Redlands Wills & Probate 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: Estate Administration, Living Wills, Wills

Josephine A Rich

Power of Attorney, Wills & Probate, Estate, Elder Law

Status: In Good Standing Licensed: 20 Years

FREE CONSULTATION

CONTACT

1200 Nevada Street, Redlands, CA 92374

Mark J. Andrew Flory

Litigation, Wills, Trusts, Estate

Status: In Good Standing Licensed: 28 Years

CONTACT

300 E State St, Redlands, CA 92373

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

Ann Herring

Estate Planning, Trusts, Wills & Probate, Tax

Status: In Good Standing Licensed: 35 Years

FREE CONSULTATION

CONTACT

Redlands, CA 92373

E. Joan Nelms

Wills & Probate, Trusts, Guardianships & Conservatorships, Elder Law

Status: In Good Standing

CONTACT

300 East State Street, Redlands, CA 92373

Philip Monroe Savage

Wills, Trusts, Corporate, Business

Status: In Good Standing

CONTACT

550 E Hospitality Ln, San Bernardino, CA 92408

Craig Michael Parker

Wills, Trusts, Estate, Divorce & Family Law

Status: In Good Standing Licensed: 25 Years

CONTACT

1706 Plum Ln, Redlands, CA 92374

Bryan Calvin Hartnell

Wills, Trusts, Wrongful Termination, Bankruptcy

Status: In Good Standing Licensed: 49 Years

CONTACT

25757 Redlands Blvd, Redlands, CA 92373

Amy York Garrett

Other, Wills, Family Law, Divorce & Family Law

Status: In Good Standing

CONTACT

306 W 2Nd St, San Bernardino, CA 92401

Tracy M. Owens

Municipal, Wills & Probate, Environmental Law, Business

Status: In Good Standing

CONTACT

550 E. Hospitality Lane, San Bernardino, CA 92408

800-923-0641

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LEGAL TERMS

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

DEED OF TRUST

See trust deed.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

KINDRED

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

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (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 settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Redlands Wills & Probate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Josephine A Rich

Mark J. Andrew Flory

J. David Horspool

Ann Herring

E. Joan Nelms

Philip Monroe Savage

Craig Michael Parker

Bryan Calvin Hartnell

Amy York Garrett

Tracy M. Owens

TIPS

LEGAL TERMS

AB TRUST

DEED OF TRUST

TRUST DEED

ACCUMULATION TRUST

CONSERVATOR

KINDRED

INVESTOR

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

INHERIT

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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