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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

Joseph Crane Lavelle

✓ VERIFIED

Accident & Injury, Estate Planning, Wills & Probate, Trusts

After practicing in the San Diego area for over 20 yeas, Joe founded Lavelle Law Group because he sensed a need for a small personal service law firm ... (more)

FREE CONSULTATION

CONTACT

619-655-3656

1350 Columbia St, San Diego, CA 92101

John Anthony Varley

Bankruptcy, Credit & Debt, Estate Planning, Foreclosure

Status: In Good Standing

FREE CONSULTATION

CONTACT

7373 University Avenue, La Mesa, CA 91942

Matthew J. Friedrichs

Estate Planning, Commercial Real Estate, Business, Trusts, Estate

Status: In Good Standing

CONTACT

2851 Camino Del Rio South, San Diego, CA 92108

Robert P. Robinson

Estate Planning, Commercial Real Estate, Business, Trusts, Wills

Status: In Good Standing

FREE CONSULTATION

CONTACT

1940 5Th Avenue, San Diego, CA 92101

Joel S Weissler

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

Status: In Good Standing

FREE CONSULTATION

CONTACT

2635 Camino Del Rio South, San Diego, CA 92108

Robert M. Caietti

Estate Planning, Workers' Compensation, Trusts, Wills, Employment

Status: In Good Standing

CONTACT

9255 Towne Centre Drive, San Diego, CA 92121

Scott Christopher Williams

Estate Planning, Workers' Compensation, Aviation, Contract, Commercial Real Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

600 B Street, San Diego, CA 92101

Shannon Howell

Estate Planning, Wills & Probate, Trusts, Elder Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

12526 High Bluff Drive, San Diego, CA 92130

Thomas Richard Amantea

Traffic, Trusts, Gift Taxation, Car Accident

Status: Inactive Licensed: 26 Years

CONTACT

283 Surrey Dr, Bonita, CA 91902

800-923-0641

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LEGAL TERMS

CURATOR

See conservator.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

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.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

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.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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

Joseph Crane Lavelle

John Anthony Varley

Matthew J. Friedrichs

Robert P. Robinson

Joel S Weissler

Robert M. Caietti

Scott Christopher Williams

Shannon Howell

Thomas Richard Amantea

TIPS

LEGAL TERMS

CURATOR

GRANTOR

RESIDUARY ESTATE

POWER OF APPOINTMENT

IRREVOCABLE TRUST

EXEMPTION TRUST

REAL ESTATE AGENT

INTESTATE

HEIR AT LAW

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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