La Mesa Trusts 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
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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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Joanne Patricia Cohen

Other, Government, Trusts, Estate

Status: In Good Standing Licensed: 32 Years

CONTACT

8166 La Mesa Blvd, La Mesa, CA 91942

Ron Hal Oberndorfer

Estate Planning, Contract, Trusts, Estate, Wills

Status: In Good Standing

CONTACT

8166 La Mesa Blvd, La Mesa, CA 91942

Alexandra Therese Webber

Wills, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

8080 La Mesa Blvd, La Mesa, CA 91942

Freddy Abraham Garmo

Real Estate, Trusts

Status: In Good Standing Licensed: 29 Years

CONTACT

5464 Grossmont Center Dr, La Mesa, CA 91942

Mark John M. Ignacio

Trusts

Status: In Good Standing Licensed: 12 Years

CONTACT

7317 El Cajon Blvd, La Mesa, CA 91942

Larry David Mcgill

Trusts, Estate

Status: In Good Standing Licensed: 36 Years

CONTACT

9131 Fletcher Pkwy, La Mesa, CA 91942

Mathew William Simone

Trusts, Estate

Status: In Good Standing Licensed: 41 Years

CONTACT

9131 Fletcher Pkwy, La Mesa, CA 91942

Andrew Joseph Breskin

Trusts, Corporate, Administrative Law, Business

Status: In Good Standing Licensed: 15 Years

CONTACT

4905 Art St, San Diego, CA 92115

Julia Austin Solaegui

Trusts, Estate

Status: In Good Standing Licensed: 11 Years

CONTACT

275 E Douglas Ave, El Cajon, CA 92020

Autumn Danielle Springfield

Business, Contract, Entertainment, Trusts

Status: In Good Standing Licensed: 17 Years

CONTACT

200 Civic Center Way, El Cajon, CA 92020

800-923-0641

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LEGAL TERMS

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.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

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.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

FAILURE OF ISSUE

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

WARRANTY DEED

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

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

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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La Mesa Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Joanne Patricia Cohen

Ron Hal Oberndorfer

Alexandra Therese Webber

Freddy Abraham Garmo

Mark John M. Ignacio

Larry David Mcgill

Mathew William Simone

Andrew Joseph Breskin

Julia Austin Solaegui

Autumn Danielle Springfield

TIPS

LEGAL TERMS

LAPSE

IN TERROREM

PERSONAL PROPERTY

CERTIFIED COPY

SPECIAL ADMINISTRATOR

FAILURE OF ISSUE

WARRANTY DEED

INHERIT

DISTRIBUTEE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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