Santee 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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John Anthony Varley

Bankruptcy, Credit & Debt, Estate Planning, Foreclosure

Status: In Good Standing

FREE CONSULTATION

CONTACT

7373 University Avenue, La Mesa, CA 91942

John Cummings Grier

Estate, Personal Injury

Status: In Good Standing

CONTACT

1076 Broadway, El Cajon, CA 92021

Mathew William Simone

Trusts, Estate

Status: In Good Standing Licensed: 41 Years

CONTACT

9131 Fletcher Pkwy, La Mesa, CA 91942

Larry David Mcgill

Trusts, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

9131 Fletcher Pkwy, La Mesa, CA 91942

Autumn Danielle Springfield

Business, Contract, Entertainment, Trusts

Status: In Good Standing Licensed: 17 Years

CONTACT

200 Civic Center Way, El Cajon, CA 92020

Julia Austin Solaegui

Trusts, Estate

Status: In Good Standing Licensed: 11 Years

CONTACT

275 E Douglas Ave, El Cajon, CA 92020

Hillary Vrem

Litigation, Estate Planning, Employment

Status: In Good Standing

CONTACT

1941 Friendship Drive, El Cajon, CA 92020

Robert Michael Gibson

Mass Torts, Trusts, Personal Injury, Accident & Injury

Status: In Good Standing Licensed: 25 Years

CONTACT

655 Park Center Dr, Santee, CA 92071

Chris J Allred

Wills & Probate, Estate Planning, Elder Law, Contract

Status: In Good Standing Licensed: 42 Years

CONTACT

222 W Madison Ave, El Cajon, CA 92020

Deward Joseph Houck

Landlord-Tenant, Trusts, Estate, Employment

Status: In Good Standing Licensed: 35 Years

CONTACT

9344 Hillvale Ln, Lakeside, CA 92040

800-923-0641

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LEGAL TERMS

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary 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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

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.

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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Santee Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

John Anthony Varley

John Cummings Grier

Mathew William Simone

Larry David Mcgill

Autumn Danielle Springfield

Julia Austin Solaegui

Hillary Vrem

Robert Michael Gibson

Chris J Allred

Deward Joseph Houck

TIPS

LEGAL TERMS

RESIDUARY BENEFICIARY

MINERAL RIGHTS

HEIR AT LAW

ANCILLARY PROBATE

BENEFICIARY

BYPASS TRUST

NONPROBATE

IN TERROREM

ESTATE TAXES

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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