La Mirada Wills & Probate Lawyer, California, page 2

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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
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Includes: Estate Administration, Living Wills, Wills

Jacquelyn Michelle Santos

Wills, Trusts, Estate

Status: Licensed: 11 Years

CONTACT

15242 Caravaca Rd, La Mirada, CA 90638

Jasmine Eileen Gomez

Trusts, Wills

Status: Licensed: 3 Years

CONTACT

18000 Studebaker Rd, Artesia, CA 90703

Jeffrey Donald Kent

Wills & Probate, Criminal

Status:

CONTACT

1400 N Harbor Blvd, Fullerton, CA 92835

Jessica Patrice Gomez

Litigation, Wills & Probate, Employee Rights

Status: Licensed: 9 Years

CONTACT

14901 Adelfa Dr, La Mirada, CA 90637

John Patrick Horgan

General Practice

Status: Licensed: 49 Years

CONTACT

8081 Stanton Ave, Sacramento, CA 95812

John Joseph Gottes

Wills, Trusts, Estate

Status: Licensed: 76 Years

CONTACT

6723 Washington Ave, Whittier, CA 90601

John James Barcal

Estate Planning, International Tax, Trusts, Estate, Wills

Status: Licensed: 56 Years

CONTACT

1301 East Rd, La Habra, CA 90631

Joseph Kunwoo Lee

Education, Intellectual Property, Wills, Administrative Law

Status: Licensed: 12 Years

CONTACT

12800 Center Court Drive South, Artesia, CA 90703

Karyn Kristine Reed

Wills & Probate, Business

Status:

CONTACT

305 N. Harbor Boulevard, Fullerton, CA 92832

Majid Taheran

Wills, Trusts, Gift Taxation, Criminal

Status: Licensed: 12 Years

CONTACT

731 N Beach Blvd, La Habra, CA 90631

800-923-0641

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LEGAL TERMS

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

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.

PREDECEASED SPOUSE

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

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

SURROGATE COURT

See probate court.

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.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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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La Mirada Wills & Probate Lawyer, California, page 2

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Jacquelyn Michelle Santos

Jasmine Eileen Gomez

Jeffrey Donald Kent

Jessica Patrice Gomez

John Patrick Horgan

John Joseph Gottes

John James Barcal

Joseph Kunwoo Lee

Karyn Kristine Reed

Majid Taheran

TIPS

LEGAL TERMS

DOWER AND CURTESY

TRUST DEED

RULE AGAINST PERPETUITIES

GENERATION-SKIPPING TRANSFER TAX

PREDECEASED SPOUSE

STATUTORY SHARE

SURROGATE COURT

CERTIFIED COPY

ABATEMENT

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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