Surfside Wills & Probate 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: Estate Administration, Living Wills, Wills

Alan Leigh Armstrong

Wills, Trusts, Estate, Bankruptcy

Status: In Good Standing

CONTACT

16835 Algonquin St, Huntington Beach, CA 92649

Amanda Mari Bourne

General Practice

Status: Inactive Licensed: 27 Years

CONTACT

16458 Bolsa Chica St, Huntington Beach, CA 92649

Amanda Lee Trefethen

Wills & Probate, Trusts, Products Liability

Status: Inactive Licensed: 25 Years

CONTACT

1250 Bellflower Blvd, Long Beach, CA 90840

Andrew Kendall Paranal

Wills, Trusts, Estate, Elder Law

Status: In Good Standing Licensed: 9 Years

CONTACT

3691 Kempton Dr, Los Alamitos, CA 90720

Ann Elizabeth O'Hara

Wills, Trusts, Elder Law

Status: In Good Standing Licensed: 18 Years

CONTACT

5150 E Pacific Coast Hwy, Long Beach, CA 90804

Anna Christina Serrambana

Wills & Probate, Trusts, Corporate

Status: In Good Standing Licensed: 21 Years

CONTACT

5942 Edinger Ave, Huntington Beach, CA 92649

Austin J Lenzkes

Trusts, Business, Commercial Real Estate, Wills

Status: In Good Standing Licensed: 2 Years

CONTACT

6052 Jasonwood Dr, Huntington Beach, CA 92648

Bruce Alan Reed

Wills & Probate, Elder Law

Status: In Good Standing Licensed: 39 Years

CONTACT

3132 Salmon Dr, Los Alamitos, CA 90720

Cameron John Webster

General Practice

Status: In Good Standing Licensed: 9 Years

CONTACT

3030 Old Ranch Pkwy, Seal Beach, CA 90740

Catherine Grant Wieder

Wills, Trusts, Elder Law

Status: In Good Standing Licensed: 42 Years

CONTACT

3223 E Broadway, Long Beach, CA 90803

800-923-0641

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LEGAL TERMS

GRANTOR

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

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

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.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

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.'

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

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

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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Surfside Wills & Probate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Alan Leigh Armstrong

Amanda Mari Bourne

Amanda Lee Trefethen

Andrew Kendall Paranal

Ann Elizabeth O'Hara

Anna Christina Serrambana

Austin J Lenzkes

Bruce Alan Reed

Cameron John Webster

Catherine Grant Wieder

TIPS

LEGAL TERMS

GRANTOR

PER STIRPES

ADMINISTRATION (OF AN ESTATE)

PUBLISHED WORK

FAILURE OF ISSUE

SWEARING MATCH

PRETERMITTED HEIR

INCOMPETENCE

QDOT TRUST

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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