Indian Wells Estate Lawyer, California, page 3

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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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Jeremy Joshua Ofseyer

Foreclosure, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

74000 Country Club Dr, Indian Wells, CA 92260

Bruce Rea Durkee

Commercial Real Estate, Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 21 Years

CONTACT

77772 Flora Rd, Palm Desert, CA 92211

Stephen Anthony Sindoni

Trusts

Status: In Good Standing Licensed: 46 Years

CONTACT

71650 Sahara Rd, Rancho Mirage, CA 92270

Aaron Frank Garcia

Real Estate, Litigation, Trusts, Consumer Protection

Status: In Good Standing Licensed: 23 Years

CONTACT

71780 San Jacinto Dr, Rancho Mirage, CA 92270

David Vreeland Humphrey

Lawsuit & Dispute, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

41610 Indian Trl, Rancho Mirage, CA 92270

Stephanie Lynn Weisman

Lawsuit & Dispute, Trusts, Estate, Business

Status: In Good Standing Licensed: 14 Years

CONTACT

41604 Indian Trl, Rancho Mirage, CA 92270

Terry Joan Stambler-Wolfe

Estate Planning, Municipal, Elder Law, Land Use & Zoning, Real Estate

Status: In Good Standing Licensed: 31 Years

CONTACT

Palm Desert, CA 92255

Dennis James Healey

Other, Trusts, Employee Rights, Wrongful Death

Status: In Good Standing Licensed: 55 Years

CONTACT

Indian Wells, CA 92261

Mary Pautler Kelly

Trusts, Estate

Status: In Good Standing Licensed: 37 Years

CONTACT

74916 Us Highway 111, Indian Wells, CA 92210

Dennis James Healey

Other, Trusts, Estate, Unfair Labor Practices, Civil & Human Rights

Status: In Good Standing Licensed: 55 Years

CONTACT

Indian Wells, CA 92261

800-923-0641

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LEGAL TERMS

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.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

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.

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.

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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Indian Wells Estate Lawyer, California, page 3

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Jeremy Joshua Ofseyer

Bruce Rea Durkee

Stephen Anthony Sindoni

Aaron Frank Garcia

David Vreeland Humphrey

Stephanie Lynn Weisman

Terry Joan Stambler-Wolfe

Dennis James Healey

Mary Pautler Kelly

Dennis James Healey

TIPS

LEGAL TERMS

ENDOWMENT INSURANCE

POUR-OVER WILL

IRREVOCABLE TRUST

ACCUMULATION TRUST

GRANTOR

SELF-PROVING WILL

CONSERVATOR

ESTATE TAXES

GENERATION-SKIPPING TRANSFER TAX

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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