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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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W. Bailey Smith

Wills & Probate, Trusts, Wills

Status: In Good Standing

CONTACT

2603 Main Street, Irvine, CA 92614

Mary G. Finlay

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

1301 Dove Street, Newport Beach, CA 92660

Stacy Olsen

Corporate, Business Successions, Estate Planning, Trusts

Status: In Good Standing

CONTACT

1301 Dove Street, Newport Beach, CA 92660

Stuart A. McKenzie

Estate Planning, Trusts, Wills & Probate, Trusts

Status: In Good Standing

CONTACT

9042 Garfield Ave, Huntington Beach, CA 92646

Halli Baum Heston

Wills & Probate, Trusts, Estate Planning, Bankruptcy, Collection

Status: In Good Standing Licensed: 45 Years

FREE CONSULTATION

CONTACT

19700 Fairchild Rd., Irvine, CA 92612

E. Paul Tonkovich

Estate Planning, Trusts, Wills & Probate, Business

Status: In Good Standing

FREE CONSULTATION

CONTACT

7545 Irvine Center Drive, Irvine, CA 92618

Patricia Nance

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 24 Years

FREE CONSULTATION

CONTACT

1200 Quail Street, Newport Beach, CA 92660

Tamsen R. Reinheimer

Wills, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing Licensed: 20 Years

CONTACT

2855 Michelle Dr, Irvine, CA 92606

Stephen Michael Rochford

Trusts

Status: In Good Standing Licensed: 23 Years

CONTACT

1 Park Plaza, Irvine, CA 92614

Scott Allen Harshman

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

3 Park Plaza, Irvine, CA 92614

800-923-0641

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LEGAL TERMS

PETITION

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elde... (more...)

A formal written request made to a court, asking for an order or ruling on a particular matter. For example, if you want to be appointed conservator for an elderly relative, you must file a petition with a court. See also complaint.

GRANTOR

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

WARRANTY DEED

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

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.'

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...

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Irvine Trusts Lawyer, California, page 2

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

W. Bailey Smith

Mary G. Finlay

Stacy Olsen

Stuart A. McKenzie

Halli Baum Heston

E. Paul Tonkovich

Patricia Nance

Tamsen R. Reinheimer

Stephen Michael Rochford

Scott Allen Harshman

TIPS

LEGAL TERMS

PETITION

GRANTOR

WARRANTY DEED

PREDECEASED SPOUSE

CERTIFIED COPY

PRETERMITTED HEIR

TRUST MERGER

SPENDTHRIFT TRUST

LETTERS TESTAMENTARY

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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