La Palma Estate Planning 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
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: Gift Taxation

Cindy Strom Arellano

International, Gift Taxation, Employee Rights, Business

Status: In Good Standing Licensed: 31 Years

CONTACT

12800 Center Court Dr, Artesia, CA 90703

John Edward James

Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 48 Years

CONTACT

12800 Center Court Dr, Artesia, CA 90703

Steven S Chung

Internet, Science, Technology & Internet, Immigration, Gift Taxation

Status: In Good Standing Licensed: 18 Years

CONTACT

13337 South St, Artesia, CA 90703

Kimberly Christine Ludwin

Other, Internet, Estate Planning, Corporate

Status: In Good Standing Licensed: 15 Years

CONTACT

12800 Center Court Dr, Artesia, CA 90703

Earth A. Shah

Tax, Litigation, Immigration, Gift Taxation

Status: In Good Standing Licensed: 9 Years

CONTACT

16521 Redwood Dr, Artesia, CA 90703

Richard Maximilian Lehn

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 56 Years

CONTACT

9530 E Imperial Hwy, Downey, CA 90242

Richard Anton Lehn

Tax, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 56 Years

CONTACT

9530 E Imperial Hwy, Downey, CA 90242

Robert Jan Suhajda

Gift Taxation, Tax

Status: In Good Standing Licensed: 22 Years

CONTACT

17721 Norwalk Blvd, Artesia, CA 90701

Laura Elena Claveran

Personal Injury, Estate Planning, Estate, Personal Injury

Status: In Good Standing Licensed: 42 Years

CONTACT

5150 E Pacific Coast Hwy, Carson, CA 90804

Renee Marie Rodda

International, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 20 Years

CONTACT

1134 N Gilbert, Anaheim, CA 92801

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.

FAILURE OF ISSUE

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

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.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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La Palma Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Cindy Strom Arellano

John Edward James

Steven S Chung

Kimberly Christine Ludwin

Earth A. Shah

Richard Maximilian Lehn

Richard Anton Lehn

Robert Jan Suhajda

Laura Elena Claveran

Renee Marie Rodda

TIPS

LEGAL TERMS

PETITION

FAILURE OF ISSUE

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

FAMILY ALLOWANCE

ABSTRACT OF TRUST

BANKRUPTCY ESTATE

PER STIRPES

INTER VIVOS TRUST

HEIR APPARENT

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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