Alpine Trusts 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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Walter E. Pinkerton

Wills & Probate, Corporate, Wills, Trusts

Status: In Good Standing

CONTACT

16466 Bernardo Center Drive, San Diego, CA 92128

Emil Alfred Joseph Zuccaro

Real Estate, Litigation, Trusts, Business

Status: In Good Standing Licensed: 45 Years

CONTACT

2710 Alpine Blvd, Alpine, CA 91901

Michael John Martindill

Trusts, Estate

Status: In Good Standing Licensed: 41 Years

CONTACT

Alpine, CA 91903

Gerald S Mulder

Landlord-Tenant, Trusts, Sexual Harassment, Household Mold

Status: In Good Standing Licensed: 61 Years

CONTACT

3394 Beaver Hollow Rd, Jamul, CA 91935

Julia Austin Solaegui

Trusts, Estate

Status: In Good Standing Licensed: 11 Years

CONTACT

275 E Douglas Ave, El Cajon, CA 92020

Autumn Danielle Springfield

Business, Contract, Entertainment, Trusts

Status: In Good Standing Licensed: 17 Years

CONTACT

200 Civic Center Way, El Cajon, CA 92020

Jerry Lee Carmody

Trusts, Estate

Status: Suspended Licensed: 41 Years

CONTACT

8336 O'Connell Rd, El Cajon, CA 92021

Deward Joseph Houck

Landlord-Tenant, Trusts, Estate, Employment

Status: In Good Standing Licensed: 35 Years

CONTACT

9344 Hillvale Ln, Lakeside, CA 92040

Richard Joseph Lewis

Trusts, Estate, Divorce & Family Law, Bankruptcy & Debt

Status: In Good Standing Licensed: 23 Years

CONTACT

10767 Jamacha Blvd, Spring Valley, CA 91978

Allen Charles Brown

Trusts, Estate

Status: In Good Standing Licensed: 54 Years

CONTACT

222 W Madison Ave, El Cajon, CA 92020

800-923-0641

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LEGAL TERMS

SUCCESSOR TRUSTEE

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

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

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.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Alpine Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Walter E. Pinkerton

Emil Alfred Joseph Zuccaro

Michael John Martindill

Gerald S Mulder

Julia Austin Solaegui

Autumn Danielle Springfield

Jerry Lee Carmody

Deward Joseph Houck

Richard Joseph Lewis

Allen Charles Brown

TIPS

LEGAL TERMS

SUCCESSOR TRUSTEE

BENEFICIARY

ADMINISTRATION (OF AN ESTATE)

INHERITANCE TAXES

PROVING A WILL

PERSONAL PROPERTY

LIFE BENEFICIARY

PROBATE

SELF-PROVING WILL

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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