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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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Karl I. Swaidan

Tax, Wills & Probate, Estate Planning, Business Organization

Status: In Good Standing Licensed: 41 Years

CONTACT

301 E Colorado Blvd, La Canada Flintridge, CA 91101

Eugene Steven Alkana

Estate Planning, Commercial Real Estate, Business, Trusts, Wills

Status: In Good Standing

CONTACT

131 N El Molino Ave, Pasadena, CA 91101

Calvin Allen Slater

Real Estate Other, Estate Planning, Estate, Business Organization, Business

Status: In Good Standing

CONTACT

199 S Los Robles Ave, Pasadena, CA 91101

Jan Ellen Copley

Wills, Trusts, Elder Law

Status: In Good Standing Licensed: 43 Years

CONTACT

155 N Lake Ave, La Canada Flintridge, CA 91101

Vanessa Maria Terzian

Commercial Real Estate, Wills, Trusts, Business

Status: In Good Standing Licensed: 18 Years

CONTACT

155 N Lake Ave, La Canada Flintridge, CA 91101

Raul Mendoza Montes

Commercial Real Estate, Litigation, Trusts, Contract

Status: In Good Standing

CONTACT

155 North Lake Ave, La Canada Flintridge, CA 91101

George Walter Young

Trusts, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

790 E Colorado Blvd, Pasadena, CA 91101

Leo L. Young

Trusts, Estate, Criminal

Status: In Good Standing Licensed: 12 Years

CONTACT

227 S Madison Ave, La Canada Flintridge, CA 91101

Dheeraj Kumar Singhal

Trusts, Contract, Business, Bankruptcy

Status: In Good Standing

CONTACT

35 N Lake Ave, La Canada Flintridge, CA 91101

Justin Albert Shiau

Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

14 N Fair Oaks Avenue, La Canada Flintridge, CA 91103

800-923-0641

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LEGAL TERMS

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

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.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

CURATOR

See conservator.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living 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 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). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

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.'

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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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Pasadena Estate Lawyer, California, page 4

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Karl I. Swaidan

Eugene Steven Alkana

Calvin Allen Slater

Jan Ellen Copley

Vanessa Maria Terzian

Raul Mendoza Montes

George Walter Young

Leo L. Young

Dheeraj Kumar Singhal

Justin Albert Shiau

TIPS

LEGAL TERMS

ABSTRACT OF TRUST

FAMILY ALLOWANCE

LAPSE

HEIR APPARENT

CONTINGENT BENEFICIARY

CURATOR

PER STIRPES

TRUST CORPUS

SUMMARY PROBATE

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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