Attorney For Your California Estate Planning Needs

Estate planning is one of the most neglected areas of law because it deals with circumstances that are inevitable but not necessarily predictable. Death and incapacity are difficult topics to contemplate. However, it is necessary to do so if you are to protect yourself and your loved ones.

I can carefully guide you through the estate planning process so you can be sure the end result reflects your goals. Contact me at my offices in Encino or the Santa Clarita Valley for an initial consultation.

Preparing A Comprehensive Plan For Your Estate

I will help you decide which documents and tools you can use to achieve your goals and protect your assets. Depending on your specific circumstances, you may be interested in any or all of the following:

  • Wills (including pour-over wills for clients with living trusts)
  • Revocable living trusts (for probate avoidance)
  • AB trusts (to reduce estate tax liability)
  • Life insurance trusts and generation-skipping trusts (for tax benefits)
  • Educational trusts, special needs trusts and other specific trust provisions
  • Limited family partnerships and LLCs
  • Powers of attorney (for financial affairs if you become incapacitated)
  • Advance health care directives (also known as living wills)

I can also help clients pursue conservatorships to protect elderly parents and other loved ones (and their assets) who may have become incapacitated without having provided for their care using a power of attorney. If you are involved in a dispute over a loved one's will and estate plan, I will advocate for your rights and interests.

Looking At The Big Picture And Planning Ahead

Estate planning is not just a matter of putting together a packet of documents, as important as they may be. It also involves making financial and property decisions that can protect you late in life and increase the value of your estate for your heirs.

Do you have adequate life insurance? Are you optimally prepared to take advantage of Medicaid and other sources of funding should you need nursing home care? Who will take over your business if you die? What are the estate planning implications of divorce?

I can help you go over all of these issues and determine what actions you can take to protect yourself, your home and your family. Contact me to speak to an experienced estate planning lawyer who will take a big-picture approach.