An estate planning attorney does more than prepare Living Trusts and Will documents. We meet with you to address your needs and concerns, and welcome your input. We design Revocable Living Trusts, Irrevocable Trusts, Wills, Powers of Attorney, and Health Care Directives for your particular circumstances, and explain how each document works in your situation. After your trust is created, we help fund the trust to avoid probate, and work with your team of financial advisors and tax planners to make sure your plan stays on track.
Even online platforms can write a Living Trust, Will, Power of Attorney, and Advance Health Care Directive. Instead, we meet and listen to you. From there, we design a flexible plan for you. Our focus is on creating a foundation for the management of your wealth as families grow, parents age, and assets change. We design plans around your needs, and we are always available for your questions about your living trust, property transfers, and new assets after your estate planning documents are signed. Our Estate Planning package includes Revocable Living Trusts, Pourover Wills, Durable Powers of Attorney, and Advanced Health Care Directives.
Probate and Small Estates Administration
Navigating probate court can be overwhelming. Our attorneys are experienced in working with Administrators and Executors to meet court deadlines, protect the estate from creditors, and communicate with beneficiaries and heirs throughout the process.
Property Tax Issues and Proposition 19
California law and property taxes changed immensely in 2020 with the passage of Proposition 19 that dramatically impacted transfers of property between parents and children. We can help advise you on tax issues surrounding property, and structure your property transfers to children with an eye toward promoting property tax values.
Business Set Up and Succession Planning
In addition to estate planning, many of our clients are starting and forming businesses. We can help our clients establish Limited Liability Companies and Corporations, and advise them on forming their business operating agreements and bylaws.
Funding Your Trust
After your trust is signed, our attorneys and Funding Coordinator help you transfer assets into your trust, making sure the deed to your property is recorded, providing instructions to banks to retitle your accounts, updating beneficiary designations, and working with each financial institutions to complete transfers to your trust.
Losing a family members is difficult enough. We help guide trustees through administration of a decedent’s estate and assist in meeting a trustee’s legal requirements to settle and estate and distribute trust funds. Our goal is transparency, and helping trustees transfer trust estates while keeping beneficiaries informed on trust administration.
Special Needs Trust Planning
Our attorneys can help you design an estate plan that promotes and enhances the lives of those with different needs. Our supplemental planning helps support a person who receives public benefits to maximize healthcare and lifestyle.
Tax Planning and Gifting
As a certified specialist in Estate Planning, Probate and Trust Law, we can help visualize and develop gifting strategies and irrevocable trust planning to meet your family wealth transfer goals. We work with you and tax planners, accountants, and financial advisors to cover your tax goals.