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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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Joseph Crane Lavelle

✓ VERIFIED

Accident & Injury, Estate Planning, Wills & Probate, Trusts

After practicing in the San Diego area for over 20 yeas, Joe founded Lavelle Law Group because he sensed a need for a small personal service law firm ... (more)

FREE CONSULTATION

CONTACT

619-655-3656

1350 Columbia St, San Diego, CA 92101

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

Craig Eugene Dwyer

✓ VERIFIED

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

Gerald Patrick Burleson

✓ VERIFIED

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

Shannon Howell

Estate Planning, Wills & Probate, Trusts, Elder Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

12526 High Bluff Drive, San Diego, CA 92130

Walter E. Pinkerton

Wills & Probate, Corporate, Wills, Trusts

Status: In Good Standing

CONTACT

16466 Bernardo Center Drive, San Diego, CA 92128

Mark T. Bradshaw

Estate, Trusts, Wills & Probate, Estate Planning

Status: In Good Standing Licensed: 31 Years

FREE CONSULTATION

CONTACT

2550 5th Avenue, San Diego, CA 92103

Loan Tran Shillinger

Trusts, Estate Planning, Wills & Probate, Living Wills

Status: In Good Standing Licensed: 16 Years

CONTACT

8880 Rio San Diego Drive, San Diego, CA 92108

Omri Amram Ben

Personal Injury, Trusts

Status: In Good Standing Licensed: 11 Years

CONTACT

945 4th Ave, San Diego, CA 92101

Timothy George Riley

Mass Torts, Mediation, Trusts, Estate, Personal Injury

Status: In Good Standing

CONTACT

401 B St, San Diego, CA 92101

800-923-0641

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LEGAL TERMS

CERTIFICATION OF TRUST

See abstract of trust.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

CURATOR

See conservator.

FUNDING A TRUST

Transferring ownership of property to a trust.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

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.

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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San Diego Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Joseph Crane Lavelle

Alejandra Rodriguez

Craig Eugene Dwyer

Gerald Patrick Burleson

Shannon Howell

Walter E. Pinkerton

Mark T. Bradshaw

Loan Tran Shillinger

Omri Amram Ben

Timothy George Riley

TIPS

LEGAL TERMS

CERTIFICATION OF TRUST

IRREVOCABLE TRUST

GRANTOR

HOLOGRAPHIC WILL

INTESTATE SUCCESSION

CURATOR

FUNDING A TRUST

TRUST DEED

CERTIFIED COPY

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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