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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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David E. Simon

Commercial Real Estate, Real Estate, Wills & Probate, Personal Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

841 Apollo Sreet, El Segundo, CA 90245

Scott P. Schomer

Estate, Estate Planning, Wills & Probate

Status: In Good Standing

CONTACT

222 North Sepulveda Blvd., El Segundo, CA 90245

Sibylle Grebe

Wills & Probate, Estate Administration, Estate, Guardianships & Conservatorships

Status: In Good Standing

CONTACT

3424 W. Carson Street, Torrance, CA 90503

Anthony J. Ward

Business Organization, Estate Planning, Family Law, Personal Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

3848 West Carson Street, Torrance, CA 90503

Liran R. Aliav

Trusts, Estate

Status: In Good Standing Licensed: 11 Years

CONTACT

222 N Sepulveda Blvd, El Segundo, CA 90245

Roxanna Basetvat

Trusts, Estate

Status: In Good Standing Licensed: 11 Years

CONTACT

2141 Rosecrans Ave, El Segundo, CA 90245

Lavonne Denise Lawson

Other, International, Gift Taxation, Business

Status: In Good Standing Licensed: 33 Years

CONTACT

2041 Rosecrans Ave, El Segundo, CA 90245

Heather K. Conniff

Estate, Employee Rights, Divorce, Consumer Rights

Status: In Good Standing Licensed: 11 Years

CONTACT

2041 Rosecrans Ave, El Segundo, CA 90245

Anne Bruner Nash

Trusts, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 37 Years

CONTACT

2321 Rosecrans Ave, El Segundo, CA 90245

Jennifer Leigh Ward

Estate Planning, Business, Trusts

Status: In Good Standing Licensed: 12 Years

CONTACT

2321 Rosecrans Ave, El Segundo, CA 90245

800-923-0641

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LEGAL TERMS

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

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.'

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

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

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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Manhattan Beach Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

David E. Simon

Scott P. Schomer

Sibylle Grebe

Anthony J. Ward

Liran R. Aliav

Roxanna Basetvat

Lavonne Denise Lawson

Heather K. Conniff

Anne Bruner Nash

Jennifer Leigh Ward

TIPS

LEGAL TERMS

ESTATE TAXES

LIVING TRUST

REMAINDERMAN

INCOMPETENCE

RESIDUARY BENEFICIARY

SECONDARY MEANING

SWEARING MATCH

ACCUMULATION TRUST

RESIDUARY ESTATE

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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