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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

Katie Quynh Le

Immigration, Wills, Trusts, Personal Injury

Status: In Good Standing Licensed: 12 Years

CONTACT

10971 Garden Grove Blvd, Garden Grove, CA 92843

Hung Nguyen

Immigration, Wills, Trusts, Family Law

Status: In Good Standing Licensed: 12 Years

CONTACT

12966 Euclid St, Garden Grove, CA 92840

Alan Leigh Armstrong

Wills, Trusts, Estate, Bankruptcy

Status: In Good Standing

CONTACT

16835 Algonquin St, Huntington Beach, CA 92649

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

Paige Merrill Baker

Real Estate, Wills, Trusts, Estate

Status: In Good Standing

CONTACT

1970 Old Tustin Ave, Santa Ana, CA 92705

Richard Cooper Watson

Commercial Real Estate, Wills, Merger & Acquisition, Corporate

Status: In Good Standing Licensed: 16 Years

CONTACT

1602 E 4Th St, Santa Ana, CA 92701

Paula Ann Clarkson

Wills, Wills & Probate, Trusts, Gift Taxation

Status: In Good Standing Licensed: 26 Years

CONTACT

1551 N Tustin Ave, Santa Ana, CA 92705

Stephen Michael Magro

Litigation, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 37 Years

CONTACT

14101 Yorba St, Tustin, CA 92780

Kirk McIntosh

Power of Attorney, Wills & Probate, Trusts, Estate, Car Accident

Status: In Good Standing Licensed: 40 Years

FREE CONSULTATION

CONTACT

129 W. Wilson St., Costa Mesa, CA 92627

Timothy Joseph Kay

International Tax, Wills, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

600 Anton Blvd, Costa Mesa, CA 92626

800-923-0641

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LEGAL TERMS

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

MARITAL LIFE ESTATE TRUST

See AB trust.

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.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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.

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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Garden Grove Wills & Probate Lawyer, California, page 4

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Katie Quynh Le

Hung Nguyen

Alan Leigh Armstrong

Barbara J. Dibble

Paige Merrill Baker

Richard Cooper Watson

Paula Ann Clarkson

Stephen Michael Magro

Kirk McIntosh

Timothy Joseph Kay

TIPS

LEGAL TERMS

DEATH TAXES

ESTATE TAXES

TRUSTEE

TAKING AGAINST THE WILL

MARITAL LIFE ESTATE TRUST

BYPASS TRUST

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

ENDOWMENT INSURANCE

HOLOGRAPHIC WILL

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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