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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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Abbas K Gokal

Trusts, Estate, Employment, Accident & Injury

Status: In Good Standing Licensed: 15 Years

CONTACT

26080 Towne Center Drive, Foothill Ranch, CA 92610

Abby Lynn Turnoff Feinman

Commercial Real Estate, Trusts, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

2029 Century Park E, Los Angeles, CA 90067

Abdul Malik Dantala Freeman

General Practice

Status: In Good Standing Licensed: 34 Years

CONTACT

933 N Grand Ave, Covina, CA 91724

Abe Z. Chaballout

Trusts, Business

Status: In Good Standing

CONTACT

235 W Mission Blvd, Diamond Bar, CA 91766

Abel Adalberto Rugamas

Products Liability, Trusts, Contract, Criminal

Status: In Good Standing Licensed: 3 Years

CONTACT

444 S Flower St, Los Angeles, CA 90071

Abigail Jean Ryan McLaughlin

Real Estate, Trusts, Federal Appellate Practice

Status: In Good Standing Licensed: 8 Years

CONTACT

633 W 5Th St, Los Angeles, CA 90071

Abraham I. Pariser

Litigation, Lawsuit & Dispute, Trusts, Household Mold

Status: In Good Standing Licensed: 8 Years

CONTACT

11300 WEST OLYMPIC BLVD,, Los Angeles, CA 90064

Adam Sean Gauthier

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 18 Years

CONTACT

128 Auburn Ct, Newbury Park, CA 91362

Adam Fredric Streisand

Litigation, Science, Technology & Internet, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1901 Avenue Of The Stars, Los Angeles, CA 90067

Adam Lee Streltzer

Litigation, Trusts, Business, Bankruptcy & Debt

Status: In Good Standing Licensed: 30 Years

CONTACT

1801 Century Park E, Los Angeles, CA 90067

800-923-0641

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LEGAL TERMS

NET ESTATE

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

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

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.

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.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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.'

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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Los Angeles Trusts Lawyer, California, page 6

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Abbas K Gokal

Abby Lynn Turnoff Feinman

Abdul Malik Dantala Freeman

Abe Z. Chaballout

Abel Adalberto Rugamas

Abigail Jean Ryan McLaughlin

Abraham I. Pariser

Adam Sean Gauthier

Adam Fredric Streisand

Adam Lee Streltzer

TIPS

LEGAL TERMS

NET ESTATE

ANCILLARY PROBATE

INVESTOR

PROBATE COURT

AUGMENTED ESTATE

TRUSTEE POWERS

GENERATION-SKIPPING TRANSFER TAX

ABSTRACT OF TRUST

DOWER AND CURTESY

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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