Lake Hughes 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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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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John Paladin

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Business, Litigation, Wills & Probate, Trusts, Real Estate

Attorney and Real Estate Broker

John Paladin is a practicing attorney in the state of California. He received his J.D. from Thomas Jefferson School of Law.

FREE CONSULTATION

CONTACT

661-255-5000

PO Box 801777, Valencia, CA 91380

Michael C. Gubelli

Timeshare, Trusts, Divorce, DUI-DWI

Status: In Good Standing Licensed: 11 Years

CONTACT

27830 Firebrand Dr, Castaic, CA 91384

Robert Medhat Mansour

Estate Planning, Personal Injury, Mass Torts, Trusts, Estate

Status: In Good Standing

CONTACT

28212 Kelly Johnson Pkwy, Valencia, CA 91355

Diana Grace Vasquez

Litigation, Intellectual Property, Entertainment, Trusts

Status: In Good Standing Licensed: 12 Years

CONTACT

24306 Las Palmas St, Valencia, CA 91355

Randall F Kaiden

Wills, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 28 Years

CONTACT

27240 Turnberry Ln, Valencia, CA 91355

Troy Werner

Wills & Probate, Trusts, Bankruptcy & Debt, Accident & Injury

Status: In Good Standing Licensed: 15 Years

FREE CONSULTATION

CONTACT

27257 1/2 Camp Plenty Rd., Santa Clarita, CA 91351

Sean David Ethington

Health Care Other, Trusts

Status: In Good Standing Licensed: 24 Years

CONTACT

25000 Avenue Stanford, Valencia, CA 91355

Scott Ross Keating

Immigration, Trusts, Estate

Status: In Good Standing Licensed: 47 Years

CONTACT

23504 Cinema Dr, Valencia, CA 91355

Joy Allysa Finch

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 19 Years

CONTACT

24807 Avenue Tibbitts, Valencia, CA 91355

Stephen Lysle Snow

Wills & Probate, Trusts, Estate, Elder Law, Elder Law

Status: In Good Standing

CONTACT

28212 Kelly Johnson Pkwy, Valencia, CA 91355

800-923-0641

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LEGAL TERMS

CREDIT SHELTER TRUST

See AB trust.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

PREDECEASED SPOUSE

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

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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.

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.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

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.

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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Lake Hughes Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

John Paladin

Michael C. Gubelli

Robert Medhat Mansour

Diana Grace Vasquez

Randall F Kaiden

Troy Werner

Sean David Ethington

Scott Ross Keating

Joy Allysa Finch

Stephen Lysle Snow

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LEGAL TERMS

CREDIT SHELTER TRUST

RESIDUARY ESTATE

PREDECEASED SPOUSE

ADMINISTRATRIX

ALTERNATE BENEFICIARY

FAMILY ALLOWANCE

TRUST DEED

HOLOGRAPHIC WILL

DOWER AND CURTESY

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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