilshire Blvd, Los Angeles, CA 90025

Michael Marshall

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

Status: In Good Standing

FREE CONSULTATION

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10202 Washington Blvd, Culver City, CA 90232

Colin A. Northcutt

Wills, Trusts, Estate Planning

Status: In Good Standing

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11766 Wilshire Boulevard, 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

Arthur Joseph Swerdloff

Estate Planning, Trusts

Status: In Good Standing

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4640 Admiralty Way, Marina Del Rey, CA 90292

Michael Dufour

Litigation, Trusts, Credit & Debt, Personal Injury

Status: In Good Standing

CONTACT

4640 Admiralty Way, Venice, CA 90292

Rochelle Joy Breedon

Estate, Employment, Business, Accident & Injury

Status: In Good Standing Licensed: 10 Years

CONTACT

4640 Admiralty Way, Venice, CA 90292

Robert J. Hoffman

International, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

4640 Admiralty Way, Marina Del Rey, CA 90292

800-923-0641

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LEGAL TERMS

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

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

Michael Marshall

Colin A. Northcutt

David E. Simon

Scott P. Schomer

Arthur Joseph Swerdloff

Michael Dufour

Rochelle Joy Breedon

Robert J. Hoffman

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LEGAL TERMS

TRUSTEE

PETITION

INCOMPETENCE

SPECIAL ADMINISTRATOR

INVENTORY

TRUST CORPUS

CHARITABLE TRUST

PROPERTY CONTROL TRUST

HEIR APPARENT

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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