Topanga Trusts 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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Sonja Mila Panajotovic

Trusts, Estate

Status: In Good Standing Licensed: 23 Years

CONTACT

1391 Palisades Dr, Pacific Palisades, CA 90272

Michael Schwartz

Trusts, Litigation

Status: In Good Standing Licensed: 52 Years

CONTACT

22287 Mulholland Hwy, Calabasas, CA 91302

Kevin Oliver Schwartz

Litigation, Trusts, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 23 Years

CONTACT

22287 Mulholland Hwy, Calabasas, CA 91302

David Lawrence Ingram

Trusts, Family Law, Divorce, Divorce & Family Law, Business Organization

Status: In Good Standing Licensed: 34 Years

CONTACT

23901 Calabasas Rd, Calabasas, CA 91302

Bradley Mark Sniderman

Intellectual Property, Internet, Trusts, Corporate, Contract

Status: In Good Standing Licensed: 29 Years

CONTACT

23679 Calabasas Rd, Calabasas, CA 91302

Judith Lea Perez

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

23679 Calabasas Rd, Calabasas, CA 91302

Michael David Harrison

Wills, Trusts, Corporate, Business

Status: In Good Standing Licensed: 48 Years

CONTACT

23901 Calabasas Rd, Calabasas, CA 91302

Robert Michael Weinstock

Real Estate, Lawsuit & Dispute, International, Trusts

Status: In Good Standing Licensed: 30 Years

CONTACT

23801 Calabasas Rd, Calabasas, CA 91302

Louis Pacella

Wills, Trusts, Elder Law, Business

Status: In Good Standing Licensed: 21 Years

CONTACT

5000 Parkway Calabasas, Calabasas, CA 91302

Eric Charles Nelson

Trusts, Estate

Status: In Good Standing Licensed: 46 Years

CONTACT

395 S Topanga Canyon Blvd, Topanga, CA 90290

800-923-0641

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LEGAL TERMS

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.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

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.

BENEFICIARY

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

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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.

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.

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

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Topanga Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Sonja Mila Panajotovic

Michael Schwartz

Kevin Oliver Schwartz

David Lawrence Ingram

Bradley Mark Sniderman

Judith Lea Perez

Michael David Harrison

Robert Michael Weinstock

Louis Pacella

Eric Charles Nelson

TIPS

LEGAL TERMS

MINERAL RIGHTS

INHERITANCE TAXES

ESTATE PLANNING

BENEFICIARY

INVENTORY

INCOMPETENCE

BYPASS TRUST

GENERATION-SKIPPING TRANSFER TAX

FAMILY ALLOWANCE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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