San Juan Capistrano Wills & Probate Lawyer, California, page 3

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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: Estate Administration, Living Wills, Wills

Kathryn Anne Flanigan

Estate, Wills & Probate, Estate Planning, Estate Administration

Status: In Good Standing Licensed: 25 Years

FREE CONSULTATION

CONTACT

15615 Alton Pkwy.,, Irvine, CA 92618

Genevieve Wall

Estate, Wills & Probate, Trusts, Wills

Status: In Good Standing Licensed: 43 Years

CONTACT

23521 Paseo De Valencia, Laguna Hills, CA 92653

Byron Douglas Groves

Wills & Probate, Trusts, Estate, Business

Status: In Good Standing Licensed: 54 Years

CONTACT

23232 Peralta Dr, Laguna Hills, CA 92653

Abe Gordon Salen

Construction, Real Estate, Wills & Probate, Business

Status: In Good Standing

CONTACT

27281 Las Ramblas, Mission Viejo, CA 92691

Matthew Gordon Brown

Tax, Wills, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

40 Pacifica St, Irvine, CA 92618

Kevin Daniel O'Hara

Tax, Wills & Probate, Estate Planning, Corporate

Status: In Good Standing Licensed: 41 Years

CONTACT

24422 Avenida De La Carlota, Laguna Hills, CA 92653

Richard Lagrand Heaton

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

7700 Irvine Center Dr, Irvine, CA 92618

Richard Leahy Heaton

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

7700 Irvine Center Dr, Irvine, CA 92618

Carol A. Stroup

Other, Litigation, Wills, Trusts, Elder Law

Status: In Good Standing

CONTACT

505 Technology Dr, Irvine, CA 92618

Melvin David Thomas

Tax, Civil Rights, Wills & Probate, Family Law

Status: In Good Standing Licensed: 46 Years

CONTACT

15615 Alton Pkwy, Irvine, CA 92618

800-923-0641

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LEGAL TERMS

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

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.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

DEED OF TRUST

See trust deed.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

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.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (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 settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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San Juan Capistrano Wills & Probate Lawyer, California, page 3

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Kathryn Anne Flanigan

Genevieve Wall

Byron Douglas Groves

Abe Gordon Salen

Matthew Gordon Brown

Kevin Daniel O'Hara

Richard Lagrand Heaton

Richard Leahy Heaton

Carol A. Stroup

Melvin David Thomas

TIPS

LEGAL TERMS

DISCHARGE (OF PROBATE ADMINISTRATOR)

SECONDARY MEANING

ABSTRACT OF TRUST

ABATEMENT

SWEARING MATCH

ACCUMULATION TRUST

DEED OF TRUST

OFFICER

STATUTORY SHARE

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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