Verdugo City Wills & Probate 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: Estate Administration, Living Wills, Wills

Roderick D. Fong

Construction, Wills & Probate, Corporate, Business Organization

Status: In Good Standing

CONTACT

100 West Broadway, Glendale, CA 91210

Rami F. Hamoui

Wills, Slip & Fall Accident, Personal Injury, Car Accident

Status: In Good Standing Licensed: 8 Years

CONTACT

2550 Honolulu Ave, Montrose, CA 91020

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

Robert Alan Miller

Lawsuit & Dispute, Wills & Probate, Business

Status: In Good Standing Licensed: 55 Years

CONTACT

2222 Foothill Blvd, La Canada Flintridge, CA 91011

Phillip Ira Roitman

Traffic, Trusts, Estate, Wills

Status: In Good Standing Licensed: 35 Years

CONTACT

2013 Broadview Dr, Glendale, CA 91208

Lisa Maccarley

Wills, Trusts, Estate

Status: In Good Standing Licensed: 31 Years

CONTACT

2029 Verdugo Blvd, Montrose, CA 91020

Christopher Edward Overgaard

Wills, Trusts, Elder Law

Status: In Good Standing Licensed: 40 Years

CONTACT

1281 Journeys End Dr, La Canada Flintridge, CA 91011

Sona Ashchian Tatiyants

International Tax, Wills, Trusts, Elder Law, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

616 E. Glenoaks Boulevard, Glendale, CA 91207

Steven Kenneth Ledbetter

Estate Planning, International Tax, Business, Trusts, Wills

Status: In Good Standing Licensed: 49 Years

CONTACT

1050 Vista Del Valle Rd, La Canada Flintridge, CA 91011

Andrew Glenn Smith

Estate Planning, Commercial Real Estate, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

3822 2nd Avenue, La Crescenta, CA 91214

800-923-0641

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LEGAL TERMS

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

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.

FAMILY POT TRUST

See pot trust.

NET ESTATE

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

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.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (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 settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Verdugo City Wills & Probate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Roderick D. Fong

Rami F. Hamoui

Christie Marie Asselin

Robert Alan Miller

Phillip Ira Roitman

Lisa Maccarley

Christopher Edward Overgaard

Sona Ashchian Tatiyants

Steven Kenneth Ledbetter

Andrew Glenn Smith

TIPS

LEGAL TERMS

RESIDUARY ESTATE

LIVING TRUST

ESTATE PLANNING

FAMILY POT TRUST

NET ESTATE

FAMILY ALLOWANCE

FINAL BENEFICIARY

PRETERMITTED HEIR

SPECIFIC BEQUEST

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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