Laguna Hills Estate 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
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Harry B. Gill

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Estate, Trusts, Tax, Business, Real Estate

JD (2013); LL.M Tax (2014)

Harry counsels predominately high net-worth families and closely-held businesses in a broad range of matters, including areas of taxation (state, nati... (more)

FREE CONSULTATION

CONTACT

949-867-2100

65 Enterprise, Aliso Viejo, CA 92656

Daniel J. Cooper

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Estate, Wills & Probate

Daniel J. Cooper is a California attorney and has been the sole shareholder of Daniel J. Cooper, a professional corporation, since 1980. Mr. Cooper�... (more)

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CONTACT

949-859-8456

24012 Calle De La Plata, Laguna Hills, CA 92653

Scott Feig

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Estate, Power of Attorney, Divorce & Family Law, Contract, Family Law

We understand the steps it takes for a person to reach out for legal guidance.

Scott Feig is a member of the California State Bar, California State Bar Estates Section, Orange County Bar Association Estates Section, and the Calif... (more)

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CONTACT

800-906-3031

930 Roosevelt, Irvine, CA 92620

Amy L. Koshinski

Family Law, Wills & Probate, Real Estate, Trusts

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2532 Dupont Dr., Irvine, CA 92612

Stefanie Noel Brabec

Estate Planning, Family Law, Guardianships & Conservatorships, Adoption

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15707 Rockfield Boulevard, Irvine, CA 92618

Stacy Olsen

Corporate, Business Successions, Estate Planning, Trusts

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1301 Dove Street, Newport Beach, CA 92660

Richard T. Hsueh

Employment, Estate Planning, Family Law, Litigation

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16148 Sand Canyon Avenue, Irvine, CA 92618

David W. Klasing

Franchising, Wills & Probate, Corporate, Wills

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2603 MAIN ST #1180, Irvine, CA 92614

W. Bailey Smith

Wills & Probate, Trusts, Wills

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2603 Main Street, Irvine, CA 92614

Robert L Wishner

Administrative Law, Corporate, Contract, Wills & Probate

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18022 Cowan, Irvine, CA 92614

800-814-6700

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LEGAL TERMS

MARITAL LIFE ESTATE TRUST

See AB trust.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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

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.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving 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 capita, Julie and the two grandchildren will each take a third. If, on the other hand, 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).

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

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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Laguna Hills Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Harry B. Gill

Daniel J. Cooper

Scott Feig

Amy L. Koshinski

Stefanie Noel Brabec

Stacy Olsen

Richard T. Hsueh

David W. Klasing

W. Bailey Smith

Robert L Wishner

TIPS

LEGAL TERMS

MARITAL LIFE ESTATE TRUST

FINAL BENEFICIARY

SPECIAL ADMINISTRATOR

PERSONAL PROPERTY

PUBLISHED WORK

PER CAPITA

QTIP TRUST

INVENTORY

MINERAL RIGHTS

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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