Verdugo City 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

Liana Nazaryan

Family Law, Child Support, Estate Planning, Adoption

Status: In Good Standing

FREE CONSULTATION

CONTACT

801 North Brand Boulevard, Glendale, CA 91203

Henrik M. Mosesi

Bankruptcy, Criminal, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

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360 East Olive Avenue, Burbank, CA 91502

Wendy E. Hartmann

International Tax, Trusts, Estate Planning, Estate, Family Law

Status: In Good Standing

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130 S. Jackson Street, Glendale, CA 91205

Raymond Zakari

Eminent Domain, Estate Planning, Family Law, Contract

Status: In Good Standing

CONTACT

30 N. Raymond Avenue, Pasadena, CA 91103

Patrick Alan Liddell

Real Estate, International, Gift Taxation, Business

Status: In Good Standing

CONTACT

550 N Brand Blvd, Glendale, CA 91203

Richard Joseph Ayoob

Tax, International, Gift Taxation, Administrative Law

Status: In Good Standing

CONTACT

500 N Brand Blvd, Glendale, CA 91203

Gregory Robert Broege

Tax, International, Gift Taxation

Status: In Good Standing

CONTACT

500 N Brand Blvd, Glendale, CA 91203

Christophe John Matarese

Tax, International, Gift Taxation

Status: In Good Standing

CONTACT

500 N Brand Blvd, Glendale, CA 91203

Eric Arthur Ashton

Trusts, Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

100 W Broadway, Glendale, CA 91210

John Jocko Jacobson

White Collar Crime, Estate Planning, Workers' Compensation, International Tax, Insurance

Status: In Good Standing Licensed: 43 Years

CONTACT

100 W Broadway, Glendale, CA 91210

800-923-0641

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LEGAL TERMS

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

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.

SURROGATE COURT

See probate court.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

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.'

DISCHARGE (OF PROBATE ADMINISTRATOR)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties hav... (more...)

A court order releasing the administrator or executor from any further duties connected with the probate of an estate. This typically occurs when the duties have been completed but may happen sooner if the executor or administrator wishes to withdraw or is dismissed.

CERTIFICATION OF TRUST

See abstract of trust.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

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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Verdugo City Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Liana Nazaryan

Henrik M. Mosesi

Wendy E. Hartmann

Raymond Zakari

Patrick Alan Liddell

Richard Joseph Ayoob

Gregory Robert Broege

Christophe John Matarese

Eric Arthur Ashton

John Jocko Jacobson

TIPS

LEGAL TERMS

INVESTOR

OFFICER

SURROGATE COURT

GRANT DEED

INCOMPETENCE

DISCHARGE (OF PROBATE ADMINISTRATOR)

CERTIFICATION OF TRUST

SELF-PROVING WILL

PREDECEASED SPOUSE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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