Oro Grande 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

Joseph L. Borrie

Gift Taxation, Bankruptcy

Status: Inactive Licensed: 46 Years

CONTACT

Running Springs, CA 92382

Arthur C Evangelista

Immigration, Tax, Estate Planning, Family Law

Status: In Good Standing Licensed: 31 Years

CONTACT

685 W 2nd St, San Bernardino, CA 92410

Walter Thomas Moore

Trusts, Estate Planning

Status: In Good Standing Licensed: 35 Years

CONTACT

7820 Boulder Ave, Highland, CA 92346

Donnasue Smith Ortiz

Trusts, Estate Planning, Divorce & Family Law, Business

Status: In Good Standing Licensed: 36 Years

CONTACT

10700 Civic Center Dr, Rancho Cucamonga, CA 91730

Howard Scott Borenstein

Tax, International Tax, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

299 W Foothill Blvd, Upland, CA 91786

Christopher Salvatore Scarcella

Trusts, Estate Planning

Status: In Good Standing Licensed: 13 Years

CONTACT

C.S Scarcella & Associates, Claremont, CA 91711

Suzanne Marie Graves

Estate Administration, Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 37 Years

CONTACT

1317 W Foothill Blvd, Upland, CA 91786

Karen Marguerite Brown

Trusts, Estate Planning, Estate, Family Law

Status: In Good Standing Licensed: 27 Years

CONTACT

400 N Mountain Ave, Upland, CA 91786

Keith Scott Walker

Other, Government, Trusts, Estate Planning

Status: In Good Standing Licensed: 48 Years

CONTACT

319 Harvard Ave, Claremont, CA 91711

Mark Daniel Saylor

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 44 Years

CONTACT

435 Yale Ave, Claremont, CA 91711

800-923-0641

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LEGAL TERMS

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

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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Oro Grande Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Joseph L. Borrie

Arthur C Evangelista

Walter Thomas Moore

Donnasue Smith Ortiz

Howard Scott Borenstein

Christopher Salvatore Scarcella

Suzanne Marie Graves

Karen Marguerite Brown

Keith Scott Walker

Mark Daniel Saylor

TIPS

LEGAL TERMS

ESTATE PLANNING

PUBLISHED WORK

BANKRUPTCY ESTATE

MINERAL RIGHTS

SPECIFIC BEQUEST

REAL ESTATE AGENT

POWER OF APPOINTMENT

SWEARING MATCH

INTESTATE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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