Rowland Heights 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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Kenny Tan

Eminent Domain, Wills & Probate, Business Organization, Banking & Finance

Status: In Good Standing

CONTACT

640 N. Diamond Bar Blvd., Diamond Bar, CA 91765

Sue Carmen Swisher

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

Status: In Good Standing Licensed: 18 Years

FREE CONSULTATION

CONTACT

20955 Pathfinder Rd, Diamond Bar, CA 91765

Albert Pui Fu Siu

Litigation, Immigration, Trusts, Corporate

Status: In Good Standing Licensed: 23 Years

CONTACT

17700 Castleton St, Whittier, CA 91748

Jimmie Ling Joe

Trusts, Estate Planning

Status: In Good Standing Licensed: 29 Years

CONTACT

17700 Castleton St, Whittier, CA 91748

Ying Xu

Estate Planning, Personal Injury, Mass Torts, Trusts, Wills

Status: In Good Standing Licensed: 17 Years

CONTACT

18725 Gale Ave, Rowland Heights, CA 91748

Scott Steven Paul Fridley

Wills & Probate, Trusts, Estate, Elder Law

Status: In Good Standing Licensed: 21 Years

CONTACT

3 Point Dr, Brea, CA 92821

Russell Paul Nowell

Litigation, Trusts, Elder Law, Business

Status: In Good Standing Licensed: 37 Years

CONTACT

407 W Imperial Hwy, Brea, CA 92821

Diana Kaye Zilko

Trusts, Family Law, Bankruptcy, Personal Injury

Status: In Good Standing

CONTACT

110 W Fir St, Brea, CA 92821

Christine Patterson Snapp

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 21 Years

CONTACT

1800 E Imperial Hwy, Brea, CA 92821

Michelyn Rae Miller

Wills, Trusts, Estate

Status: In Good Standing Licensed: 24 Years

CONTACT

1800 E Imperial Hwy, Brea, CA 92821

800-923-0641

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LEGAL TERMS

CERTIFICATION OF TRUST

See abstract of trust.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

DEED OF TRUST

See trust deed.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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.

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.

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.

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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Rowland Heights Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Kenny Tan

Sue Carmen Swisher

Albert Pui Fu Siu

Jimmie Ling Joe

Ying Xu

Scott Steven Paul Fridley

Russell Paul Nowell

Diana Kaye Zilko

Christine Patterson Snapp

Michelyn Rae Miller

TIPS

LEGAL TERMS

CERTIFICATION OF TRUST

STATUTORY SHARE

FAILURE OF ISSUE

INTER VIVOS TRUST

DEED OF TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SECONDARY MEANING

ALTERNATE BENEFICIARY

MINERAL RIGHTS

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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