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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

Alejandra Rodriguez

✓ VERIFIED

Estate Planning, Trusts, Wills & Probate, Wills, Estate

Located in the Banker's Hill area, near downtown San Diego, California, Rodriguez Law Offices is centrally located to service clients throughout San D... (more)

CONTACT

800-824-1790

7676 Hazard Center Dr., Ste. 500, San Diego, CA 92108

Carl L. Jones

✓ VERIFIED

Estate, Wills & Probate, Trusts, Estate Planning, Guardianships & Conservatorships

Carl L. Jones is a San Diego-based attorney specializing in Probate, Trust Administration, Contested Trust Matters, Estate Planning, Guardianships, Co... (more)

FREE CONSULTATION

CONTACT

800-321-7510

550 West C Street, San Diego, CA 92101

Krishiv Mukherji

✓ VERIFIED

Estate Planning, Business Organization, Personal Injury, Accident & Injury

Mukherji graduated from the University of California San Diego and after working for five years in the health and fitness industry was admitted to Tho... (more)

CONTACT

800-906-3581

4275 Executive Sq, La Jolla, CA 92037

Rhona S. Kauffman

✓ VERIFIED

Estate Planning, Real Estate, Business, Employment

I have been passionate about practicing law since 1994.I handle individuals and businesses

Rhona Kauffman has been practicing law since 1994. Concentrations include civil matters, residential & commercial real estate litigation, corporate an... (more)

CONTACT

800-918-7270

888 Prospect Street, La Jolla, CA 92037

Robert J. Steinberger

Corporate, Estate Planning, Family Law, Litigation

Status: In Good Standing

FREE CONSULTATION

CONTACT

550 West C. Street, San Diego, CA 92101

Stella Shih

Family Law, Wills & Probate, Divorce, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

8880 Rio San Diego Drive, San Diego, CA 92108

John Anthony Varley

Bankruptcy, Credit & Debt, Estate Planning, Foreclosure

Status: In Good Standing

FREE CONSULTATION

CONTACT

7373 University Avenue, La Mesa, CA 91942

Norman B. Blumenthal

Consumer Protection, Estate Planning, Family Law, Litigation

Status: In Good Standing

FREE CONSULTATION

CONTACT

2255 Calle Clara, La Jolla, CA 92037

Chris J Allred

Estate Planning, Wills & Probate, Elder Law, Contract

Status: In Good Standing

FREE CONSULTATION

CONTACT

222 West Madison Avenue, El Cajon, CA 92020

800-923-0641

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LEGAL TERMS

SURROGATE COURT

See probate court.

CREDIT SHELTER TRUST

See AB trust.

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

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.

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.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

FUNDING A TRUST

Transferring ownership of property to a trust.

LIFE BENEFICIARY

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

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

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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San Diego Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Alejandra Rodriguez

Carl L. Jones

Krishiv Mukherji

Rhona S. Kauffman

Robert J. Steinberger

Stella Shih

John Anthony Varley

Norman B. Blumenthal

Chris J Allred

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LEGAL TERMS

SURROGATE COURT

CREDIT SHELTER TRUST

SPENDTHRIFT TRUST

RESIDUARY ESTATE

INHERIT

QDOT TRUST

FUNDING A TRUST

LIFE BENEFICIARY

CHARITABLE TRUST

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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