La Puente Estate Lawyer, California, page 7

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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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Lorraine Tafoya

Trusts, Estate, Family Law, Divorce & Family Law, Business

Status: In Good Standing Licensed: 43 Years

CONTACT

382 N Lemon Ave, Whittier, CA 91789

Javier Horacio Castillo

Litigation, Trusts, Bankruptcy, Personal Injury

Status: In Good Standing Licensed: 23 Years

CONTACT

145 E Rowland St, Covina, CA 91723

Philip Loudon Goar

Other, Federal Appellate Practice, Trusts

Status: Inactive Licensed: 57 Years

CONTACT

13971 Summit Dr, Whittier, CA 90602

Anton W Kerckhoff

Real Estate, Trusts, Estate

Status: Inactive Licensed: 67 Years

CONTACT

280 E Rowland St, Covina, CA 91723

Paul Anthony Eads

Estate Planning, Family Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 19 Years

CONTACT

635 S 1St Ave, Covina, CA 91723

Pete Carter Schroepfer

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 13 Years

CONTACT

20101 Valley Blvd, Whittier, CA 91789

Kelly Jon Warren

Deportation, Immigration, Trusts, Civil Rights, Banking & Finance

Status: In Good Standing Licensed: 43 Years

CONTACT

155 W Badillo St, Covina, CA 91723

Kevin Stapleton

Real Estate, Estate Planning, Trusts, Wills

Status: In Good Standing Licensed: 47 Years

CONTACT

401 E Rowland Ave, Covina, CA 91723

Victoria Prusas Stapleton

Trusts, Estate Planning, Estate, Wills

Status: In Good Standing Licensed: 44 Years

CONTACT

401 E Rowland St, Covina, CA 91723

Kathrine D. Stapleton

Other, Government, Estate Planning, Trusts

Status: In Good Standing Licensed: 10 Years

CONTACT

401 E Rowland St, Covina, CA 91723

800-923-0641

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LEGAL TERMS

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

PREDECEASED SPOUSE

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

IRREVOCABLE TRUST

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

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.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

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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La Puente Estate Lawyer, California, page 7

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Lorraine Tafoya

Javier Horacio Castillo

Philip Loudon Goar

Anton W Kerckhoff

Paul Anthony Eads

Pete Carter Schroepfer

Kelly Jon Warren

Kevin Stapleton

Victoria Prusas Stapleton

Kathrine D. Stapleton

TIPS

LEGAL TERMS

CHARITABLE TRUST

PREDECEASED SPOUSE

IRREVOCABLE TRUST

LAPSE

DEVISEE

TRUST MERGER

PROBATE

BEQUEATH

PROBATE COURT

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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