Cathedral City 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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Arthur Donald Long

Trusts, Estate

Status: In Good Standing Licensed: 52 Years

CONTACT

308 Coble Dr, Cathedral City, CA 92234

Joshua Arthur

Trusts

Status: In Good Standing Licensed: 2 Years

CONTACT

67875 Garbino Rd, Cathedral City, CA 92234

Douglas E Schmidt

Trusts, Estate, Workers' Compensation, Wrongful Death

Status: In Good Standing Licensed: 61 Years

CONTACT

67618 Cielo Ct, Cathedral City, CA 92234

Rafael Gojit

Trusts, Wills

Status: In Good Standing Licensed: 3 Years

CONTACT

74000 Country Club Dr, Indian Wells, CA 92260

Jeremy Joshua Ofseyer

Foreclosure, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

74000 Country Club Dr, Indian Wells, CA 92260

Brandon Lee Abbott

Foreclosure, Construction, Trusts, Litigation

Status: In Good Standing Licensed: 13 Years

CONTACT

34360 Gateway Dr, Indian Wells, CA 92211

Sherman Calvin Mcintosh

Real Estate, Trusts, Estate

Status: In Good Standing Licensed: 62 Years

CONTACT

73401 Terraza Dr, Indian Wells, CA 92260

Tecla Morasca Lunak

Estate Planning, Administrative Law, Family Law, Trusts, Wills

Status: In Good Standing Licensed: 18 Years

CONTACT

73081 Fred Waring Dr, Indian Wells, CA 92260

Tecla Morasca Lunak

Estate Planning, Administrative Law, Family Law, Trusts, Wills

Status: In Good Standing Licensed: 18 Years

CONTACT

73081 Fred Waring Dr, Indian Wells, CA 92260

Lisa Killingbeck Berkeley

Immigration, Trusts, Estate Planning, Defamation & Slander

Status: In Good Standing

CONTACT

74000 Country Club Dr, Palm Desert, CA 92260

800-923-0641

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LEGAL TERMS

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

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.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

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.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

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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Cathedral City Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Arthur Donald Long

Joshua Arthur

Douglas E Schmidt

Rafael Gojit

Jeremy Joshua Ofseyer

Brandon Lee Abbott

Sherman Calvin Mcintosh

Tecla Morasca Lunak

Tecla Morasca Lunak

Lisa Killingbeck Berkeley

TIPS

LEGAL TERMS

INTESTATE SUCCESSION

OFFICER

FINAL BENEFICIARY

TRUST CORPUS

PROVING A WILL

WILL

ESTATE PLANNING

TRUSTEE

WARRANTY DEED

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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