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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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Kenny Tan

Eminent Domain, Wills & Probate, Business Organization, Banking & Finance

Status: In Good Standing

CONTACT

640 N. Diamond Bar Blvd., Diamond Bar, CA 91765

Sue Carmen Swisher

Estate, Wills & Probate, Trusts, Estate Planning, Estate Administration

Status: In Good Standing Licensed: 18 Years

FREE CONSULTATION

CONTACT

20955 Pathfinder Rd, Diamond Bar, CA 91765

Ying Xu

Estate Planning, Personal Injury, Mass Torts, Trusts, Wills

Status: In Good Standing Licensed: 17 Years

CONTACT

18725 Gale Ave, Rowland Heights, CA 91748

Delilah Knox Rios

Litigation, Wills & Probate, Trusts, Family Law

Status: In Good Standing Licensed: 44 Years

CONTACT

414 S. Prospectors Rd, Diamond Bar, CA 91765

Albert Pui Fu Siu

Litigation, Immigration, Trusts, Corporate

Status: In Good Standing Licensed: 23 Years

CONTACT

17700 Castleton St, Whittier, CA 91748

Jimmie Ling Joe

Trusts, Estate Planning

Status: In Good Standing Licensed: 29 Years

CONTACT

17700 Castleton St, Whittier, CA 91748

Thomas Anthony Loya

Real Estate, Estate, Divorce & Family Law, Accident & Injury

Status: In Good Standing Licensed: 42 Years

CONTACT

969 S Village Oaks Dr, Covina, CA 91724

Donald Edwin Boss

Wills, Trusts, Corporate, Business

Status: In Good Standing

CONTACT

908 Village Oaks Dr, Covina, CA 91724

Paul Anthony Eads

Estate Planning, Family Law, Trusts, Estate, Wills

Status: In Good Standing Licensed: 19 Years

CONTACT

635 S 1St Ave, Covina, CA 91723

Anton W Kerckhoff

Real Estate, Trusts, Estate

Status: Inactive Licensed: 66 Years

CONTACT

280 E Rowland St, Covina, CA 91723

800-923-0641

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LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

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.

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.

PUBLIC ADMINISTRATOR

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to t... (more...)

Someone appointed by a probate court to oversee probate proceedings when a person dies without a will or heirs, and his or her property is expected to pass to the state. Some states have public administrators who are responsible for temporarily preserving the assets of an estate if there are disputes about specific provisions in the will or about who will be appointed the regular administrator.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

FUNDING A TRUST

Transferring ownership of property to a 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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Walnut Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Kenny Tan

Sue Carmen Swisher

Ying Xu

Delilah Knox Rios

Albert Pui Fu Siu

Jimmie Ling Joe

Thomas Anthony Loya

Donald Edwin Boss

Paul Anthony Eads

Anton W Kerckhoff

TIPS

LEGAL TERMS

GRANTOR RETAINED INCOME TRUST

INTESTATE SUCCESSION

CONTINGENT BENEFICIARY

SPRINKLING TRUST

ENTITY

PUBLIC ADMINISTRATOR

IRREVOCABLE TRUST

INVENTORY

FUNDING A TRUST

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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