Manhattan 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 J. Ward

Business Organization, Estate Planning, Family Law, Personal Injury

Status: In Good Standing

FREE CONSULTATION

CONTACT

3848 West Carson Street, Torrance, CA 90503

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

A. James Artiano

Real Estate, Trusts, Criminal, Business

Status: In Good Standing

CONTACT

3828 W Carson St, Torrance, CA 90503

Aimee Robson Morris

Real Estate, Lawsuit & Dispute, Estate, Business

Status: In Good Standing Licensed: 35 Years

CONTACT

3655 Torrance Blvd, Torrance, CA 90503

Aimee Cristina Gallego

Trusts, Business

Status: Inactive Licensed: 26 Years

CONTACT

220 6Th St, Manhattan Beach, CA 90266

Aisha Mbakwo Johnson

Lawsuit & Dispute, Estate, Business

Status: In Good Standing

CONTACT

21250 Hawthorne Blvd, Torrance, CA 90503

Albert Deblanc

Trusts

Status: In Good Standing Licensed: 50 Years

CONTACT

6033 W Century Blvd, Los Angeles, CA 90045

Alex Ross Borden

Trusts, Estate, Divorce & Family Law, Criminal

Status: In Good Standing Licensed: 29 Years

CONTACT

1518 Crenshaw Blvd, Torrance, CA 90501

800-923-0641

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LEGAL TERMS

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.'

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

MINERAL RIGHTS

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral right... (more...)

An ownership interest in the minerals contained in a particular parcel of land, with or without ownership of the surface of the land. The owner of mineral rights is usually entitled to either take the minerals from the land himself or receive a royalty from the party that actually extracts the minerals.

FAMILY POT TRUST

See pot trust.

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

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

Anthony J. Ward

David E. Simon

Scott P. Schomer

Sibylle Grebe

A. James Artiano

Aimee Robson Morris

Aimee Cristina Gallego

Aisha Mbakwo Johnson

Albert Deblanc

Alex Ross Borden

TIPS

LEGAL TERMS

INCOMPETENCE

TRUSTEE

MINERAL RIGHTS

FAMILY POT TRUST

TRUST CORPUS

ABATEMENT

DISINHERIT

POWER OF APPOINTMENT

QTIP TRUST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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