Solana Beach 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

Shannon Howell

Estate Planning, Wills & Probate, Trusts, Elder Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

12526 High Bluff Drive, San Diego, CA 92130

Kevin Lee Day

International, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 32 Years

CONTACT

341 S Cedros Ave, Solana Beach, CA 92075

Elizabeth Anne Tresp

Litigation, Wills, Trusts, Gift Taxation

Status: In Good Standing

CONTACT

341 S Cedros Ave, Solana Beach, CA 92075

Abraham Ali Ames

Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 8 Years

CONTACT

341 S Cedros Ave, Solana Beach, CA 92075

Lincoln Browning Quintana

Landlord-Tenant, Litigation, Estate Planning, Bankruptcy

Status: In Good Standing

CONTACT

777 Santa Victoria, Solana Beach, CA 92075

John William Sunnen

Other, Tax, Trusts, Gift Taxation

Status: In Good Standing Licensed: 41 Years

CONTACT

1051 Cerro Largo Dr, Solana Beach, CA 92075

John Russell Sorensen

Landlord-Tenant, Estate Planning, Employment, Insurance

Status: Inactive

CONTACT

445 Marine View Ave, Del Mar, CA 92014

Tomer Taylor Gutman

Estate Planning, Commercial Real Estate, Business, Trusts, Estate

Status: In Good Standing Licensed: 46 Years

CONTACT

462 Stevens Ave, Solana Beach, CA 92075

Jason Richard Schingler

Trusts, Gift Taxation, Estate Planning, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

462 Stevens Avenue, Solana Beach, CA 92075

Daniel K. Printz

Wills & Probate, Estate Administration, Estate Planning, Trusts

Status: In Good Standing Licensed: 25 Years

FREE CONSULTATION

CONTACT

462 Stevens Avenue, Solana Beach, CA 92075

800-923-0641

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LEGAL TERMS

DEVISEE

A person or entity who inherits real estate under the terms of a will.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

NET ESTATE

The value of all property owned at death less liabilities or debts.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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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Solana Beach Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Shannon Howell

Kevin Lee Day

Elizabeth Anne Tresp

Abraham Ali Ames

Lincoln Browning Quintana

John William Sunnen

John Russell Sorensen

Tomer Taylor Gutman

Jason Richard Schingler

Daniel K. Printz

TIPS

LEGAL TERMS

DEVISEE

GENERATION-SKIPPING TRANSFER TAX

SURVIVING SPOUSE'S TRUST

TRUST DEED

PROBATE COURT

NET ESTATE

ESTATE PLANNING

SUCCESSION

ALTERNATE BENEFICIARY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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