||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.
- 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.