It is so important to have your wishes known in a way that prevents confusion, 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 twenty (20) 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
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. We 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 clients 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:
- 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 clients 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 clients interests.
What People Say About Us
Good information about our specific issues with disabled children.Paula Zinti
“Very thorough. Great advice and information.Verna H. Dougherty
Individual personal services from Jillyn and the staff.Robert & Kay Johnson
Great service and extremely knowledgeable about the topic(s) or interest. Jillyn makes things easy to understand.Steve Sipe