Sierra Madre Estate Planning Lawyer, California

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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

Linda Mane Nakamura

Family Law, Immigration, Child Support, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

150 N. Santa Anita Avenue, Arcadia, CA 91006

Chet R. Bhavsar

Estate Planning, Family Law, Insurance, Corporate

Status: In Good Standing

FREE CONSULTATION

CONTACT

225 South Lake Avenue, Pasadena, CA 91101

Lisa Tan

Corporate, Employment, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

225 South Lake Avenue, Pasadena, CA 91101

Christopher Bernard Johnson

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: In Good Standing

FREE CONSULTATION

CONTACT

251 South Lake Avenue, Pasadena, CA 91101

Marc R. Isaacson

Dispute Resolution, Business Organization, Collaborative Law, Estate Planning

Status: In Good Standing

CONTACT

301 E. Colorado Boulevard, # 900, Pasadena, CA 91101

Christopher J. Currer

Estate Planning, Wills & Probate, Tax

Status: In Good Standing

CONTACT

301 E. Colorado Boulevard, # 900, Pasadena, CA 91101

Chih-Yi Lin

Estate Planning, Divorce, Corporate, Bankruptcy

Status: In Good Standing Licensed: 27 Years

CONTACT

150 N Santa Anita Ave, Arcadia, CA 91006

Stephen R Golden

Business, Real Estate, Immigration, Estate Planning

Status: In Good Standing Licensed: 32 Years

CONTACT

600 North Rosemead Blvd., Pasadena, CA 91107

James Reding Helms

Other, Real Estate, Trusts, Estate Planning

Status: In Good Standing

CONTACT

2220 Sewanee Ln, Arcadia, CA 91007

Luke Vincent Mccarthy

Real Estate, International, Gift Taxation, Business

Status: In Good Standing Licensed: 50 Years

CONTACT

3452 E Foothill Blvd, La Canada Flintridge, CA 91107

800-923-0641

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LEGAL TERMS

PUBLISHED WORK

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public o... (more...)

An original work of authorship that is considered published for purposes of copyright law. A work is 'published' when it is first made available to the public on an unrestricted basis. It is thus possible to display a work, or distribute it with restrictions on disclosure of its contents, without actually 'publishing' it. Both published and unpublished works are entitled to copyright protection, but some of the rules differ.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

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.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

NET ESTATE

The value of all property owned at death less liabilities or debts.

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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Sierra Madre Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Linda Mane Nakamura

Chet R. Bhavsar

Lisa Tan

Christopher Bernard Johnson

Marc R. Isaacson

Christopher J. Currer

Chih-Yi Lin

Stephen R Golden

James Reding Helms

Luke Vincent Mccarthy

TIPS

LEGAL TERMS

PUBLISHED WORK

PROBATE

GROSS ESTATE

INHERIT

AB TRUST

TRUST MERGER

POUR-OVER WILL

DEVISEE

NET ESTATE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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