Manhattan Beach Wills & Probate 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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Includes: Estate Administration, Living Wills, Wills

David E. Simon

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

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FREE CONSULTATION

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841 Apollo Sreet, El Segundo, CA 90245

Sibylle Grebe

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

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3424 W. Carson Street, Torrance, CA 90503

James C. Shields

Wills & Probate, Estate Planning, Guardianships & Conservatorships, Bankruptcy, Divorce

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FREE CONSULTATION

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21707 Hawthorne Boulevard, Torrance, CA 90503

Scott P. Schomer

Estate, Estate Planning, Wills & Probate

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CONTACT

222 North Sepulveda Blvd., El Segundo, CA 90245

Jennifer M Honey

Civil Rights, Estate, Tax, Trusts, Wills

Status: Licensed: 31 Years

CONTACT

1300 Highland Ave, Manhattan Beach, CA 90266

Gina Lisa Chodler

Contract, Family Law, Trusts, Litigation, Wills

Status: Licensed: 32 Years

CONTACT

841 Apollo St, El Segundo, CA 90245

Christopher Daniel Carico

Civil Rights, Family Law, Gift Taxation, Wills, Trusts

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CONTACT

841 Apollo St, El Segundo, CA 90245

Kevin Kump

Defect and Lemon Law, Wills & Probate, Collection, Car Accident

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CONTACT

1230 Rosecrans Ave., Manhattan Beach, CA 90266

Walt Hindenlang

Estate, Estate Planning, Trusts, Wills & Probate

FREE CONSULTATION

CONTACT

3424 W. Carson Street, Torrance, CA 90503

Fred Francis Corbalis

Business, Trusts, Commercial Real Estate, Wills

Status: Licensed: 38 Years

CONTACT

707 Torrance Blvd, Redondo Beach, CA 90277

800-814-6700

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LEGAL TERMS

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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.

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.'

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

GRANT DEED

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as descri... (more...)

A deed containing an implied promise that the person transfering the property actually owns the title and that it is not encumbered in any way, except as described in the deed. This is the most commonly used type of deed. Compare quitclaim deed.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (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 settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Manhattan Beach Wills & Probate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

David E. Simon

Sibylle Grebe

James C. Shields

Scott P. Schomer

Jennifer M Honey

Gina Lisa Chodler

Christopher Daniel Carico

Kevin Kump

Walt Hindenlang

Fred Francis Corbalis

TIPS

LEGAL TERMS

INHERIT

DEVISEE

GROSS ESTATE

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

PROBATE COURT

INCOMPETENCE

LETTERS TESTAMENTARY

GRANT DEED

FINAL BENEFICIARY

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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