West Covina Estate Planning Lawyer, California

Sponsored Law Firm

x
Click For More Info:

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
1. Contact
2. Email
3. Refer
4. Blog
5. Visit:
6. Website
7. Profile

Includes: Gift Taxation

Leonard Cornelius Hite

Tax, Gift Taxation

Status: In Good Standing Licensed: 19 Years

CONTACT

100 N Barranca St, West Covina, CA 91791

Christopher A. Poulos

Wills, Trusts, Estate Planning, Estate Planning

Status: In Good Standing Licensed: 36 Years

CONTACT

101 N Orange Ave, West Covina, CA 91790

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

Kevin Stapleton

Real Estate, Estate Planning, Trusts, Wills

Status: In Good Standing Licensed: 46 Years

CONTACT

401 E Rowland Ave, Covina, CA 91723

Victoria Prusas Stapleton

Trusts, Estate Planning, Estate, Wills

Status: In Good Standing Licensed: 44 Years

CONTACT

401 E Rowland St, Covina, CA 91723

Kathrine D. Stapleton

Other, Government, Estate Planning, Trusts

Status: In Good Standing Licensed: 10 Years

CONTACT

401 E Rowland St, Covina, CA 91723

Elias R Economou

Wills, Estate Planning, Civil Rights

Status: In Good Standing Licensed: 15 Years

CONTACT

536 E Rowland St, Covina, CA 91723

Mary Lynn Huston

Estate, Trusts, Wills & Probate, Estate Planning

Status: In Good Standing Licensed: 53 Years

CONTACT

100 S Citrus Ave, Covina, CA 91723

Joseph Terrence Moynihan

Trusts, Estate Planning, Divorce, Products Liability

Status: In Good Standing Licensed: 51 Years

CONTACT

Covina, CA 91722

Leticia Diane Balcazar

Tax, International, Trusts, Gift Taxation

Status: In Good Standing Licensed: 28 Years

CONTACT

3455 S Nogales St, West Covina, CA 91792

800-923-0641

Free Help: Use This Form or Call 800-943-8690

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

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.'

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

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.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

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. ...

SORT BY:

FILTER BY:

Free Consultation
Male
Female
Suspended

West Covina Estate Planning Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Leonard Cornelius Hite

Christopher A. Poulos

Paul Anthony Eads

Kevin Stapleton

Victoria Prusas Stapleton

Kathrine D. Stapleton

Elias R Economou

Mary Lynn Huston

Joseph Terrence Moynihan

Leticia Diane Balcazar

TIPS

LEGAL TERMS

GENERATION-SKIPPING TRANSFER TAX

SPECIAL ADMINISTRATOR

ANCILLARY PROBATE

BANKRUPTCY ESTATE

PRETERMITTED HEIR

TRUST DEED

PROBATE COURT

INHERITANCE TAXES

SUMMARY PROBATE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

SORT BY:

FILTER BY:

PRACTICE AREAS

NEARBY CITY SUGGESTIONS

Lawyer.com Legal Protection Plan

Premium Membership

Additional Services

Resources

My Account Details