Lakeside 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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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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Deward Joseph Houck

Landlord-Tenant, Trusts, Estate, Employment

Status: In Good Standing Licensed: 35 Years

CONTACT

9344 Hillvale Ln, Lakeside, CA 92040

Autumn Danielle Springfield

Business, Contract, Entertainment, Trusts

Status: In Good Standing Licensed: 17 Years

CONTACT

200 Civic Center Way, El Cajon, CA 92020

Robert Michael Gibson

Mass Torts, Trusts, Personal Injury, Accident & Injury

Status: In Good Standing Licensed: 25 Years

CONTACT

655 Park Center Dr, Santee, CA 92071

Julia Austin Solaegui

Trusts, Estate

Status: In Good Standing Licensed: 11 Years

CONTACT

275 E Douglas Ave, El Cajon, CA 92020

Michael John Martindill

Trusts, Estate

Status: In Good Standing Licensed: 41 Years

CONTACT

Alpine, CA 91903

Emil Alfred Joseph Zuccaro

Real Estate, Litigation, Trusts, Business

Status: In Good Standing Licensed: 45 Years

CONTACT

2710 Alpine Blvd, Alpine, CA 91901

Jennifer L Hughes

Trusts, Estate, Business, Accident & Injury

Status: In Good Standing Licensed: 16 Years

CONTACT

Ramona, CA 92065

Susan Jean Sanders

Trusts, Family Law

Status: In Good Standing Licensed: 28 Years

CONTACT

13025 Danielson St, Poway, CA 92064

E James H Jeffries

Other, Trusts, Estate Planning, Family Law

Status: In Good Standing Licensed: 53 Years

CONTACT

14130 Los Nietos Ave, Poway, CA 92064

Mathew William Simone

Trusts, Estate

Status: In Good Standing Licensed: 41 Years

CONTACT

9131 Fletcher Pkwy, La Mesa, CA 91942

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.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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.

DEVISEE

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

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

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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Lakeside Trusts Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Deward Joseph Houck

Autumn Danielle Springfield

Robert Michael Gibson

Julia Austin Solaegui

Michael John Martindill

Emil Alfred Joseph Zuccaro

Jennifer L Hughes

Susan Jean Sanders

E James H Jeffries

Mathew William Simone

TIPS

LEGAL TERMS

DOWER AND CURTESY

INCOMPETENCE

PETITION

DEVISEE

SPECIFIC BEQUEST

SUCCESSOR TRUSTEE

SPENDTHRIFT TRUST

GRANTOR RETAINED INCOME TRUST

PUBLIC ADMINISTRATOR

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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