Riverside 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
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  Estate Law
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Jerald Scott Bennett

✓ VERIFIED

Divorce & Family Law, Estate, Business, Criminal

Jerald Bennett is a practicing lawyer in the state of California. He received his J.D. from McGeorge School of Law, University of the Pacific. He curr... (more)

CONTACT

800-726-1210

3730 12th Street, Riverside, CA 92501

Brian C. Miles

✓ VERIFIED

Divorce & Family Law, Criminal, Bankruptcy & Debt, Estate

If you are looking for a law firm with experienced, dedicated, well-rounded and aggressive attorneys, the Law Office of Miles & Hatcher, LLP can give ... (more)

FREE CONSULTATION

CONTACT

800-894-7490

9121 Haven Avenue, Rancho Cucamonga, CA 91730

Douglas E. Jacobs

Constitutional Law, Employment, Estate Planning, Family Law

Status: In Good Standing

CONTACT

4590 Allstate Drive, Riverside, CA 92501

Kyle K. Lauby

Housing & Construction Defects, Estate Planning, Corporate, Business Organization

Status: In Good Standing

CONTACT

4590 Allstate Drive, Riverside, CA 92501

Sharon M. Anderson

Elder Law, Estate Administration, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing

FREE CONSULTATION

CONTACT

1897 California Ave, Corona, CA 92881

Gary K Rosenzweig

Corporate, Business Organization, Gift Taxation, Estate Planning

Status: In Good Standing

CONTACT

601 S Main St, Corona, CA 92882

Angela Y. Shin

Corporate, Estate Planning, Family Law, Litigation

Status: In Good Standing

FREE CONSULTATION

CONTACT

3633 Inland Empire Boulevard, Ontario, CA 91764

Roy A. Hoffman

Construction, Wills & Probate, Corporate, Medical Malpractice

Status: In Good Standing

CONTACT

Moreno Valley, CA 92552

Suzanne M. Rehmani

Estate, Guardianships & Conservatorships, Power of Attorney, Employment

Status: In Good Standing

FREE CONSULTATION

CONTACT

160 N. Riverview Dr., #200, Anaheim Hills, CA 92808

Richard T. Hsueh

Employment, Estate Planning, Family Law, Litigation

Status: In Good Standing

CONTACT

16148 Sand Canyon Avenue, Irvine, CA 92618

800-923-0641

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LEGAL TERMS

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

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.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

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.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

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.'

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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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Riverside Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Jerald Scott Bennett

Brian C. Miles

Douglas E. Jacobs

Kyle K. Lauby

Sharon M. Anderson

Gary K Rosenzweig

Angela Y. Shin

Roy A. Hoffman

Suzanne M. Rehmani

Richard T. Hsueh

TIPS

LEGAL TERMS

BENEFICIARY

SPECIFIC BEQUEST

FINAL BENEFICIARY

CERTIFIED COPY

SECONDARY MEANING

AUGMENTED ESTATE

INTESTATE SUCCESSION

ABSTRACT OF TRUST

DEVISEE

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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