Palm Desert 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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Nikki B Allen

✓ VERIFIED

Estate, Real Estate, Business

Nikki B. Allen brings a wealth of experience to her legal practice. She is licensed in both California and Colorado and has practiced law for over tw... (more)

CONTACT

760-404-0318

74-361 Highway 111, Palm Desert, CA 92260

Harry Kaladjian

✓ VERIFIED

Accident & Injury, Car Accident, Motorcycle Accident, Estate, Divorce & Family Law

A graduate from Southwestern University School of Law, Harry Kaladjian is the founding member of the Kaladjian Law Office. With over 20 years of expe... (more)

FREE CONSULTATION

CONTACT

800-760-0468

77564 Country Club Dr, Palm Desert, CA 92211

Thomas C Webb

Family Law, Estate Planning, Real Estate, Bankruptcy

Status: In Good Standing

CONTACT

44-901 Village Court, Palm Desert, CA 92260

Joe LaMantia

Family Law, Wills & Probate, Corporate, Estate Planning

Status: In Good Standing

CONTACT

44-901 Village Court, Palm Desert, CA 92260

Gregor S Woodward

Litigation, Trusts, Family Law, Bankruptcy

Status: In Good Standing Licensed: 15 Years

CONTACT

78-365 Highway 111, La Quinta, CA 92253

Karin Signe Hesseltine

Estate, Estate Planning, Wills & Probate, Trusts

Status: In Good Standing Licensed: 28 Years

CONTACT

74-040 Highway 111, Palm Desert, CA 92260

Bryan Evan Sklar

Trusts, Estate Planning, Business, Personal Injury

Status: In Good Standing

CONTACT

74333 Highway 111, Indian Wells, CA 92260

G Henry Welles

Estate Planning, Contract, Elder Law, Intellectual Property, International

Status: In Good Standing Licensed: 33 Years

CONTACT

74-760 Hwy 111, Indian Wells, CA 92210

Brian Monroe Lewis

Juvenile Law, Estate Planning, International Tax, Federal Appellate Practice, DUI-DWI

Status: In Good Standing Licensed: 38 Years

CONTACT

74785 Us Highway 111, Indian Wells, CA 92210

Leroy Anderson

Real Estate, Trusts, Estate Planning, Employee Rights

Status: In Good Standing

CONTACT

Palm Desert, CA 92255

800-923-0641

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LEGAL TERMS

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

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.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

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.

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.

CURATOR

See conservator.

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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Palm Desert Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Nikki B Allen

Harry Kaladjian

Thomas C Webb

Joe LaMantia

Gregor S Woodward

Karin Signe Hesseltine

Bryan Evan Sklar

G Henry Welles

Brian Monroe Lewis

Leroy Anderson

TIPS

LEGAL TERMS

LIFE BENEFICIARY

PER CAPITA

SECONDARY MEANING

FAMILY ALLOWANCE

BEQUEATH

TRUSTEE POWERS

GROSS ESTATE

DISINHERIT

CURATOR

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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