Santa Ana Wills & Probate Lawyer, California, page 5

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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: Estate Administration, Living Wills, Wills

Arlin Paul Neser

International, Wills, Trusts, Estate, Business

Status: In Good Standing Licensed: 40 Years

CONTACT

9110 Irvine Center Dr, Irvine, CA 92618

Asif Ahmed Shaikh

Wills

Status: In Good Standing Licensed: 16 Years

CONTACT

14471 Chambers Rd, Tustin, CA 92780

Aurelio Gerard Cruz Angeles

General Practice

Status: In Good Standing Licensed: 7 Years

CONTACT

7545 Irvine Center Dr, Irvine, CA 92618

Austin J Lenzkes

Trusts, Business, Commercial Real Estate, Wills

Status: In Good Standing Licensed: 2 Years

CONTACT

6052 Jasonwood Dr, Huntington Beach, CA 92648

Babak Samini

Immigration, Wills & Probate, Employment, Business

Status: In Good Standing Licensed: 29 Years

CONTACT

2801 W Coast Hwy, Newport Beach, CA 92663

Barbara J. Dibble

Mental Health, Wills & Probate, Estate Planning, Elder Law

Status: In Good Standing Licensed: 34 Years

CONTACT

1235 N Harbor Blvd, Fullerton, CA 92832

Benjamin A. Alley

Wills, Trusts, Estate, Business

Status: In Good Standing Licensed: 12 Years

CONTACT

4199 Campus Dr, Irvine, CA 92612

Benjamin R. Schwefel

Estate Planning, Business, Trusts, Estate, Wills

Status: In Good Standing Licensed: 8 Years

CONTACT

2603 Main Street, Irvine, CA 92614

Blaine Morgan Brown

Trusts, Wills & Probate, Lawsuit & Dispute

Status: In Good Standing

CONTACT

2901 West Coast Highway, Newport Beach, CA 92663

Blaine J. Burch

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 17 Years

CONTACT

6440 Oak Canyon, Irvine, CA 92618

800-923-0641

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LEGAL TERMS

TRUST CORPUS

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, t... (more...)

Latin for 'the body' of the trust. This term refers to all the property transferred to a trust. For example, if a trust is established (funded) with $250,000, that money is the corpus. Sometimes the trust corpus is known as the 'res,' a Latin word meaning 'thing.'

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

FAMILY POT TRUST

See pot trust.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

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.

BENEFICIARY

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

MARITAL LIFE ESTATE TRUST

See AB trust.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (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 settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Santa Ana Wills & Probate Lawyer, California, page 5

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Arlin Paul Neser

Asif Ahmed Shaikh

Aurelio Gerard Cruz Angeles

Austin J Lenzkes

Babak Samini

Barbara J. Dibble

Benjamin A. Alley

Benjamin R. Schwefel

Blaine Morgan Brown

Blaine J. Burch

TIPS

LEGAL TERMS

TRUST CORPUS

POUR-OVER WILL

PRETERMITTED HEIR

ENDOWMENT INSURANCE

FAMILY POT TRUST

OFFICER

POWER OF APPOINTMENT

BENEFICIARY

MARITAL LIFE ESTATE TRUST

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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