Carlsbad Wills & Probate Lawyer, California, page 2

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September Katje
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Pacific Wealth Legal Advisors
130 South Chaparral, Suite 140-B Anaheim Hills, CA 92808» view map
Estate Law
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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
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  Estate Law
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Includes: Estate Administration, Living Wills, Wills

Patricia Frederick Halsey

Personal Injury, Trusts, Military, Wills

Status: Licensed: 50 Years

CONTACT

Carlsbad, CA 92013

Kenneth Lloyd Greenman

Wills, Trusts, Estate Planning, Estate

Status:

CONTACT

900 Pier View Way, Oceanside, CA 92049

Kelly Lynn Hinds

Estate, Wills, Trusts, Wills

Status:

CONTACT

900 Pier View Way, Oceanside, CA 92054

Boris Siegel

Lawsuit, Wills, Wills & Probate, Trusts, Estate

Status: Licensed: 38 Years

CONTACT

630 Alta Vista Dr, Vista, CA 92084

Richard Lee Sax

Wills & Probate, Criminal, Civil Rights, Business & Trade

Status: Licensed: 47 Years

CONTACT

2100 Palomar Airport Rd, Carlsbad, CA 92011

Romeo Co Lim

Bankruptcy, Trusts, Immigration, Wills

Status:

CONTACT

1578 Avenida Mantilla, Oceanside, CA 92056

Karen Louise Gleason

Trusts, Wills

Status: Licensed: 36 Years

CONTACT

1739 Sorrel Ct, Carlsbad, CA 92011

Elizabeth Anne Tresp

Tax, Wills, Trusts, Estate

Status: Licensed: 12 Years

CONTACT

341 South Cedros Avenue, Solana Beach, CA 92075

Gary Brian Naughton

Personal Injury, Wills & Probate, Elder Law

Status: Licensed: 45 Years

CONTACT

2182 S El Camino Real, Oceanside, CA 92054

Beverly Martinez

Labor Law, Life & Health, Commercial Real Estate, Wills, Employee Rights

Status:

CONTACT

421 Santa Dominga Ave, Solana Beach, CA 92075

800-814-6700

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LEGAL TERMS

DEED OF TRUST

See trust deed.

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.

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.

SUCCESSOR TRUSTEE

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

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

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.

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.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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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Carlsbad Wills & Probate Lawyer, California, page 2

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Patricia Frederick Halsey

Kenneth Lloyd Greenman

Kelly Lynn Hinds

Boris Siegel

Richard Lee Sax

Romeo Co Lim

Karen Louise Gleason

Elizabeth Anne Tresp

Gary Brian Naughton

Beverly Martinez

TIPS

LEGAL TERMS

DEED OF TRUST

SELF-PROVING WILL

INHERITANCE TAXES

SUCCESSOR TRUSTEE

DISINHERIT

ADMINISTRATRIX

REAL ESTATE AGENT

RESIDUARY BENEFICIARY

CERTIFIED COPY

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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