Altadena Estate Lawyer, California, page 3

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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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Frederick Bell Benson

Immigration, Trusts, Estate

Status: In Good Standing

CONTACT

1470 Sierra Madre Villa Ave, La Canada Flintridge, CA 91107

Shea M. Randall

Estate Planning, Criminal, Trusts, Estate, Wills

Status: In Good Standing Licensed: 9 Years

CONTACT

Pasadena, CA 91102

Dheeraj Kumar Singhal

Trusts, Contract, Business, Bankruptcy

Status: In Good Standing

CONTACT

35 N Lake Ave, La Canada Flintridge, CA 91101

Geoffrey Darryl Chin

Other, Trusts, Estate, Business

Status: In Good Standing Licensed: 31 Years

CONTACT

221 E Walnut St, La Canada Flintridge, CA 91101

Mace Abdullah

Tax, Wills & Probate, Trusts, Estate

Status: In Good Standing Licensed: 35 Years

CONTACT

1055 E Colorado Blvd, Pasadena, CA 91106

Philip Barbaro

Real Estate, Litigation, Trusts, Estate

Status: In Good Standing

CONTACT

301 E Colorado Blvd, La Canada Flintridge, CA 91101

Rita Maria Diaz

Litigation, Trusts, Estate, Employee Rights

Status: In Good Standing Licensed: 25 Years

CONTACT

301 E Colorado Blvd, La Canada Flintridge, CA 91101

William S. Johnstone

Tax, Wills & Probate, Estate Planning, Estate

Status: Inactive Licensed: 67 Years

CONTACT

301 E Colorado Blvd, Pasadena, CA 91101

Daniel John Sullivan

International, Wills, Trusts, Gift Taxation

Status: In Good Standing Licensed: 9 Years

CONTACT

301 E Colorado Blvd, Pasadena, CA 91101

George Walter Young

Trusts, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

790 E Colorado Blvd, Pasadena, CA 91101

800-923-0641

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LEGAL TERMS

FAMILY POT TRUST

See pot trust.

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.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

SUCCESSOR TRUSTEE

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

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

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.

FAILURE OF ISSUE

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

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (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 ...

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Altadena Estate Lawyer, California, page 3

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Frederick Bell Benson

Shea M. Randall

Dheeraj Kumar Singhal

Geoffrey Darryl Chin

Mace Abdullah

Philip Barbaro

Rita Maria Diaz

William S. Johnstone

Daniel John Sullivan

George Walter Young

TIPS

LEGAL TERMS

FAMILY POT TRUST

SELF-PROVING WILL

PER CAPITA

SUCCESSOR TRUSTEE

REMAINDERMAN

REAL ESTATE AGENT

FAILURE OF ISSUE

STATUTORY SHARE

GRANTOR RETAINED INCOME TRUST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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