ESTATE PLANNING ATTORNEY’S
ORANGE COUNTY AND
TRUST & ESTATES,
Receive Expert Legal Counsel on Trusts and Estate Planning
The Hess-Verdon Law Firm, located in Newport Beach, Orange County works diligently to give you an in-depth overview of trust & estates, litigation, corporate formation as well as business and real estate related matters.
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 30+ 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
Southern California Estate Planning Attorneys
HESS-VERDON IS YOUR #1 SOUTHERN CALIFORNIA TRUST & ESTATE LAW FIRM
(DEEP BENCH COURT TIME)
Nearby Cities: Newport Beach, Huntington Beach, Irvine, Laguna Beach, Costa Mesa, and surrounding cities.
Related Practices: Estate & Trust Litigation, Estate Planning, Probate and Probate Litigation, Trust Administration.
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 third-party special needs trusts.
These sometimes require other trusts such as:
- Irrevocable Life Insurance Trusts (ILITS)
- Grantor Retained Trusts
- Charitable Trusts
- Dynasty Trusts
- Qualified Personal Residence Trusts (QPRTS)
- Qualified Domestic Trusts (QDOTS)
- Grandchildren Trusts
- Special Needs Trusts
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
- 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.
Have Your Case Reviewed Today by a Hess-Verdon Attorney
Servicing Southern California Estate Planning Clients
ESTATE PLANNING ATTORNEY NEAR ME
Many people believe to search for an “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 it’s contested.
Trustee & Co-Trustee Not Getting Along
California Business Litigation
Get Answers and Guidance
Hess-Verdon & Associates
A PROFESSIONAL LAW CORPORATION
“Absolutely top notch firm for handling all your estate planning matters.”
“Definitely a firm that will “fight to the finish.”
“I have been working with this firm since 1994; you can’t beat a firm like this, that is so ethical and competent.”
Get In Touch
Our Trust Attorneys Fight to Protect Your Legal Rights.
Call 1-888-318-4430 or Contact Us Below
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