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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.

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
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Richard Scott Case

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Wills & Probate, Trusts, Estate Planning

Richard Scott Case is a practicing lawyer in the state of California handling Estate matters.

CONTACT

909-614-1474

15728 Country Club Dr, Chino Hills, CA 91709

Angela Y. Shin

Corporate, Estate Planning, Family Law, Litigation

Status: In Good Standing

FREE CONSULTATION

CONTACT

3633 Inland Empire Boulevard, Ontario, CA 91764

Jennifer L. Field

Wills & Probate, Trusts, Estate, Business Organization

Status: In Good Standing

FREE CONSULTATION

CONTACT

405 N. Indian Hill Boulevard, Claremont, CA 91711

Peter J. Roble

Power of Attorney, Real Estate Other, Traffic, Wills & Probate

Status: In Good Standing Licensed: 8 Years

CONTACT

337 N Vineyard Ave, Chino, CA 91764

John R. Setlich

Divorce & Family Law, Criminal, Civil & Human Rights, Bankruptcy & Debt, Estate

Status: In Good Standing Licensed: 19 Years

FREE CONSULTATION

CONTACT

337 North Vineyard Ave, Ontario, CA 91764

Brian Thomas Mayer

Education, Estate, Divorce, Divorce & Family Law, Criminal

Status: In Good Standing Licensed: 19 Years

CONTACT

337 N Vineyard Ave, Ontario, CA 91764

James Robert Steele

Dispute Resolution, Estate Planning, Criminal, Personal Injury

Status: In Good Standing Licensed: 11 Years

CONTACT

2151 E Convention Center Way, Upland, CA 91786

Phi Mai Nguyen

Tax, International, Gift Taxation, Business

Status: In Good Standing Licensed: 13 Years

CONTACT

2560 E. Philadelphia St, Chino, CA 91761

Damian Arenz Northcutt

Estate, Divorce & Family Law, Business, Litigation

Status: In Good Standing

CONTACT

2855 E Guasti Rd, Chino, CA 91761

Isabel Cesanto Safie

International, Gift Taxation, Employee Rights, Employment

Status: In Good Standing Licensed: 19 Years

CONTACT

2855 E Guasti Rd, Chino, CA 91761

800-923-0641

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LEGAL TERMS

KINDRED

Under some state's probate codes, all relatives of a deceased person.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

CREDIT SHELTER TRUST

See AB trust.

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.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

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.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

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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Ontario Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Richard Scott Case

Angela Y. Shin

Jennifer L. Field

Peter J. Roble

John R. Setlich

Brian Thomas Mayer

James Robert Steele

Phi Mai Nguyen

Damian Arenz Northcutt

Isabel Cesanto Safie

TIPS

LEGAL TERMS

KINDRED

DOWER AND CURTESY

CREDIT SHELTER TRUST

FINAL BENEFICIARY

FAILURE OF ISSUE

EXEMPTION TRUST

POWER OF APPOINTMENT

QDOT TRUST

SELF-PROVING WILL

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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