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Arlene Bakirci

Arlene Bakirci

Associate Attorney

Arlene Bakirci is an Associate Attorney specializing in estate planning, trust administration, and business formation. She diligently works alongside clients to fulfill their estate planning objectives and efficiently resolve trust administration issues. Ms. Bakirci manages post-mortem trust administration, offering general guidance and overseeing the collection and management of trust assets. Her responsibilities encompass a range of tasks, from investigating and valuing trust assets to assisting in the allocation and distribution of assets and establishing sub-trusts.

Ms. Bakirci’s expertise in estate planning enables her to create customized plans tailored to clients’ specific goals and needs. She represents both individuals and businesses in all aspects of estate planning. Her experience in handling the intricacies of trust administration provides her with invaluable insights, allowing her to craft well-informed trust and estate planning documents for her clients.

Hess-Verdon and Associates PLC has been featured in the California Lawyer magazine and the Orange County Lawyer magazine regarding Trusts and Estate issues.

Arlene Bakirci
Arlene Bakirci
Hess-Verdon In The News
Arlene Bakirci
Arlene Bakirci
Arlene Bakirci

Arlene Bakirci

Associate Attorney

Trust Administration

Ms. Bakirci handles post-mortem trust administration, including providing general advice, instructions, and supervision concerning the collection of assets and management of the trust. Which include but are not limited to:

  • Assisting in investigating, inventorying, and valuing the trust assets
  • Analyzing assets with your financial advisor to design a plan to implement re-titling and allocation of assets where appropriate to take full advantage of all applicable estate tax exclusions;
  • Establishing and documenting the capital gains tax basis for trust assets; Assisting in collecting the proceeds of life insurance, annuities, IRA’S, and qualified retirement plans such as 401(k)s, SEPS, 403(b)s, etc.;
  • Representing you in connection with the sale of trust-owned real estate;
  • Payment of debts of the trust, trustee compliance with the trust instrument, and applicable trust law affecting the administration of the trust;
  • Providing advice and preparing documents in connection with the allocation and distribution of trust assets;
  • Allocating and funding assets to any credit shelter trusts, marital trusts, and other trusts and sub-trusts established by the original trust instrument. 

Estate Planning

Ms. Bakirci has worked closely with clients and their advisors to customize and administer plans that make sense for clients’ particular goals and needs.

She represents individuals and businesses in all aspects of estate planning.

Ms. Bakirci’s experience provides a keen insight into what happens when a loved one passes away, which assists her in drafting your trust and estate planning documents. 

Education

  • Juris Doctor Degree, Chapman University Fowler School of Law
  • Bachelor of Arts in English, Minor in Criminology, Law, and Society, University of California, Irvine

Professional & Community Associations

  • California State Bar Association
  • Orange County Bar Association