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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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Julia E Burt

Wills, Trusts, Estate Planning, Business

Status: In Good Standing

CONTACT

73200 El Paseo, Indian Wells, CA 92260

Heidi Richert Clerc

Wills, Trusts, Estate Planning, Guardianships & Conservatorships, Banking & Finance

Status: In Good Standing

CONTACT

73200 El Paseo, Indian Wells, CA 92260

Stephen Anthony Sindoni

Trusts

Status: In Good Standing Licensed: 46 Years

CONTACT

71650 Sahara Rd, Rancho Mirage, CA 92270

Tecla Morasca Lunak

Estate Planning, Administrative Law, Family Law, Trusts, Wills

Status: In Good Standing Licensed: 18 Years

CONTACT

73081 Fred Waring Dr, Indian Wells, CA 92260

Aaron Frank Garcia

Real Estate, Litigation, Trusts, Consumer Protection

Status: In Good Standing Licensed: 23 Years

CONTACT

71780 San Jacinto Dr, Rancho Mirage, CA 92270

David Vreeland Humphrey

Lawsuit & Dispute, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

41610 Indian Trl, Rancho Mirage, CA 92270

Stephanie Lynn Weisman

Lawsuit & Dispute, Trusts, Estate, Business

Status: In Good Standing Licensed: 14 Years

CONTACT

41604 Indian Trl, Rancho Mirage, CA 92270

Karin Signe Hesseltine

Estate, Estate Planning, Wills & Probate, Trusts

Status: In Good Standing Licensed: 28 Years

CONTACT

74-040 Highway 111, Palm Desert, CA 92260

Douglas Martin

Estate Planning, Commercial Real Estate, Business, Trusts, Wills

Status: In Good Standing

CONTACT

75-270 Highway 111, Indian Wells, CA 92210

Helene Patrice

Wills, Trusts, Employee Rights, Credit & Debt

Status: In Good Standing Licensed: 32 Years

CONTACT

45025 Manitou Dr, Indian Wells, CA 92210

800-923-0641

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LEGAL TERMS

CREDIT SHELTER TRUST

See AB trust.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

BENEFICIARY

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

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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Mountain Center Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Julia E Burt

Heidi Richert Clerc

Stephen Anthony Sindoni

Tecla Morasca Lunak

Aaron Frank Garcia

David Vreeland Humphrey

Stephanie Lynn Weisman

Karin Signe Hesseltine

Douglas Martin

Helene Patrice

TIPS

LEGAL TERMS

CREDIT SHELTER TRUST

LIFE BENEFICIARY

PER CAPITA

SECONDARY MEANING

SUMMARY PROBATE

CONSERVATOR

HEIR AT LAW

AB TRUST

BENEFICIARY

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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