Estate Planning & Trust
Our services encompass the estate planning area, meeting with clients to tailor a complete plan for their asset protection, particularly in the following:
  • Trusts: Revocable Living Trusts, Irrevocable Trusts and Charitable Remainder Trusts.
  • Wills.
  • Change of Deeds.
  • Assets Protection: inter vivos gifts to individuals and trust.
  • Durable Power of Attorney for Health Care and Financial Matters.
  • Property Transfers Between Spouses and To Children.
  • Transfers at Death.
  • Various Tax Issues: Estate and Gift Tax, Income Tax, Generation Skipping Tax and Death Tax.
  • Various Special Assets Transfers: Life Insurance, Business Entity Shares, Pension and Annuities.
  • Elder Law and Medi-Cal Planning issues.