Midway City 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

Rick D. Williams

Estate Planning, Family Law, Corporate, Business Organization

Status: In Good Standing

CONTACT

12437 Lewis Street, Garden Grove, CA 92840

Stuart A. McKenzie

Estate Planning, Trusts, Wills & Probate, Trusts

Status: In Good Standing

CONTACT

9042 Garfield Ave, Huntington Beach, CA 92646

Cynthia Ridings Beek

Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 10 Years

CONTACT

600 Anton Blvd, Costa Mesa, CA 92626

Mark Allen Ziebold

Estate Planning, International Tax, Contract, Personal Injury, Mass Torts

Status: In Good Standing

CONTACT

650 Town Center Drive, Costa Mesa, CA 92626

Jason Paul Janda

Commercial Real Estate, Real Estate, International, Gift Taxation

Status: In Good Standing Licensed: 16 Years

CONTACT

2973 Harbor Blvd, Costa Mesa, CA 92626

Gregory J. Frenkiel

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 10 Years

CONTACT

600 Anton Blvd, Costa Mesa, CA 92626

Michael Lewis Simon

Trusts, Estate Planning, Bankruptcy, Bankruptcy & Debt

Status: In Good Standing Licensed: 10 Years

CONTACT

3200 Park Center Dr, Costa Mesa, CA 92626

George Louis Bozzo

General Practice

Status: Inactive Licensed: 55 Years

CONTACT

650 Town Center Dr, Costa Mesa, CA 92626

John Geoffrey Crisp

Tax, Litigation, Gift Taxation, Business & Trade

Status: In Good Standing Licensed: 13 Years

CONTACT

650 Town Center Drive, Costa Mesa, CA 92626

Thomas Richard Lamons

Lawsuit & Dispute, International, Gift Taxation, Business

Status: In Good Standing Licensed: 41 Years

CONTACT

600 Anton Blvd, Costa Mesa, CA 92626

800-923-0641

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LEGAL TERMS

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.'

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.

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

BENEFICIARY

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

CREDIT SHELTER TRUST

See AB trust.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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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Midway City Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Rick D. Williams

Stuart A. McKenzie

Cynthia Ridings Beek

Mark Allen Ziebold

Jason Paul Janda

Gregory J. Frenkiel

Michael Lewis Simon

George Louis Bozzo

John Geoffrey Crisp

Thomas Richard Lamons

TIPS

LEGAL TERMS

BEQUEATH

GRANTOR RETAINED INCOME TRUST

PETITION

OFFICER

GENERATION-SKIPPING TRUST

INHERITANCE TAXES

BENEFICIARY

CREDIT SHELTER TRUST

KINDRED

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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