Chino Wills & Probate 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
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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
3. Practice AreasExpertise
  Estate Law
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Includes: Estate Administration, Living Wills, Wills

Richard Scott Case

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Wills & Probate, Trusts, Estate Planning

Richard Scott Case is a practicing lawyer in the state of California handling Estate matters.

CONTACT

909-614-1474

15728 Country Club Dr, Chino Hills, CA 91709

Jennifer L. Field

Wills & Probate, Trusts, Estate, Business Organization

Status: In Good Standing

FREE CONSULTATION

CONTACT

405 N. Indian Hill Boulevard, Claremont, CA 91711

Kenny Tan

Eminent Domain, Wills & Probate, Business Organization, Banking & Finance

Status: In Good Standing

CONTACT

640 N. Diamond Bar Blvd., Diamond Bar, CA 91765

Sharon M. Anderson

Elder Law, Estate Administration, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing

FREE CONSULTATION

CONTACT

1897 California Ave, Corona, CA 92881

Alan Andres Zelaya

General Practice

Status: In Good Standing

CONTACT

5857 Pine Ave, Chino Hills, CA 91709

John R. Blakely

Construction, Wills & Probate, Estate Planning, Corporate

Status: In Good Standing Licensed: 28 Years

CONTACT

14726 Ramona Ave, Chino, CA 91710

Jason Robert Bettendorf

Lawsuit & Dispute, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

13145 Bay Meadow Ave, Chino, CA 91710

Breanna Catherine Slattery

Aviation, Wills, Trusts, Estate

Status: In Good Standing Licensed: 14 Years

CONTACT

Chino Hills, CA 91709

Michael Sean Kelly

Estate Planning, Commercial Real Estate, Trusts, Estate, Wills

Status: In Good Standing Licensed: 33 Years

CONTACT

3950 Civic Center Drive, Corona, CA 92880

Sherrie Davidson

Estate Planning, Family Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 17 Years

CONTACT

4295 E Jurupa St., Ontario, CA 91761

800-923-0641

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LEGAL TERMS

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

FAMILY POT TRUST

See pot trust.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

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).

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.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living 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 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). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

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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Chino Wills & Probate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Richard Scott Case

Jennifer L. Field

Kenny Tan

Sharon M. Anderson

Alan Andres Zelaya

John R. Blakely

Jason Robert Bettendorf

Breanna Catherine Slattery

Michael Sean Kelly

Sherrie Davidson

TIPS

LEGAL TERMS

BEQUEATH

FAMILY POT TRUST

PUBLISHED WORK

QTIP TRUST

GRANTOR RETAINED INCOME TRUST

ADMINISTRATION (OF AN ESTATE)

EXECUTOR

INHERIT

PER STIRPES

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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