Chatsworth Estate Lawyer, California

Sponsored Law Firm

x
Click For More Info:

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
1. Contact
2. Email
3. Refer
4. Blog
5. Visit:
6. Website
7. Profile

Lawrence Holden Davis

Trusts, Estate Planning

Status: In Good Standing Licensed: 39 Years

CONTACT

11344 Quail Creek Rd, Porter Ranch, CA 91326

Thomas Patrick Christopher

Trusts

Status: In Good Standing Licensed: 30 Years

CONTACT

11260 Wilbur Ave, Porter Ranch, CA 91326

Lindsay Lupe Savin

Trusts, Estate, Civil & Human Rights

Status: In Good Standing Licensed: 12 Years

CONTACT

10663 Yarmouth Ave, Granada Hills, CA 91344

Bonnie Marie Bursk

Trusts, Estate Planning, Elder Law, Wills

Status: In Good Standing

CONTACT

10663 Yarmouth Ave, Granada Hills, CA 91344

Ellen Susan Finkelberg

Trusts, Estate

Status: In Good Standing Licensed: 47 Years

CONTACT

Northridge, CA 91327

Margaret Davalene Wilson

Intellectual Property, Entertainment, Trusts, Family Law

Status: In Good Standing

CONTACT

17826 Chatsworth St, Granada Hills, CA 91344

Heaja Kim Hsia

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 20 Years

CONTACT

20412 Tulsa St, Chatsworth, CA 91311

Joyce L. Mallean

Real Estate, Trusts, Estate

Status: In Good Standing Licensed: 44 Years

CONTACT

19360 Rinaldi St, Porter Ranch, CA 91326

Leilani Penalosa Quiambao

Real Estate, Trusts, Business

Status: In Good Standing Licensed: 18 Years

CONTACT

18860 Nordhoff St, Northridge, CA 91324

Mikhail Baklan

Trusts, Estate, Workers' Compensation, Employment

Status: In Good Standing Licensed: 10 Years

CONTACT

7305 Casaba Ave, Winnetka, CA 91306

800-923-0641

Free Help: Use This Form or Call 800-943-8690

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

LEGAL TERMS

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

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).

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

WARRANTY DEED

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

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

MARITAL LIFE ESTATE TRUST

See AB trust.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

CERTIFICATION OF TRUST

See abstract of trust.

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 ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

Chatsworth Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Lawrence Holden Davis

Thomas Patrick Christopher

Lindsay Lupe Savin

Bonnie Marie Bursk

Ellen Susan Finkelberg

Margaret Davalene Wilson

Heaja Kim Hsia

Joyce L. Mallean

Leilani Penalosa Quiambao

Mikhail Baklan

TIPS

LEGAL TERMS

ABSTRACT OF TRUST

PER CAPITA

EXEMPTION TRUST

WARRANTY DEED

SUCCESSION

ANCILLARY PROBATE

MARITAL LIFE ESTATE TRUST

SPECIFIC BEQUEST

CERTIFICATION OF TRUST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

SORT BY:

FILTER BY:

PRACTICE AREAS

NEARBY CITY SUGGESTIONS

Lawyer.com Legal Protection Plan

Premium Membership

Additional Services

Resources

My Account Details