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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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Stephen Burton

✓ VERIFIED

Bankruptcy & Debt, Estate, Lawsuit & Dispute, Real Estate, Tax

Attorney Burton got his first exposure to bankruptcy law early in his career: while still in law school, he clerked with a law firm that specialized i... (more)

FREE CONSULTATION

CONTACT

818-501-5055

16133 Ventura Boulevard, Encino, CA 91436

Peta-Gay Melissa Gordon

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Estate, Wills & Probate

Ms. Gordon received her Juris Doctor from the University of Southern California Gould School of Law, where she was the Development Editor for the Sout... (more)

CONTACT

800-968-0850

16133 Ventura Blvd PH, Encino, CA 91436

Shawn David Jacobson

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Accident & Injury, Real Estate, Employment, Business, Estate

Shawn D. Jacobson believes that all clients should receive the same care and attention. Shawn has litigated hundreds of cases throughout his career an... (more)

CONTACT

800-788-2170

17941 Ventura Blvd, Encino, CA 91316

Sal Perez

Bankruptcy & Debt, Estate

CONTACT

866-210-1722

6345 Balboa Boulevard, Encino, CA 91316

Candace J Arroyo

Bankruptcy, Estate

CONTACT

866-210-1722

6345 Balboa Blvd., Encino, CA 91316

Alice A. Salvo

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Estate, Elder Law, Wills & Probate, Power of Attorney

Alice A. Salvo has over 20 years of experience in Probate, Estate Planning, Special Needs Trusts and Elder Law for Medi-Cal planning and long term car... (more)

FREE CONSULTATION

CONTACT

800-852-0231

20350 Ventura Boulevard, Woodland Hills, CA 91364

Navid Kanani

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Employment, Employment Discrimination, Labor Law, Estate, Nursing Home

Navid Kanani is an attorney located in Woodland Hills specializing in employment, real estate, and litigation.

FREE CONSULTATION

CONTACT

800-970-4621

20501 Ventura Blvd, Woodland Hills, CA 91364

Les J. Wolin

Corporate, Wills & Probate, Tax

Status: In Good Standing

CONTACT

15760 Ventura Boulevard, Encino, CA 91436

Gerald L. Kane

Estate, Guardianships & Conservatorships, Elder Law, Wills & Probate

Status: In Good Standing

FREE CONSULTATION

CONTACT

16255 Ventura Boulevard, Encino, CA 91436

Eugene M. Rubinstein

Estate Planning, Family Law, Litigation, Real Estate

Status: In Good Standing

CONTACT

16055 Ventura Boulevard, Encino, CA 91436

800-923-0641

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LEGAL TERMS

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.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

WARRANTY DEED

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

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.

CURATOR

See conservator.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

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 ...

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Encino Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Stephen Burton

Peta-Gay Melissa Gordon

Shawn David Jacobson

Sal Perez

Candace J Arroyo

Alice A. Salvo

Navid Kanani

Les J. Wolin

Gerald L. Kane

Eugene M. Rubinstein

TIPS

LEGAL TERMS

SUCCESSION

SUMMARY PROBATE

WARRANTY DEED

PER STIRPES

CURATOR

HEIR APPARENT

GENERATION-SKIPPING TRANSFER TAX

ALTERNATE BENEFICIARY

PERSONAL PROPERTY

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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