Dulzura 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
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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Includes: Estate Administration, Living Wills, Wills

Alan Arthur Abrams

Wills, Trusts, Criminal

Status: In Good Standing Licensed: 32 Years

CONTACT

6601 Jackson Dr, San Diego, CA 92119

Alexandra Therese Webber

Wills, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

8080 La Mesa Blvd, La Mesa, CA 91942

Amanda Marie Cook

Estate Planning, International Tax, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

3131 Camino Del Rio N, San Diego, CA 92108

Ana Frances Smith

General Practice

Status: In Good Standing Licensed: 22 Years

CONTACT

4738 Norma Dr, San Diego, CA 92115

Araceli Pantoja Tovar

International, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 29 Years

CONTACT

251 Madrona St, Chula Vista, CA 91910

Benjamin Soulek Green

Commercial Real Estate, Wills, Trusts, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

227 3Rd Ave, Chula Vista, CA 91910

Carl A. Larson

Wills, Trusts, Estate Planning, Business

Status: Suspended

CONTACT

3121 Sweetwater Springs Blvd, Spring Valley, CA 91978

Carol Battaglia

Social Security -- Disability, Medicare & Medicaid, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 49 Years

CONTACT

9747 Businesspark Ave, San Diego, CA 92131

Charles Benjamin Harris

Litigation, Oil & Gas, Wills, Trusts

Status: In Good Standing Licensed: 67 Years

CONTACT

8697 La Mesa Blvd, La Mesa, CA 91942

Charles B. Harris

Oil & Gas, Industry Specialties, Wills, Estate

Status: In Good Standing

CONTACT

8697 La Mesa Blvd, La Mesa, CA 91942

800-923-0641

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LEGAL TERMS

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

TITLE COMPANY

A company that issues title insurance.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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.

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.

DEED OF TRUST

See trust deed.

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.

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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Dulzura Wills & Probate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Alan Arthur Abrams

Alexandra Therese Webber

Amanda Marie Cook

Ana Frances Smith

Araceli Pantoja Tovar

Benjamin Soulek Green

Carl A. Larson

Carol Battaglia

Charles Benjamin Harris

Charles B. Harris

TIPS

LEGAL TERMS

INCOMPETENCE

QDOT TRUST

TITLE COMPANY

RULE AGAINST PERPETUITIES

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

REAL ESTATE AGENT

DISINHERIT

DEED OF TRUST

SPECIFIC BEQUEST

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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