Temecula Estate 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
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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
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Michael G. Perdue

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Estate, Wills & Probate, Power of Attorney, Real Estate Other, Business

Michael Perdue is an attorney licensed to practice law in the State of California since 1982. He received his bachelor's degree in Economics (with an ... (more)

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CONTACT

800-951-8621

5256 Mission Road, Bonsall, CA 92003

Kevin Roy Brown

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Estate, Wills & Probate

Kevin R. Brown is licensed to practice law in California and has a L.L.M. degree in taxation. Mr. Brown is accustomed to working with CPA's, financial... (more)

CONTACT

951-658-4492

41555 E Florida Ave, Hemet, CA 92544

Pietro E. Canestrelli

Estate Planning, Wills & Probate, Tax Litigation, Tax

Status: In Good Standing

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28765 Single Oak Drive, Temecula, CA 92590

Charles X. Delgado

Estate, Real Estate, Power of Attorney, Business

Status: In Good Standing

CONTACT

41923 Second St, Temecula, CA 92590

Robert Famularo

Real Estate, Estate Planning, Family Law, Divorce

Status: In Good Standing

FREE CONSULTATION

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41690 Enterprise Circle North, Temecula, CA 92590

James T. Lillard

Visa, Estate, Divorce & Family Law, Bankruptcy & Debt

Status: In Good Standing

FREE CONSULTATION

CONTACT

41707 Winchester Road, Temecula, CA 92590

Robert Bryce Rosenstein

Business Organization, Contract, Estate, Estate Planning

Status: In Good Standing

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28600 Mercedes St, Temecula, CA 92590

Samuel Lockhart

Business, Estate, Real Estate, Litigation

Status: In Good Standing Licensed: 13 Years

CONTACT

41856 Ivy Street, Murrieta, CA 92562

John Patrick O'Connell

Litigation, Gift Taxation, Corporate, Bankruptcy

Status: In Good Standing Licensed: 38 Years

CONTACT

43434 Business Park Dr, Temecula, CA 92590

Laila Johnson Kepler

International, Trusts, Gift Taxation, Estate

Status: In Good Standing

CONTACT

43460 Ridge Park Dr, Temecula, CA 92590

800-923-0641

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LEGAL TERMS

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

MARITAL LIFE ESTATE TRUST

See AB trust.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

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.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

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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Temecula Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Michael G. Perdue

Kevin Roy Brown

Pietro E. Canestrelli

Charles X. Delgado

Robert Famularo

James T. Lillard

Robert Bryce Rosenstein

Samuel Lockhart

John Patrick O'Connell

Laila Johnson Kepler

TIPS

LEGAL TERMS

SURVIVING SPOUSE'S TRUST

MARITAL LIFE ESTATE TRUST

PROBATE COURT

INTER VIVOS TRUST

POWER OF APPOINTMENT

RESIDUARY BENEFICIARY

SELF-PROVING WILL

SPECIAL ADMINISTRATOR

QTIP TRUST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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