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Trusts & Estates

TRUSTS & ESTATES

Our Trust & Estates practice centers on guiding clients through the myriad legal issues associated with death and incapacity. These already trying times can be compounded by the taxes, expenses, conflicts, and administrative hurdles that can occur when proper planning isn’t in place. Each client has his or her own unique personal and family situation, assets and liabilities, and estate planning objectives. Whether a client has an interest in a closely held business that requires succession planning, has a special needs beneficiary whose benefits need to be preserved, is a resident of a foreign country but owns United States assets, or simply wants to pass assets to his or her children with minimal delay, our attorneys provide creative and customized planning that account for each client’s individualized circumstances.

Revocable living trusts, wills, financial durable power of attorneys, advance health care directives
Trust administration • Estate and probate administration
Conservatorships • Guardianships
Special needs planning • Medi-Cal planning
Estate and gift tax planning, including the preparation and administration of irrevocable life insurance trusts, dynasty trusts, grantor retained annuity trusts, charitable remainder trusts, and qualified personal residence trusts.
Estate and gift tax return preparation
Property tax planning
International estate planning
Business succession planning
Premarital and marital agreements

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Tustin Office

17592 Irvine Blvd, Suite 202
Tustin, CA 92780

Tel: 714.838.8755
Fax: 714.838.7425

Torrance Office

3820 Del Amo Blvd, Suite 352
Torrance, CA 90503

Tel: 310.793.1201
Fax: 310.371.1218
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