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Ultimate Guide to Estate Planning – What You Should Know!

How to Find the Right Estate Planning Attorney

and what to consider when choosing your law firm.

Your Orange County Estate Planning Law Firm

 

Choosing the Right Estate Planning Firm is Paramount

It is so important to have your wishes known in a way that prevents confusion (trust litigation), delay, disputes and waste. We encourage the active participation of clients in the estate planning process and work closely with outside accounting, investment, insurance and banking professionals, as client interests dictate.

For over 29 years we have met our clients needs and provided the highest in professional and personal excellence. See our Client Quotes and see what our clients have said about how easy the process was and the quality of our team – our knowledge, expertise and dedication to them personally and professionally.

Using Basic Estate Planning Tools

Most estates include a comprehensive plan with the following documents:

  • Living Trust
  • Pour Over Will
  • Durable Power of Attorney For Assets
  • Advanced Health Care Directive

Tip:  The Right to Amend.  Who can change things after a first death (married couple and one spouse dies)

What Should I Consider in Achieving Good Counsel?

You need comprehensive, results-driven legal counsel to drive this issue to an amicable negotiation through the litigation process. And if you desire mediation or arbitration, whichever benefits your situation, our firm has been representing business owners and family businesses for over 30 years.

With that said, if there is no alternative, then protect your rights through the legal system!

Don’t Settle For Less

We use Sophisticated estate planning and wealth preservation techniques

office Advanced Estate Planning of Wills and Trusts | Hess-Verdon

Have Your Estate Planning Needs Reviewed Today

Call 949-706-7300

Serving State: California, Southern California

Serving Counties: Orange County, Los Angeles County, Riverside & San Bernardino County, San Diego County

Serving Cities: Newport Beach, Huntington Beach, Irvine, Costa Mesa, Laguna Beach, Newport Coast, Corona Del Mar, Santa Ana, Anaheim, San Juan Capistrano, San Clemente, Buena Park, Fullerton, Orange, Lake Forest, Laguna Hills, Garden Grove, Tustin, Yorba Linda, Fountain Valley, Westminster, Dana Point, Rancho Santa Margarita, North Tustin, Seal Beach, Los Alamitos, Villa Park, Ladera Ranch, Placentia, Laguna Woods, Aliso Viejo, Coto De Caza, State of California

 

Hess Verdon 15 e1565385776228 Advanced Estate Planning of Wills and Trusts | Hess-Verdon

Schedule an appointment today. Our specialized team is ready to assist you.

Call 949-706-7300.

bigstock Legal law concept image scale 311988685 Advanced Estate Planning of Wills and Trusts | Hess-Verdon

Advanced Planning

More advanced planning is sometimes needed because of the size of the estate, the types of assets in the estate or because there are complicated family issues. Our living trust attorneys use sophisticated estate planning and wealth preservation techniques to assist individuals, families, executives, and owners of closely-held businesses to preserve and protect their assets and tailor plans to meet each client’s objectives.

 

Other Types of Trusts

We counsel clients on estate and tax planning, wealth preservation, multi-generational tax and estate planning, asset protection planning, business succession planning, charitable planning, and related legal matters. We assist families in dealing with family legal issues affecting seniors and disabled children or family members with special needs.

These sometimes require other trusts such as:

Other Entities Used in Connection with Trusts

Many individuals and families also need counsel to achieve integration of their business and estate planning objectives, to deal with issues of control, business succession and liquidity and to plan to minimize estate and income taxes and to effectuate our client’s goals.

  • Limited Liability Companies (LLC)
  • S Corporations
  • Partnerships
  • Family Limited Partnerships

We also create tax-qualified charitable trusts and private foundations and assist clients in advancing their philanthropic interests.

Our Orange County Estate Planning Attorneys handle all phases of Trust Administration, including probate of estates, collection of estate assets, funding of living trusts, trustee accountings, assist in the preparation of estate tax returns and oversee the distribution of estate assets to beneficiaries. We use appropriate tax planning options to further our client’s interests.

Schedule an appointment today. Our specialized team is ready to assist you.

Call 949-706-7300.

Servicing Southern California Estate Planning Clients

ESTATE PLANNING ATTORNEY NEAR ME

Many people believe to search for “estate planning attorney near me” is ok but that may be a downfall. You see, there are dozens of estate planning attorneys in Orange County, and they do quite well in their endeavors. But a long lasting estate plan is an entirely different situation, especially when its contested.

We are one of the Top Litigation Law Firms in Orange County

We are here to bring Peace of Mind!

Competent, Aggressive Legal Representation, Well Established

Get Smart & Strategic Legal Advice. Your Business deserves it!

Hess Verdon 9 Advanced Estate Planning of Wills and Trusts | Hess-Verdon

Your Orange County Law Firm

Living Trusts, Estate Planning, Business Formation, Real Estate Law

Trust Litigation | Business Litigation | Real Estate Litigation

Jillyn Hess Verdon Advanced Estate Planning of Wills and Trusts | Hess-Verdon

Jillyn Hess-Verdon

Managing Partner

David Crumpton 3 Advanced Estate Planning of Wills and Trusts | Hess-Verdon

David Crumpton

Associate Attorney

Keith Van Dyke Advanced Estate Planning of Wills and Trusts | Hess-Verdon

Keith Van Dyke

Partner

James R Cunningham Advanced Estate Planning of Wills and Trusts | Hess-Verdon

James R. Cunningham

Senior Associate - Attorney

R. Kurt Ketchum Advanced Estate Planning of Wills and Trusts | Hess-Verdon

R. Kurt Ketchum

Associate Attorney

Fee Arrangements Include:

  • Hourly fees, regular rates, structured rates, and custom rates to meet your particular needs.
  • Contingent Fees if the merits and nature of your case warrant.
  • Part hourly/part contingent fees.
  • Enforce provisions to make your opponent pay your fees.
  • Fixed Fees.
  • Retainers.
  • Cooperate with corporate legal department policies.
  • There is generally no charge to a new client for an initial one-hour consultation.
  • Second opinions on the handling of your case can be rendered on favorable terms, in some cases, at no charge.

We work with you to keep your fees to a minimum by designing a strategy that gets the maximum result. We work diligently to promote a favorable settlement with the least expenditure of time.

We have successfully represented a large variety of clients. The successful outcome of any given case, which is always dependent upon its specific facts, can never be guaranteed.

In some matters, when we negotiate some or all of the attorney fees on a contingency basis, the client may be held responsible for advanced costs.  

Some of the advanced costs (including, but not limited to)

  • Deposition fees, filing fees, witness fees, etc. when there is no recovery.