Wildomar 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

Pietro E. Canestrelli

Estate Planning, Wills & Probate, Tax Litigation, Tax

Status: In Good Standing

CONTACT

28765 Single Oak Drive, Temecula, CA 92590

Robert Famularo

Real Estate, Estate Planning, Family Law, Divorce

Status: In Good Standing

FREE CONSULTATION

CONTACT

41690 Enterprise Circle North, Temecula, CA 92590

Robert Henry Tyler

Commercial Real Estate, Estate Planning, Business & Trade, Bankruptcy & Debt

Status: In Good Standing Licensed: 29 Years

CONTACT

25026 Las Brisas Road, Murrieta, CA 92562

Katherine A. Vasconez

Other, International, Gift Taxation, Business

Status: In Good Standing Licensed: 13 Years

CONTACT

35889 Arnett Rd, Wildomar, CA 92595

Dustin James Wetton

International, Gift Taxation, Tax

Status: In Good Standing

CONTACT

38605 Calistoga Dr, Murrieta, CA 92563

John Patrick O'Connell

Litigation, Gift Taxation, Corporate, Bankruptcy

Status: In Good Standing Licensed: 41 Years

CONTACT

43434 Business Park Dr, Temecula, CA 92590

Pietro Emile Canestrelli

Tax, International Tax, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

43460 Ridge Park Dr, Temecula, CA 92590

Laila Johnson Kepler

International, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

43460 Ridge Park Dr, Temecula, CA 92590

Jerry Mark Lobb

Trusts, Gift Taxation, Estate, Business

Status: In Good Standing Licensed: 34 Years

CONTACT

1 Ridgegate Dr, Temecula, CA 92590

Stanley Harter

Landlord-Tenant, Construction, Estate Planning, Business

Status: In Good Standing

CONTACT

28765 Single Oak Dr., Temecula, CA 92590

800-923-0641

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LEGAL TERMS

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

NET ESTATE

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

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.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

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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Wildomar Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Pietro E. Canestrelli

Robert Famularo

Robert Henry Tyler

Katherine A. Vasconez

Dustin James Wetton

John Patrick O'Connell

Pietro Emile Canestrelli

Laila Johnson Kepler

Jerry Mark Lobb

Stanley Harter

TIPS

LEGAL TERMS

FAILURE OF ISSUE

ADMINISTRATRIX

NET ESTATE

SWEARING MATCH

HEIR AT LAW

TRUST MERGER

POWER OF APPOINTMENT

INVESTOR

PROPERTY CONTROL TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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