SERVICES

 

ESTATE PLANNING

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We prepare many different types of trusts which range from a simple probate avoidance trust to the more complex generation skipping trust designed to preserve your wealth for future generations.  To schedule an appointment to meet with us and review your current estate plan or to begin your estate planning and discuss whether a trust would be appropriate for your personal plan, please visit OUR OFFER page for details.

 

Some of the documents we prepare for our clients include:

 

     • Declaration of Trust

     • Amendments of Existing Trusts

     • Wills

     • Durable Power of Attorney for Property Management

     • Advance Health Care Directives

     • Grant Deeds conveying real property in California to your Trust (including Mobile Homes)

 

 

ADMINISTRATION OF TRUSTS AFTER DEATH

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Oftentimes people who have trusts mistakenly believe there is nothing to do after a death because they have a trust.  Many of the same duties and responsibilities that are required for a probate also are required of a trust, just without the involvement of the probate court.  Our office will guide you through the process, coordinating with your tax preparer the changes in income taxes, preserving the ever important property tax basis, if necessary preparing the federal estate tax returns and or fiduciary accounting that is required when the trust is terminating and being distributed.  Whether it is the death of the first spouse and the trust will continue, or a death resulting in the distribution of the trust we are available to meet with you and provide support and guidance.

 

Our office is unique in that we are able to provide assistance not only with the legal aspects of the administration but also with the specialized fiduciary and probate accounting as well as the federal estate tax return preparation.  This allows you to be assured that all areas of the administration are coordinated and cohesive.  Due to our expertise in this area we also have established professional relationships with many accountants and tax preparers in the area with whom we coordinate this process and preparation of future trust income tax returns.

 

 

PROBATE

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For estates where there is only a Will, or no estate planning in place at death, we are also available to assist in the formal probate proceedings as set forth by the California Probate Code.  We will represent you in court and address all court issues in order for you to make a final transfer of assets to the rightful heirs and beneficiaries.

 

 

INITIAL INTERVIEW SHEET

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Please click HERE to fill out the initial interview sheet.