San Marcos 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
  Your Success is our Business
3. Practice AreasExpertise
  Estate Law
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Alan Louis Geraci

Commercial Real Estate, Litigation, Estate Planning, Defamation & Slander

Status: In Good Standing Licensed: 42 Years

CONTACT

817 W San Marcos Blvd, San Marcos, CA 92078

Ione Mary Rummery

Status: In Good Standing Licensed: 23 Years

CONTACT

100 E San Marcos Blvd, San Marcos, CA 92069

William Anthony Wurch

International Tax, Wills, Trusts, Estate Planning, Business

Status: In Good Standing Licensed: 28 Years

CONTACT

100 E San Marcos Blvd, San Marcos, CA 92069

Jacqueline Marie Skay

Wills, Trusts, Estate Planning, Child Support

Status: In Good Standing

CONTACT

100 East San Marcos Boulevard, San Marcos, CA 92069

Rachel Anne Vrana

Landlord-Tenant, Estate, Divorce & Family Law

Status: In Good Standing

CONTACT

950 Boardwalk, San Marcos, CA 92078

Toni Ritchey

Power of Attorney, Other, Estate, Business Organization, Business

Status: In Good Standing Licensed: 20 Years

CONTACT

950 Boardwalk, San Marcos, CA 92078

Darius Khayat

Trusts, Estate, Corporate, Business

Status: In Good Standing

CONTACT

955 Boardwalk, San Marcos, CA 92078

Dennis Pearce Kelly

Trusts

Status: In Good Standing Licensed: 53 Years

CONTACT

952 Knoll Vista Dr, San Marcos, CA 92078

Shawn Michael Spaulding

Tax, International, Gift Taxation, Estate

Status: In Good Standing Licensed: 10 Years

CONTACT

338 Via Vera Cruz, San Marcos, CA 92078

Gita Kristina Nassiri

Trusts, Estate, Business, Wills

Status: In Good Standing Licensed: 31 Years

CONTACT

2794 Gateway Rd, Carlsbad, CA 92009

800-923-0641

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LEGAL TERMS

FAILURE OF ISSUE

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

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

HEIR APPARENT

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

NET ESTATE

The value of all property owned at death less liabilities or debts.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

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.'

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

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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San Marcos Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Alan Louis Geraci

Ione Mary Rummery

William Anthony Wurch

Jacqueline Marie Skay

Rachel Anne Vrana

Toni Ritchey

Darius Khayat

Dennis Pearce Kelly

Shawn Michael Spaulding

Gita Kristina Nassiri

TIPS

LEGAL TERMS

FAILURE OF ISSUE

DISINHERIT

HEIR APPARENT

NET ESTATE

ENDOWMENT INSURANCE

QDOT TRUST

SUCCESSION

ABSTRACT OF TRUST

REAL ESTATE AGENT

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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