Fullerton Estate Planning 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: Gift Taxation

John J. Stanton

✓ VERIFIED

Estate, Wills & Probate, Trusts, Estate Planning, Divorce & Family Law

Hiring a lawyer can be intimidating. Stepping into a lawyer's office can be even more stressful. At our firm, however, we strive to take the stress ou... (more)

CONTACT

800-856-9850

1370 Brea Boulevard, Fullerton, CA 92835

Jerry D. Mackey

Estate Planning, Corporate, Non-profit, Business Organization

Status: In Good Standing

CONTACT

(By Appointment Only), North Orange County Office, 2260 North State College Boulevard, Fullerton, CA 92831

James Ho-Sik Park

Wills & Probate, Estate Planning, Estate, Business

Status: In Good Standing

CONTACT

Fullerton, CA 92837

James Hong

Litigation, Estate Planning, Bankruptcy, Bankruptcy & Debt

Status: In Good Standing

CONTACT

1370 N. Brea Blvd, Fullerton, CA 92835

Paul Miller

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts

Status: In Good Standing

CONTACT

1235 N Harbor Blvd, Fullerton, CA 92832

Richard Selwyn Price

Trusts, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 42 Years

CONTACT

1235 N Harbor Blvd, Fullerton, CA 92832

Emanuela Gentile

Commercial Real Estate, Trusts, Estate Planning

Status: In Good Standing Licensed: 17 Years

CONTACT

1440 N Harbor Blvd, Fullerton, CA 92835

Aaron Charles Gregg

Power of Attorney, Litigation, Trusts, Estate Planning, Civil & Human Rights

Status: In Good Standing

CONTACT

110 E Wilshire Ave, Fullerton, CA 92832

Barbara J. Dibble

Mental Health, Wills & Probate, Estate Planning, Elder Law

Status: In Good Standing Licensed: 34 Years

CONTACT

1235 N Harbor Blvd, Fullerton, CA 92832

Ning Xie

Tax, Gift Taxation

Status: In Good Standing Licensed: 10 Years

CONTACT

425 W Orangethorpe Ave, Fullerton, CA 92832

800-923-0641

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LEGAL TERMS

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.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

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.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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).

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

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. ...

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Fullerton Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

John J. Stanton

Jerry D. Mackey

James Ho-Sik Park

James Hong

Paul Miller

Richard Selwyn Price

Emanuela Gentile

Aaron Charles Gregg

Barbara J. Dibble

Ning Xie

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRUST

PRETERMITTED HEIR

FINAL BENEFICIARY

HOLOGRAPHIC WILL

LAPSE

ESTATE PLANNING

DEVISEE

CHARITABLE TRUST

INVENTORY

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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