Aguanga 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

Joan Louw

General Practice

Status: In Good Standing Licensed: 46 Years

CONTACT

33800 Linda Rosea Rd, Temecula, CA 92592

Charmaine Evans

General Practice

Status: Inactive Licensed: 26 Years

CONTACT

32850 Paterno St, Temecula, CA 92592

Charlotte Ella Kornev

Construction, Real Estate, Immigration, Wills & Probate, Employment

Status: In Good Standing Licensed: 29 Years

CONTACT

31675 Leigh Ln, Temecula, CA 92591

Lawrence Michael Daugherty

Wills, Trusts, Estate, Elder Law

Status: In Good Standing

CONTACT

43430 Florida Ave, Hemet, CA 92544

Jeffery Troy Monteith

Government, Wills, Trusts, Elder Law

Status: In Good Standing Licensed: 30 Years

CONTACT

3550 E Florida Ave, Hemet, CA 92544

Kevin Roy Brown

Estate, Wills & Probate

Status: In Good Standing

CONTACT

41555 E Florida Ave, Hemet, CA 92544

Christopher Scolinos

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

7424 Rainbow Heights Rd, Fallbrook, CA 92028

Christopher Lee Nelson

Wills, Estate

Status: In Good Standing Licensed: 22 Years

CONTACT

152 S Harvard St, Hemet, CA 92543

Quinton Ray Swanson

Wills, Trusts, Estate, Family Law

Status: In Good Standing Licensed: 26 Years

CONTACT

152 S Harvard St, Hemet, CA 92543

Sophie Castillo Agopian

Power of Attorney, Real Estate, Deportation, Wills & Probate

Status: In Good Standing Licensed: 26 Years

CONTACT

30111 Technology Dr, Murrieta, CA 92563

800-923-0641

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LEGAL TERMS

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

CREDIT SHELTER TRUST

See AB trust.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

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.

NET ESTATE

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

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

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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Aguanga Wills & Probate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Joan Louw

Charmaine Evans

Charlotte Ella Kornev

Lawrence Michael Daugherty

Jeffery Troy Monteith

Kevin Roy Brown

Christopher Scolinos

Christopher Lee Nelson

Quinton Ray Swanson

Sophie Castillo Agopian

TIPS

LEGAL TERMS

PUBLISHED WORK

QDOT TRUST

CREDIT SHELTER TRUST

QTIP TRUST

TRUSTEE

SWEARING MATCH

NET ESTATE

ESTATE TAXES

AUGMENTED ESTATE

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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