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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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Mary Elizabeth Geerdes

Lawsuit & Dispute, Government, Estate

Status: Licensed: 30 Years

CONTACT

12685 Avenida Annalie, Valley Center, CA 92082

Cale David Beck

Trusts, Estate, Business, Wills

Status: Licensed: 16 Years

CONTACT

145 S Fig St, Escondido, CA 92025

Robert Clayton Wood

Estate Planning, International Tax, Business, Trusts, Wills

Status: Licensed: 48 Years

CONTACT

145 S Fig St, Escondido, CA 92025

Noel Matthew Allen

Trusts, Estate

Status: Licensed: 48 Years

CONTACT

247 E 4Th Ave, Escondido, CA 92025

Jamie Townsend

Lawsuit & Dispute, Intellectual Property, Estate Planning, Business

Status:

CONTACT

249 E 4Th Ave, Escondido, CA 92025

Garth O. Reid

Tax, International, Trusts, Gift Taxation

Status: Licensed: 49 Years

CONTACT

319 E 2nd Ave, Escondido, CA 92025

Kelly Katherine Reid

Estate Planning, International Tax, Commercial Real Estate, Business, Trusts

Status: Licensed: 17 Years

CONTACT

319 E 2Nd Ave, Escondido, CA 92025

Ira Stanley Carlin

Other, Trusts, Pension & Benefits, Occupational Safety & Health

Status:

CONTACT

235 E 4Th Ave, Escondido, CA 92025

Angelo Salvatore Parise

Real Estate, Trusts, Divorce

Status: Licensed: 33 Years

CONTACT

17952 Highlands Ranch Pl, Poway, CA 92064

William Kegel Hogan

Real Estate, International, Trusts, Gift Taxation

Status: Licensed: 59 Years

CONTACT

225 E 3rd Ave, Escondido, CA 92025

800-814-6700

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LEGAL TERMS

CERTIFICATION OF TRUST

See abstract of trust.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

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.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

DEED OF TRUST

See trust deed.

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.

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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Santa Ysabel Estate Lawyer, California, page 4

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Mary Elizabeth Geerdes

Cale David Beck

Robert Clayton Wood

Noel Matthew Allen

Jamie Townsend

Garth O. Reid

Kelly Katherine Reid

Ira Stanley Carlin

Angelo Salvatore Parise

William Kegel Hogan

TIPS

LEGAL TERMS

CERTIFICATION OF TRUST

LAPSE

ENTITY

DISTRIBUTEE

POWER OF APPOINTMENT

ABSTRACT OF TRUST

SPRINKLING TRUST

DEED OF TRUST

QDOT TRUST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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