Ranchita 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
  Your Success is our Business
3. Practice AreasExpertise
  Estate Law
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Nikki B Allen

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Estate, Real Estate, Business

Nikki B. Allen brings a wealth of experience to her legal practice. She is licensed in both California and Colorado and has practiced law for over tw... (more)

CONTACT

760-404-0318

74-361 Highway 111, Palm Desert, CA 92260

Lena Ghianni

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Divorce & Family Law, Estate

"The law has always fascinated me. I told my parents when I was about 7 years old that I wanted to be an attorney and strived for that goal throughout... (more)

FREE CONSULTATION

CONTACT

800-875-9680

12975 Brookprinter Pl, Poway, CA 92064

Harry Kaladjian

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Accident & Injury, Car Accident, Motorcycle Accident, Estate, Divorce & Family Law

A graduate from Southwestern University School of Law, Harry Kaladjian is the founding member of the Kaladjian Law Office. With over 20 years of expe... (more)

FREE CONSULTATION

CONTACT

800-760-0468

77564 Country Club Dr, Palm Desert, CA 92211

Thomas E Parashos

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Estate

CONTACT

619-567-4447

9847 Campo Rd, Spring Valley, CA 91977

Jackie Robert Geller

Bankruptcy & Debt, Estate, Tax, Divorce & Family Law, Family Law

Bankruptcy, Estate Planning, Tax and Family Law

Jackie Robert Geller is a graduate of Thomas Jefferson School of Law. A member of the California State Bar since 1980, Attorney Jackie Robert Geller h... (more)

FREE CONSULTATION

CONTACT

800-750-5991

5755 Oberlin Drive, San Diego, CA 92121

Olga Nazimova

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Estate, Wills & Probate

I am a graduate of University of the Pacific, McGeorge School of Law, a private law school in Sacramento, California. I was fortunate enough to have n... (more)

CONTACT

619-236-1136

1011 Camino Del Mar, Del Mar, CA 92014

Craig Eugene Dwyer

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Bankruptcy & Debt, Credit & Debt, Collection, Trusts, Wills & Probate

Craig E. Dwyer, Esq., has represented both debtors and creditors in Chapter 7, 11 and 13 Bankruptcy Cases in San Diego, Orange, Los Angeles and Rivers... (more)

FREE CONSULTATION

CONTACT

800-486-2210

8745 Aero Drive, Suite 301, San Diego, CA 92123

Jeffrey D Schreiber

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Estate, Bankruptcy & Debt

Jeffrey D Schreiber is a practicing lawyer in the state of California.

CONTACT

858-643-9011

4275 Executive Sq, La Jolla, CA 92037

Gerald Patrick Burleson

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Estate, Trusts, Estate Administration

Gerald Burleson is a practicing lawyer in the state of California handling Estate matters.

CONTACT

858-794-4805

880 Apollo St, San Diego, CA 92192

Alejandra Rodriguez

✓ VERIFIED

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

Located in the Banker's Hill area, near downtown San Diego, California, Rodriguez Law Offices is centrally located to service clients throughout San D... (more)

CONTACT

800-824-1790

7676 Hazard Center Dr., Ste. 500, San Diego, CA 92108

800-923-0641

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LEGAL TERMS

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

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).

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living 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 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). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

FUNDING A TRUST

Transferring ownership of property to a trust.

CREDIT SHELTER TRUST

See AB trust.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

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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Ranchita Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Nikki B Allen

Lena Ghianni

Harry Kaladjian

Thomas E Parashos

Jackie Robert Geller

Olga Nazimova

Craig Eugene Dwyer

Jeffrey D Schreiber

Gerald Patrick Burleson

Alejandra Rodriguez

TIPS

LEGAL TERMS

PREDECEASED SPOUSE

CHARITABLE TRUST

PER STIRPES

EXEMPTION TRUST

FUNDING A TRUST

CREDIT SHELTER TRUST

AUGMENTED ESTATE

LIVING TRUST

DEATH TAXES

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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