San Marcos Estate Planning 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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Includes: Gift Taxation

Erica R Siegman

Tax, Trusts, Gift Taxation, Consumer Protection

Status: In Good Standing Licensed: 26 Years

CONTACT

8041 Paseo Avellano, Carlsbad, CA 92009

Fang Zhang

General Practice

Status: In Good Standing Licensed: 13 Years

CONTACT

6630 Ambrosia Ln, Carlsbad, CA 92011

Jeffrey Louis Gaffney

Government, Trusts, Estate Planning, Employee Rights

Status: In Good Standing Licensed: 31 Years

CONTACT

7030 Via Cabana, Carlsbad, CA 92009

Peter William Thompson

Estate Planning, Family Law, Criminal, Trusts, Estate

Status: In Good Standing Licensed: 13 Years

CONTACT

2888 Loker Ave East, Carlsbad, CA 92010

Susan Bartell Palay

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

2458 Unicornio St, Carlsbad, CA 92009

Andrea Aston

Family Law, Estate Planning, Prosecution, Trusts

Status: In Good Standing

CONTACT

2780 Gateway Road, Carlsbad, CA 92009

Stephen Lane Feldman

Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 51 Years

CONTACT

2538 Navarra Dr, Carlsbad, CA 92009

Kelly Katherine Reid

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts

Status: In Good Standing Licensed: 17 Years

CONTACT

319 E 2Nd Ave, Escondido, CA 92025

Mark Edward Stutzman

Commercial Real Estate, International, Estate Planning, Contract, Bankruptcy

Status: In Good Standing Licensed: 38 Years

CONTACT

235 Melbourne Gln, Escondido, CA 92026

Karen E. Black

Estate Planning, Estate, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 42 Years

CONTACT

144 E Washington Ave, Escondido, CA 92025

800-923-0641

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LEGAL TERMS

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

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.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

IRREVOCABLE TRUST

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

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

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.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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San Marcos Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Erica R Siegman

Fang Zhang

Jeffrey Louis Gaffney

Peter William Thompson

Susan Bartell Palay

Andrea Aston

Stephen Lane Feldman

Kelly Katherine Reid

Mark Edward Stutzman

Karen E. Black

TIPS

LEGAL TERMS

CONTINGENT BENEFICIARY

SURVIVING SPOUSE'S TRUST

TRUST DEED

PRETERMITTED HEIR

NONPROBATE

GRANTOR RETAINED INCOME TRUST

IRREVOCABLE TRUST

BANKRUPTCY ESTATE

OFFICER

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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