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

Wendy E. Hartmann

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

Status: In Good Standing

CONTACT

130 S. Jackson Street, Glendale, CA 91205

Henrik M. Mosesi

Bankruptcy, Criminal, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

360 East Olive Avenue, Burbank, CA 91502

Raymond Zakari

Eminent Domain, Estate Planning, Family Law, Contract

Status: In Good Standing

CONTACT

30 N. Raymond Avenue, Pasadena, CA 91103

Claudia Haasemann Debernier

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 25 Years

CONTACT

1278 Oak Circle Dr, Glendale, CA 91208

Tori J. Freeborn

Estate Planning, Contract, Commercial Real Estate, Trusts, Estate

Status: In Good Standing Licensed: 11 Years

CONTACT

2604 Foothill Blvd, La Crescenta, CA 91214

Joshua C. Freeborn

Estate Planning, Contract, Commercial Real Estate, Trusts, Estate

Status: In Good Standing Licensed: 11 Years

CONTACT

2604 Foothill Blvd, La Crescenta, CA 91214

William Eugene Eick

Estate Planning, Contract, Commercial Real Estate, Trusts, Estate

Status: In Good Standing Licensed: 51 Years

CONTACT

2604 Foothill Blvd, La Crescenta, CA 91214

Christie Marie Asselin

Estate Administration, Wills & Probate, Estate Planning, Family Law, Accident & Injury

Status: In Good Standing Licensed: 16 Years

CONTACT

2708 Foothill Blvd, La Crescenta, CA 91214

Duane Edward Waters

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 53 Years

CONTACT

2229 Crescent Ave, Montrose, CA 91020

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.

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.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

TITLE COMPANY

A company that issues title insurance.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

SUCCESSOR TRUSTEE

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

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

Wendy E. Hartmann

Henrik M. Mosesi

Raymond Zakari

Claudia Haasemann Debernier

Tori J. Freeborn

Joshua C. Freeborn

William Eugene Eick

Christie Marie Asselin

Duane Edward Waters

TIPS

LEGAL TERMS

INVESTOR

DISCHARGE (OF PROBATE ADMINISTRATOR)

TRUST MERGER

SWEARING MATCH

PERSONAL PROPERTY

TITLE COMPANY

REAL ESTATE AGENT

INTESTATE

SUCCESSOR TRUSTEE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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