Santa Ana Wills & Probate 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: Estate Administration, Living Wills, Wills

Daniel J. Cooper

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Estate, Wills & Probate

Daniel J. Cooper is a California attorney and has been the sole shareholder of Daniel J. Cooper, a professional corporation, since 1980. Mr. Cooper�... (more)

FREE CONSULTATION

CONTACT

949-859-8456

24012 Calle De La Plata, Laguna Hills, CA 92653

Frank D. Granato

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Real Estate, Landlord-Tenant, Bankruptcy, Business, Wills & Probate

No need to hire a multitude of attorneys. My team of dedicated legal professionals is well-versed in many specialized areas. We will not advocate for... (more)

FREE CONSULTATION

CONTACT

800-958-1311

333 S Anita Dr, Orange, CA 92868

John J. Stanton

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Estate, Wills & Probate, Trusts, Estate Planning, Divorce & Family Law

Hiring a lawyer can be intimidating. Stepping into a lawyer's office can be even more stressful. At our firm, however, we strive to take the stress ou... (more)

CONTACT

800-856-9850

1370 Brea Boulevard, Fullerton, CA 92835

Lawrence Harvey Nemirow

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Wills, Trusts, Estate, Corporate, Contract

Lawrence Harvey Nemirow is a practicing lawyer in California handling Estate and Business matters.

CONTACT

562-799-1379

5242 Katella Ave, Los Alamitos, CA 90720

Michael Thomas Walsh

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Estate, Trusts, Wills & Probate

Years Of Experience In Estate Planning

Michael T. Walsh has practiced law in the area of estate planning for over two decades. Mr. Walsh has been designated as a Certified Specialist in Est... (more)

CONTACT

800-256-1590

4425 Jamboree Rd, Newport Beach, CA 92660

Michael Ignatius Goode

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Business, Wills & Probate, Trusts, Estate Administration, Employment

Michael Goode is a practicing lawyer in the state of California. Mr. Goode received his J.D. from the Pepperdine University School of Law.

FREE CONSULTATION

CONTACT

800-737-9721

15615 Alton Pkwy, Irvine, CA 92618

Amy L. Koshinski

Family Law, Wills & Probate, Real Estate, Trusts

Status: In Good Standing

CONTACT

2532 Dupont Dr., Irvine, CA 92612

Bruce D. Gleit

Wills & Probate, Estate, Business Organization, Business

Status: In Good Standing

CONTACT

170 El Camino Real, Tustin, CA 92780

David W. Klasing

Franchising, Wills & Probate, Corporate, Wills

Status: In Good Standing

CONTACT

2603 MAIN ST #1180, Irvine, CA 92614

James A. Schmiesing

Commercial Real Estate, Estate Administration, Estate Planning, Corporate

Status: In Good Standing

CONTACT

Central Orange County, 400 North Tustin Avenue, Santa Ana, CA 92705

800-923-0641

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800-943-8690

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LEGAL TERMS

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

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.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

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.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

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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Santa Ana Wills & Probate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Daniel J. Cooper

Frank D. Granato

John J. Stanton

Lawrence Harvey Nemirow

Michael Thomas Walsh

Michael Ignatius Goode

Amy L. Koshinski

Bruce D. Gleit

David W. Klasing

James A. Schmiesing

TIPS

LEGAL TERMS

DISTRIBUTEE

TRUSTEE

PUBLISHED WORK

PROPERTY CONTROL TRUST

PER STIRPES

ESTATE TAXES

SURVIVING SPOUSE'S TRUST

SUCCESSOR TRUSTEE

FAMILY ALLOWANCE

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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