Rosemead 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

Linda Mane Nakamura

Family Law, Immigration, Child Support, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

150 N. Santa Anita Avenue, Arcadia, CA 91006

Christopher Bernard Johnson

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

FREE CONSULTATION

CONTACT

251 South Lake Avenue, Pasadena, CA 91101

Chet R. Bhavsar

Estate Planning, Family Law, Insurance, Corporate

Status: In Good Standing

FREE CONSULTATION

CONTACT

225 South Lake Avenue, Pasadena, CA 91101

Lisa Tan

Corporate, Employment, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

225 South Lake Avenue, Pasadena, CA 91101

Marc R. Isaacson

Dispute Resolution, Business Organization, Collaborative Law, Estate Planning

Status: In Good Standing

CONTACT

301 E. Colorado Boulevard, # 900, Pasadena, CA 91101

Christopher J. Currer

Estate Planning, Wills & Probate, Tax

Status: In Good Standing

CONTACT

301 E. Colorado Boulevard, # 900, Pasadena, CA 91101

Thomas Fuller Ogden

Other, International, Federal Appellate Practice, Gift Taxation

Status: In Good Standing Licensed: 20 Years

CONTACT

1108 W Valley Blvd, Alhambra, CA 91803

James Reding Helms

Other, Real Estate, Trusts, Estate Planning

Status: In Good Standing

CONTACT

2220 Sewanee Ln, Arcadia, CA 91007

Kneave Riggall

Lawsuit & Dispute, International, Gift Taxation, Bankruptcy & Debt

Status: In Good Standing Licensed: 46 Years

CONTACT

1917 Oxley St, South Pasadena, CA 91030

Chih-Yi Lin

Estate Planning, Divorce, Corporate, Bankruptcy

Status: In Good Standing Licensed: 27 Years

CONTACT

150 N Santa Anita Ave, Arcadia, CA 91006

800-923-0641

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LEGAL TERMS

NET ESTATE

The value of all property owned at death less liabilities or debts.

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.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

CERTIFICATION OF TRUST

See abstract of trust.

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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Rosemead Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Linda Mane Nakamura

Christopher Bernard Johnson

Chet R. Bhavsar

Lisa Tan

Marc R. Isaacson

Christopher J. Currer

Thomas Fuller Ogden

James Reding Helms

Kneave Riggall

Chih-Yi Lin

TIPS

LEGAL TERMS

NET ESTATE

ADMINISTRATRIX

SELF-PROVING WILL

EXEMPTION TRUST

GRANTOR RETAINED INCOME TRUST

DOWER AND CURTESY

PREDECEASED SPOUSE

RESIDUARY ESTATE

CERTIFICATION OF TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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