Best Santa Ana Estate Planning Lawyers
During these trying times, we know it is vitally important for you to save time and money. Is peace of mind important to you? Rest assured that our highly qualified attorneys will assist you every step of the way.
Top Trust & Estate Planning Attorney – Santa Ana
At Hess-Verdon, you will find your answers! After 30+ years in estate planning and litigation matters, you will receive in-depth knowledge from deep-court experienced lawyers. The intricacies are in the details!
When up against a trust & estate matter, it is crucial to receive superior knowledge to guide you on your legal standings.
For a limited time, we are offering a 2nd opinion case review.
What to expect
You can expect unparalleled client-centered focus!
We are aggressive in representing our client’s legal rights! With that said, feel free to request a 2nd opinion case review. Professionalism from beginning to end is our motto.
Sophisticated estate planning matters, including blended family topics, trustee and co-trustee disputes, trustee representation, beneficiary representation, corporate formations, business partnership disputes, and real estate matters.
Our clients are aware that a highly drafted living trust is paramount. You will never know how well written your estate plan because it comes into effect after you die.
Who will know?
Your successor trustee and beneficiaries will know, so, Hess-Verdon drafts your trust with 30+ years of court time and with a trust administration backbone!
Meet our Managing Partners. Well skilled and down-to-earth, is what you’ll find here at Hess-Verdon. The Hess-Verdon team of lawyers focuses on Litigation, Trust Administration, Wills, Insurance Trusts, Dynasty Trusts, Special Needs Trusts, Family Partnerships, Personal Residence Trusts, Charitable Trusts, Corporate formations, Partnership disputes, and other Real Estate Law.
Santa Ana Estate Attorneys Near Me
Hess Verdon is in Newport Beach. We have 30 years’ experience in estate planning law. We have helped thousands of clients protect their estate, grow their estate, and pass it down to their loved ones through various legal instruments.
Our estate lawyers can help you administer or contest a Trust or Will. We also have expertise in business law and elder abuse law. Expect personalized services that put you in control. Request a no-obligation case assessment
Advanced Estate Planning
Living Trusts | Irrevocable Trusts
What is an advanced estate plan?
It’s where your estate combines businesses, properties, intellectual property, blended families, and complex family matters. As a trustor/grantor, it’s crucial to have all your i’s dotted and t’s crossed in this litigious environment.
Now, some people believe it’s ok to search for an “estate planning lawyer near me” and that drafting an estate plan is routine. With the growth of trust and probate litigation, it’s obvious it’s not. When it comes to advanced estate planning, a deep-court experienced attorney is always a great choice. Hess-Verdon leads the way!
Our living trust lawyers use sophisticated estate planning and wealth preservation techniques to assist individuals, families, executives, and owners of closely-held businesses in preserving and protecting their assets and tailor plans to meet each client’s objectives.
Contact Us Today
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 Irvine families in dealing with family legal issues affecting seniors and disabled children or family members with special needs.
Meet The Team
- Charitable Remainder Trust (CRT)
- Grantor Retained Annuity Trust (GRAT)
- Qualified Personal Residence Trust (QTIP)
- Learn more on estate planning.
Are you looking for a trust attorney in the Santa Ana area? When it comes to the practice of Trust and estates, it can be difficult finding an attorney that’s experienced in handling your specific issues.
With over 30+ years of law, 3000+ clients throughout our tenure,
you can receive in-depth legal counsel today.
Request a Case Review Today Call us at 949-706-7300Trustee Accounting Trust Law says that Trustee accounting is the Trustee's fiduciary duty to keep beneficiaries up-to-date about the "terms" of the Trust. This includes, but is not limited to, any instructions,...
California Trust & Probate Litigation Lawyers
Are you looking for an estate litigation attorney in your area? When it comes to the practice of Trust and estates, it can be difficult finding an attorney that’s experienced in handling your specific issues. Siblings contesting the trust?
- Can a Trustee sue on behalf of the trust
- Can a Trustee be held personally liable
- Can a Trustee remove a Beneficiary from a trust
- Settling a Trust After Death
- Being a Trustee of a Trust
NEED A SECOND OPINION?
Hess-Verdon is ready to help you today.
Request a Case Review Today Call us at 949-706-7300Step-up Basis at Death for Revocable and Irrevocable Trusts A step-up in basis refers to the appraisal of appreciated assets' value in a trust to inform taxation upon inheritance. Usually, what is considered...
Request a Case Review Today Call us at 949-706-7300CRT Attorney California Charitable Remainder Trust Calculator A charitable remainder trust (CRT) is an irrevocable trust, meaning it cannot be modified or terminated without the beneficiary's permission....
Request a Case Review Today Call us at 949-706-7300Estate Planning Spousal Lifetime Access Trust Pros and Cons If you love your spouse, you strive for their financial wellness every waking hour. A Spousal Lifetime Access Trust makes things a little easier....