Encinitas Estate Planning 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

Includes: Gift Taxation

Jeffrey Michael Brown

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

Status: Inactive Licensed: 36 Years

CONTACT

740 Munevar Rd, Cardiff By The Sea, CA 92007

Kristin Marie Fowle Smith

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: Inactive Licensed: 18 Years

CONTACT

1835 Lahoud Dr, Cardiff By The Sea, CA 92007

Susan Denise Nattrass

Other, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 29 Years

CONTACT

2334 Newcastle Ave, Cardiff By The Sea, CA 92007

Nicholas Benjamin Buss

International, Agriculture, Gift Taxation, Business

Status: In Good Standing Licensed: 9 Years

CONTACT

Cardiff By The Sea, CA 92007

Susan Denise Nattrass

Tax, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 28 Years

CONTACT

N/A, Cardiff By The Sea, CA 92007

Jerry Haller Sankary

International, Gift Taxation

Status: Inactive Licensed: 48 Years

CONTACT

Cardiff By The Sea, CA 92007

Susan Bartell Palay

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

2458 Unicornio St, Carlsbad, CA 92009

Samuel Aaron Lemon

International Tax, International, Gift Taxation, Tax

Status: In Good Standing Licensed: 11 Years

CONTACT

2031 Ladera Ct, Carlsbad, CA 92009

Stephen Lane Feldman

Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 51 Years

CONTACT

2538 Navarra Dr, Carlsbad, CA 92009

Erica R Siegman

Tax, Trusts, Gift Taxation, Consumer Protection

Status: In Good Standing Licensed: 26 Years

CONTACT

8041 Paseo Avellano, Carlsbad, CA 92009

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

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.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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.

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.'

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

NET ESTATE

The value of all property owned at death less liabilities or debts.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

Encinitas Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Jeffrey Michael Brown

Kristin Marie Fowle Smith

Susan Denise Nattrass

Nicholas Benjamin Buss

Susan Denise Nattrass

Jerry Haller Sankary

Susan Bartell Palay

Samuel Aaron Lemon

Stephen Lane Feldman

Erica R Siegman

TIPS

LEGAL TERMS

REAL ESTATE AGENT

BYPASS TRUST

CHARITABLE TRUST

QTIP TRUST

TRUST CORPUS

HEIR AT LAW

NET ESTATE

BANKRUPTCY ESTATE

SECONDARY MEANING

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

SORT BY:

FILTER BY:

PRACTICE AREAS

NEARBY CITY SUGGESTIONS

Lawyer.com Legal Protection Plan

Premium Membership

Additional Services

Resources

My Account Details