Estate Planning Attorney Orange County, CA.
Hess-Verdon & Associates Represents clients throughout Orange County and surrounding cities. While their proficiency in Estate Planning and Trust Administration for the ultrahigh net worth individuals and families is unequaled, what sets Hess-Verdon & Associates apart is their expertise in particularly complicated post-mortem litigation and disputes resolution, formations of companies, partnerships or LLCs, and all ares of real estate law.
Estate Planning Services
Advanced Planning of Wills and Trusts
Special Needs Trust
Inheritance Tax Planning
Gifting and Charitable Planning
Schedule an Appointment Today
Servicing All of Orange County, CA. Trust & Estate Planning Needs.
Our Orange County estate planning services include counseling clients and the preparation of Living Trusts, Wills, Insurance Trusts, Dynasty Trusts, Special Needs Trusts, Family Partnerships, Personal Residence Trusts, charitable trusts and other Estate Planning documents to effectuate our client’s goals.
For our clients who are business owners,m they require lawyers experienced in handling the disability or death of an owner or founder. Without a smooth transition, the business’s value is in jeopardy.
Probate and Trust Administration
We also provide legal services in the administration of probate and Trust Estates. The loss of a loved one is a traumatic event. Making financial and legal decisions while grieving is extremely difficult and stressful. At Hess-Verdon & Associates, PLC we make the process of Probate and Trust administration as streamlined and pain-free as possible.
When probate is required, these services typically involve the preparation of court filings including petitions for appointment of executors/guardians/ conservators, inventories of assets, motions, settlements/accountings, and petitions for distributions. In addition, we represent individuals as trustees or as individual beneficiaries in adversarial court proceedings involving inheritance disputes. We help prepare federal estate tax returns for Estates and Trusts.
Litigation – Dispute Resolution
Ancillary to these litigation and administration services, we provide estate planning services to clients in Orange County and surrounding cities. Litigation often requires the attorney to reconcile zealous, aggressive advocacy with potentially volatile intra-family dynamics. Probate and Trust litigation requires a balancing of sensitivity to family relationships and an aggressive approach to litigation which depends on the particular client’s situation.
The attorneys at Hess-Verdon & Associates, PLC represent corporate and individual trustees, charitable organizations, and individual, beneficiaries in Estate and Trust litigation matters, including, but not limited to, the following:
- Will Contests
- Trust Contests
- Breach of Fiduciary Duty Cases
- Discovery of Asset Claims
- Guardian/Conservatorship Proceedings
- Determination of Heirship Proceedings
- Suits for an Accounting
The firm’s greatest compliment is when clients who have been through difficult probate or trust litigation cases return to the firm to plan their own estate so that their families can avoid those battles and difficulties. Hess-Verdon & Associates, PLC knows how to prevent the issues that can destroy a family and its wealth.
Years of Advanced Estate Planning
Confident and Appreciative Clients
Areas of Practice
- Advanced Planning of Wills and Trusts
- Special Needs Trusts
- Inheritance Tax Planning
- Gifting and Charitable Planning
- Advising Trustees
- Representation of Individual Trustees and Corporate Trustees
- Represent Beneficiaries
- Estate Settlements
- Trust Accounting
- Petitions for Distributions
Trust and Probate Litigation
- Complex Litigation over Inheritance
- Will and Trust Contests
- Breach of Fiduciary Duties
Since its founding in 1990, full-service law firm Hess-Verdon & Associates, PLC has provided Orange County client-centered services with innovative and cost-effective solutions.
Have a question? A Hess-Verdon Attorney is ready to assist you:
Have an Estate Plan Custom for you!
The firm’s philosophy is to put the needs of the clients first to help them achieve their goals. The team at Hess-Verdon & Associates, PLC has assisted Orange County families with matters ranging from planning family Estates to the creation and maintenance of businesses. Their hard work and dedication has earned a reputation for excellence and a track record of success.
What documents are needed for estate planning?
- Durable power of attorney.
- Beneficiary designations.
- Letter of intent.
- Healthcare power of attorney.
- Guardianship designations.