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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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Lena Ghianni

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Divorce & Family Law, Estate

"The law has always fascinated me. I told my parents when I was about 7 years old that I wanted to be an attorney and strived for that goal throughout... (more)

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800-875-9680

12975 Brookprinter Pl, Poway, CA 92064

Olga Nazimova

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Estate, Wills & Probate

I am a graduate of University of the Pacific, McGeorge School of Law, a private law school in Sacramento, California. I was fortunate enough to have n... (more)

CONTACT

619-236-1136

1011 Camino Del Mar, Del Mar, CA 92014

Anthony Abbott

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Divorce & Family Law, Estate, Real Estate

Anthony Abbott founded the Law Office of Anthony Abbott as a legal option for the people of California. Attorney Abbott has represented people in hund... (more)

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760-471-2322

1902 Wright Place, Carlsbad, CA 92008

Brian J. McGoldrick

Immigration, Wills & Probate, Bankruptcy

Status: In Good Standing

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5353 Mission Center Road, San Diego, CA 92108

Joel S Weissler

International Tax, Trusts, Estate Planning, Elder Law, Administrative Law

Status: In Good Standing

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2635 Camino Del Rio South, San Diego, CA 92108

John Anthony Varley

Bankruptcy, Credit & Debt, Estate Planning, Foreclosure

Status: In Good Standing

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7373 University Avenue, La Mesa, CA 91942

Shirley Jean Mills

Divorce & Family Law, Estate, Lawsuit & Dispute, Real Estate

Status: In Good Standing

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2732 Fifth Avenue, San Diego, CA 92103

Stuart M. Manroel

Family Law, Medical Malpractice, Wills & Probate, Corporate

Status: In Good Standing

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6540 Lusk Boulevard, San Diego, CA 92121

Shannon Howell

Estate Planning, Wills & Probate, Trusts, Elder Law

Status: In Good Standing

FREE CONSULTATION

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12526 High Bluff Drive, San Diego, CA 92130

Walter E. Pinkerton

Wills & Probate, Corporate, Wills, Trusts

Status: In Good Standing

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16466 Bernardo Center Drive, San Diego, CA 92128

800-923-0641

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LEGAL TERMS

ESTATE PLANNING

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your... (more...)

The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making a will, living trust, healthcare directives, durable power of attorney for finances or other documents.

FUNDING A TRUST

Transferring ownership of property to a trust.

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.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

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.

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.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

DEED OF TRUST

See trust deed.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

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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San Diego Estate Lawyer, California, page 2

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Lena Ghianni

Olga Nazimova

Anthony Abbott

Brian J. McGoldrick

Joel S Weissler

John Anthony Varley

Shirley Jean Mills

Stuart M. Manroel

Shannon Howell

Walter E. Pinkerton

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LEGAL TERMS

ESTATE PLANNING

FUNDING A TRUST

AUGMENTED ESTATE

GENERATION-SKIPPING TRUST

SECONDARY MEANING

DOWER AND CURTESY

FAILURE OF ISSUE

DEED OF TRUST

CHARITABLE TRUST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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