Long Beach 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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Anthony Bell

✓ VERIFIED

Accident & Injury, Employment, Estate, Immigration, Lawsuit & Dispute

Defending Your Family's Future!

Superheroes At Law's commitment is to provide you with an exceptional range of legal services tailored specifically to your unique needs! We understan... (more)

FREE CONSULTATION

CONTACT

855-694-3762

3515 Atlantic Ave #1023, Long Beach, CA 90807

Jennifer Elizabeth Larossa

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Divorce & Family Law, Estate, Divorce

Jennie LaRossa graduated from Loyola Marymount University with a B.A. in psychology and obtained her Juris Doctor from Western State University Colleg... (more)

CONTACT

562-981-1971

3711 Blvd, Long Beach, CA 90807

Victor Manuel Lopez Martinez

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Estate, Immigration

My journey in law was inspired by personal experiences and a commitment to advocating for individuals and families. Growing up in a Spanish-speaking i... (more)

CONTACT

323-236-3303

4470 Atlantic Ave, Long Beach, CA 90807

Lawrence Harvey Nemirow

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Wills, Trusts, Estate, Corporate, Contract

Lawrence Harvey Nemirow is a practicing lawyer in California handling Estate and Business matters.

CONTACT

562-799-1379

5242 Katella Ave, Los Alamitos, CA 90720

Elizabeth Theresa Apodaca

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Estate Planning, Intellectual Property, Business, Trusts, Estate

Liz Apodaca is owner and chief legal counsel at My Attorney L.A. where she specializes in Estate Planning, Probate and related areas of practice. A... (more)

CONTACT

562-608-3284

13601 Whittier Blvd, Whittier, CA 90605

John J. Stanton

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Estate, Wills & Probate, Trusts, Estate Planning, Divorce & Family Law

Hiring a lawyer can be intimidating. Stepping into a lawyer's office can be even more stressful. At our firm, however, we strive to take the stress ou... (more)

CONTACT

800-856-9850

1370 Brea Boulevard, Fullerton, CA 92835

John R Ramos

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Estate, Trusts

John Ramos is a practicing lawyer in the state of California.

CONTACT

323-721-2514

2509 W Beverly Blvd, Montebello, CA 90640

Frank D. Granato

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Real Estate, Landlord-Tenant, Bankruptcy, Business, Wills & Probate

No need to hire a multitude of attorneys. My team of dedicated legal professionals is well-versed in many specialized areas. We will not advocate for... (more)

FREE CONSULTATION

CONTACT

800-958-1311

333 S Anita Dr, Orange, CA 92868

George Steven Louis

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

George Louis is a practicing lawyer in the state of California,

CONTACT

833-303-4529

1100 Town and Country, Orange, CA 92868

David Richard Johanson

✓ VERIFIED

Criminal, Estate

Cum Laude

David assists clients in general corporate matters and in employee ownership, benefit, ERISA, and related business matters, with an emphasis on execut... (more)

CONTACT

707-299-2470

445 S. Figueroa, Los Angeles, CA 90071

800-923-0641

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800-943-8690

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LEGAL TERMS

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.

NET ESTATE

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

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.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.

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.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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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Long Beach Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Anthony Bell

Jennifer Elizabeth Larossa

Victor Manuel Lopez Martinez

Lawrence Harvey Nemirow

Elizabeth Theresa Apodaca

John J. Stanton

John R Ramos

Frank D. Granato

George Steven Louis

David Richard Johanson

TIPS

LEGAL TERMS

ENDOWMENT INSURANCE

NET ESTATE

PROBATE COURT

STATUTORY SHARE

CERTIFIED COPY

ALTERNATE BENEFICIARY

TRUST MERGER

AUGMENTED ESTATE

GROSS ESTATE

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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