Living Trust Attorney Law Firm in Orange County, CA.

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.

Living Trust Attorney in OC

Wills, Trusts & Estate Planning

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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
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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. 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.

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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
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Second Opinion

There are times when you really need a second opinion from another attorney. We can confidentially evaluate what the problems and solutions are for your case and tell you the truth about what the source is of your delays, problems or increased expense if you are currently in litigation. Second opinions on how your case is being handled can be rendered on favorable terms, in some cases at no charge.

Get Immediate Help!

Our litigation group has extensive trust, estate and probate litigation experience

Success in litigation requires extensive experience in trial preparation, strategy and trial presentation.  We welcome the opportunity to discuss your needs, our qualifications, staffing approaches and rate structures with a view toward the successful resolution of Estate, Trust and Probate-related problems.

620 Newport Center Drive Suite 1400, Newport Beach , CA. 92660

1-800-923-6400

contact@HessVerdon.com

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
  • 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 clients interests.

Years Litigating Trust & Estate Cases Nationwide

Confident and Appreciative Clients

Hess-Verdon & Associates PLC, the premiere Orange County Trust & Estates Law firm, is headquartered in Newport Beach, California. Over the past 29 years, our firm has advised thousands of clients.

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Keith Van Dyke - Partner

Mr. Van Dyke is a Partner with the firm and has extensive trial experience having practiced in litigation for over 33 years. He also has extensive experience in handling arbitrations, mediations, law and motion, discovery and all areas of trial preparation. He practices Probate and civil litigation in both State and Federal Courts. He has tried numerous high value cases to successful conclusions by tenaciously representing his client interests. He is highly proficient at achieving positive results for his clients through the litigation process.

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Jillyn Hess-Verdon - Managing Partner

Mrs. Verdon founded the firm in 1990, and has successfully advised high net-worth individuals and corporate executives with their estate tax and corporate matters. She is a noted speaker on the subjects of Advanced Estate Planning, Estate Tax Planning, Special Needs Trusts for Disabled Family Members, Charitable Planning and Strategies For Wealthy Families Who Own Businesses. Whether the matter was planning their estate for their family or dealing with unexpected problems as a business owner her dedication to achieve results for her clients has earned her a reputation of excellence and a track record of success. Ms. Verdon’s commitment to the highest level of legal expertise and knowledge while providing personal service to her clients has caused the firm to grow into one of Southern California’s leading law firms.

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James R. Cunningham

Mr. Cunningham has extensive experience in the areas of estate planning, tax, business planning, probate, and trust administration. He received his Juris Doctor (J.D.) Degree from the University of the Pacific, McGeorge School of Law with a concentration in Tax.  Mr. Cunningham works closely with his clients designing and implementing a variety of tax, business and estate planning strategies. He has worked extensively with the estate and gift tax laws and is well versed in the techniques which are available to minimize the harsh impact of those taxes.

MEET THE TEAM

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Jillyn Hess-Verdon - Managing Partner

Mrs. Verdon founded the firm in 1990, and has successfully advised high net-worth individuals and corporate executives with their estate tax and corporate matters. She is a noted speaker on the subjects of Advanced Estate Planning, Estate Tax Planning, Special Needs Trusts for Disabled Family Members, Charitable Planning and Strategies For Wealthy Families Who Own Businesses. Whether the matter was planning their estate for their family or dealing with unexpected problems as a business owner her dedication to achieve results for her clients has earned her a reputation of excellence and a track record of success. Ms. Verdon’s commitment to the highest level of legal expertise and knowledge while providing personal service to her clients has caused the firm to grow into one of Southern California’s leading law firms.

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Keith Van Dyke - Partner

Mr. Van Dyke is a Partner with the firm and has extensive trial experience having practiced in litigation for over 33 years. He also has extensive experience in handling arbitrations, mediations, law and motion, discovery and all areas of trial preparation. He practices Probate and civil litigation in both State and Federal Courts. He has tried numerous high value cases to successful conclusions by tenaciously representing his client interests. He is highly proficient at achieving positive results for his clients through the litigation process.

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James R. Cunningham

Mr. Cunningham has extensive experience in the areas of estate planning, tax, business planning, probate, and trust administration. He received his Juris Doctor (J.D.) Degree from the University of the Pacific, McGeorge School of Law with a concentration in Tax.  Mr. Cunningham works closely with his clients designing and implementing a variety of tax, business and estate planning strategies. He has worked extensively with the estate and gift tax laws and is well versed in the techniques which are available to minimize the harsh impact of those taxes.

Our Guarantee

We guarantee that as a client of our firm you will receive cost-effective legal services delivered in a timely manner. We promise to involve you in strategic decisions and to communicate with you regularly. We cannot guarantee outcomes, but we do guarantee your satisfaction with our service. If at any time our firm does not perform to your satisfaction, we ask that you inform us promptly. We will then resolve the issue to your satisfaction, even if it means reducing our legal fees.

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Schedule A Free Consultation:

Call:

1-800-923-6400

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Client Testimonials

Definitely a firm that will “fight to the finish.”

Frances Gruben

Client since 2010

“Outstanding expertise and client rapport.”

Suzanne Casey

Client Since 2018

“Hess-Verdon is a very professional and knowledgable on corporate law, that can help with estate planning matters”

Roy Trachsel

Client Since 1995

As Mentioned In

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How May We Help You?

620 Newport Center Drive Suite 1400, Newport Beach , CA. 92660

1-800-923-6400

contact@HessVerdon.com