Mentone Estate Planning 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: Gift Taxation

J. David Horspool

Wills & Probate, Trusts, Estate Planning, Guardianships & Conservatorships, Business

Status: In Good Standing Licensed: 43 Years

CONTACT

300 E State St, Redlands, CA 92373

Matthew Murillo

Estate Planning, DUI-DWI, Criminal, Business & Trade

Status: In Good Standing

CONTACT

1255 W Colton Ave, Redlands, CA 92374

Christopher Aaron Shumate

Other, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 19 Years

CONTACT

1801 Orange Tree Ln, Redlands, CA 92374

Robert Wareing Cannon

Trusts, Estate Planning

Status: In Good Standing

CONTACT

1806 Orange Tree Ln, Redlands, CA 92375

John Kevin Mirau

Tax, Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing

CONTACT

1806 Orange Tree Ln, Redlands, CA 92375

Karin Elizabeth Horspool

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 25 Years

CONTACT

300 E State St, Redlands, CA 92373

Ann Herring

Estate Planning, Trusts, Wills & Probate, Tax

Status: In Good Standing Licensed: 35 Years

FREE CONSULTATION

CONTACT

Redlands, CA 92373

Paul Martin Shimoff

Tax, International Tax, Gift Taxation, Estate Planning

Status: In Good Standing Licensed: 52 Years

CONTACT

Redlands, CA 92375

Thomas Harvey Mcpeters

Tax, International, Gift Taxation

Status: In Good Standing Licensed: 64 Years

CONTACT

700 E Redlands Blvd, Redlands, CA 92373

Elizabeth Joan Nelms

Trusts, Estate Planning

Status: In Good Standing Licensed: 34 Years

CONTACT

454 Cajon St, Redlands, CA 92373

800-923-0641

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LEGAL TERMS

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

SURROGATE COURT

See probate court.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

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.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

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.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.

DEVISEE

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

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Mentone Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

J. David Horspool

Matthew Murillo

Christopher Aaron Shumate

Robert Wareing Cannon

John Kevin Mirau

Karin Elizabeth Horspool

Ann Herring

Paul Martin Shimoff

Thomas Harvey Mcpeters

Elizabeth Joan Nelms

TIPS

LEGAL TERMS

PUBLIC ADMINISTRATOR

SURROGATE COURT

PROPERTY CONTROL TRUST

INHERIT

EXECUTOR

PROBATE

CERTIFIED COPY

DISINHERIT

DEVISEE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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