Porter Ranch Trusts 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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Jeffrey Eliot Karpel

General Practice

Status: In Good Standing

CONTACT

10458 Des Moines Ave, Porter Ranch, CA 91326

Lawrence Holden Davis

Trusts, Estate Planning

Status: In Good Standing Licensed: 39 Years

CONTACT

11344 Quail Creek Rd, Porter Ranch, CA 91326

Joyce L. Mallean

Real Estate, Trusts, Estate

Status: In Good Standing Licensed: 44 Years

CONTACT

19360 Rinaldi St, Porter Ranch, CA 91326

Alanna E. Martin

Commercial Real Estate, Lawsuit & Dispute, Trusts, Family Law

Status: In Good Standing Licensed: 10 Years

CONTACT

19360 Rinaldi St, Porter Ranch, CA 91326

Nancy Beth Pack

Trusts

Status: In Good Standing Licensed: 36 Years

CONTACT

19360 Rinaldi St, Porter Ranch, CA 91326

Gail Ellen Toppel

Trusts

Status: Inactive Licensed: 43 Years

CONTACT

19360 Rinaldi St, Porter Ranch, CA 91326

Thomas Patrick Christopher

Trusts

Status: In Good Standing Licensed: 30 Years

CONTACT

11260 Wilbur Ave, Porter Ranch, CA 91326

Vahe K Messerlian

Visa, Trusts, Car Accident

Status: In Good Standing Licensed: 34 Years

CONTACT

18652 Los Alimos St, Porter Ranch, CA 91326

R Kyle Catterlin

Other, International, Trusts, Gift Taxation

Status: Inactive Licensed: 32 Years

CONTACT

19515 Mayall St, Northridge, CA 91324

Beth Anna Macias

Trusts, Estate, Workers' Compensation

Status: In Good Standing Licensed: 29 Years

CONTACT

20555 Devonshire St, Chatsworth, CA 91311

800-923-0641

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LEGAL TERMS

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.

CURATOR

See conservator.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

NET ESTATE

The value of all property owned at death less liabilities or debts.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

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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Porter Ranch Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Jeffrey Eliot Karpel

Lawrence Holden Davis

Joyce L. Mallean

Alanna E. Martin

Nancy Beth Pack

Gail Ellen Toppel

Thomas Patrick Christopher

Vahe K Messerlian

R Kyle Catterlin

Beth Anna Macias

TIPS

LEGAL TERMS

CONSERVATOR

CURATOR

TESTAMENTARY TRUST

ALTERNATE BENEFICIARY

ADMINISTRATION (OF AN ESTATE)

GENERATION-SKIPPING TRANSFER TAX

NET ESTATE

CERTIFIED COPY

DISINHERIT

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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