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.