Rancho Cucamonga 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

Angela Y. Shin

Corporate, Estate Planning, Family Law, Litigation

Status: In Good Standing

FREE CONSULTATION

CONTACT

3633 Inland Empire Boulevard, Ontario, CA 91764

Margarita Lynn Stone

Corporate Tax, Tax, International Tax, Gift Taxation

Status: In Good Standing Licensed: 20 Years

CONTACT

10681 Foothill Blvd, Rancho Cucamonga, CA 91730

Geoffrey William Newman

Other, Estate Planning, Unfair Labor Practices, Criminal

Status: In Good Standing Licensed: 28 Years

CONTACT

10737 Laurel St, Rancho Cucamonga, CA 91730

Ronald Hilton Martin

Estate Administration, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

6120 Rainbow Falls Court, Rancho Cucamonga, CA 91737

Heather L. Holmes

Trusts, Estate Planning, Employee Rights

Status: In Good Standing Licensed: 9 Years

CONTACT

8333 Foothill Blvd, Rancho Cucamonga, CA 91730

Donnasue Smith Ortiz

Trusts, Estate Planning, Divorce & Family Law, Business

Status: In Good Standing Licensed: 37 Years

CONTACT

10700 Civic Center Dr, Rancho Cucamonga, CA 91730

Eric N Chung

Estate Planning, Workers' Compensation, Contract, Personal Injury, Family Law

Status: In Good Standing Licensed: 16 Years

CONTACT

8577 Haven Ave, Rancho Cucamonga, CA 91730

Hugh Tabor Verano

Estate Planning, International Tax, Medical Malpractice, Admiralty & Maritime, Family Law

Status: Inactive Licensed: 51 Years

CONTACT

Rancho Cucamonga, CA 91730

Hugh Tabor Verano

Estate Planning, International Tax, Medical Malpractice, Admiralty & Maritime, Family Law

Status: Inactive Licensed: 51 Years

CONTACT

Rancho Cucamonga, CA 91730

Hugh Tabor Verano

Estate Planning, International Tax, Medical Malpractice, Admiralty & Maritime, Family Law

Status: Inactive Licensed: 51 Years

CONTACT

Rancho Cucamonga, CA 91730

800-923-0641

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LEGAL TERMS

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

LIFE BENEFICIARY

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

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.

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

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.

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

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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Rancho Cucamonga Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Angela Y. Shin

Margarita Lynn Stone

Geoffrey William Newman

Ronald Hilton Martin

Heather L. Holmes

Donnasue Smith Ortiz

Eric N Chung

Hugh Tabor Verano

Hugh Tabor Verano

Hugh Tabor Verano

TIPS

LEGAL TERMS

REAL ESTATE AGENT

SPRINKLING TRUST

ADMINISTRATRIX

LIFE BENEFICIARY

PROPERTY CONTROL TRUST

REMAINDERMAN

GRANT DEED

PUBLISHED WORK

DEVISEE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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