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.
 EstatePlanning
 

317 W. Las Tunas Drive, Suite 205, San Gabriel, CA 91776

Phone: (626) 703-4303

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Estate Planning 財產規劃 | Employment Law 勞工法