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

Amy Elizabeth Frazee

Wills, Estate

Status: In Good Standing

CONTACT

489 N Central Ave, Upland, CA 91786

Andrew David Smith

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

Status: In Good Standing Licensed: 20 Years

CONTACT

800 N Haven Ave, Chino, CA 91764

Anthony Allison Sears

Landlord-Tenant, Land Use & Zoning, Agriculture, Wills, Environmental Law

Status: In Good Standing Licensed: 37 Years

CONTACT

846 W Foothill Blvd, Upland, CA 91786

Anthony Wallach Beck

Power of Attorney, Immigration, Wills & Probate, Workers' Compensation

Status: In Good Standing Licensed: 44 Years

CONTACT

160 East Via Verde, San Dimas, CA 91773

Bonnie Flinn Emadi

General Practice

Status: In Good Standing Licensed: 27 Years

CONTACT

144 N Indian Hill Blvd, Claremont, CA 91711

800-923-0641

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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.'

SURROGATE COURT

See probate court.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

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.

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.

CURATOR

See conservator.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

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.

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

Amy Elizabeth Frazee

Andrew David Smith

Anthony Allison Sears

Anthony Wallach Beck

Bonnie Flinn Emadi

TIPS

LEGAL TERMS

ABSTRACT OF TRUST

SURROGATE COURT

GENERATION-SKIPPING TRUST

PER STIRPES

QTIP TRUST

CURATOR

KINDRED

GRANT DEED

ESTATE PLANNING

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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