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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.

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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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Adrien Medvei

Litigation, Trusts, Family Law, Personal Injury

Status: In Good Standing Licensed: 27 Years

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655 N Central Ave, Glendale, CA 91203

Adrienne Helen Mckay

International, Trusts, Estate

Status: In Good Standing Licensed: 19 Years

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1888 Century Park E, Los Angeles, CA 90067

Adrienne Kay Miller

Trusts, Estate

Status: In Good Standing

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1633 Erringer Rd, Simi Valley, CA 93065

Afshin Andrew Asher

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 27 Years

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1901 Avenue Of The Stars, Los Angeles, CA 90067

Agnes Sau-Chun Chiu

Government, Trusts

Status: In Good Standing Licensed: 33 Years

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3733 Rosemead Blvd, Rosemead, CA 91770

Agnes Gretchen Ter-Arutunyan

Trusts, Workers' Compensation

Status: In Good Standing

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444 South Figueroa Street, Los Angeles, CA 90071

Agnes Ordubegian Martin

Defect and Lemon Law, Trusts, Estate Planning, Bankruptcy & Debt

Status: In Good Standing Licensed: 23 Years

CONTACT

321 N Pass Ave, Burbank, CA 91505

Agnieszka Maria Askov

Trusts

Status: In Good Standing Licensed: 10 Years

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6303 Morgan Way, Buena Park, CA 90620

Agnieszka Askov

Traffic, Trusts

Status: In Good Standing

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6303 Morgan Way, Buena Park, CA 90620

Ahmed Shaikh

Wills, Trusts, Estate Planning, Business

Status: In Good Standing

CONTACT

600 Anton Blvd, Costa Mesa, CA 92626

800-923-0641

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LEGAL TERMS

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

MARITAL LIFE ESTATE TRUST

See AB trust.

FUNDING A TRUST

Transferring ownership of property to a trust.

SUCCESSOR TRUSTEE

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

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.

SURROGATE COURT

See probate court.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

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.

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 8

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Adrien Medvei

Adrienne Helen Mckay

Adrienne Kay Miller

Afshin Andrew Asher

Agnes Sau-Chun Chiu

Agnes Gretchen Ter-Arutunyan

Agnes Ordubegian Martin

Agnieszka Maria Askov

Agnieszka Askov

Ahmed Shaikh

TIPS

LEGAL TERMS

WARRANTY DEED

MARITAL LIFE ESTATE TRUST

FUNDING A TRUST

SUCCESSOR TRUSTEE

ALTERNATE BENEFICIARY

SURROGATE COURT

PROBATE

SPRINKLING TRUST

RESIDUARY ESTATE

SAMPLE LEGAL CASES

Schwartz v. Labow

In re Estate of Young

Bilafer v. Bilafer

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