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

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

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.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

FUNDING A TRUST

Transferring ownership of property to a trust.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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

PROBATE

REAL ESTATE AGENT

BEQUEATH

FUNDING A TRUST

RESIDUARY BENEFICIARY

LIFE BENEFICIARY

FAILURE OF ISSUE

SELF-PROVING WILL

TRUSTEE POWERS

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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