Drafting Wills and Trust Instruments
With over 30 years experience, our attorneys work with clients to prepare a custom estate plan tailored to their specific needs and goals. Initial consultations include thoughtful discussion and consideration of the client’s needs and goals, family situation, a review of assets and possible tax implications. Our clients repeatedly tell us they feel a sense relief and peace of mind once they complete their estate plan.
Pour-Over Will & Revocable Living Trust
A Pour-Over Will with a separate Revocable Living Trust will avoid Probate and will allow as much as $11.2 million per individual or $22.4 million for couples (tax year 2018) to be sheltered from Federal Estate Taxes. A properly established Will and Trust also provides for orderly management of your affairs in the event you become incapacitated.
Last Will & Testament
A Last Will & Testament may be sufficient under certain circumstances to name an executor and provide for the distribution of assets without the need for a living trust.
Will With Unfunded Trust For Minor Children
This Will and Trust combination will ensure that the proceeds from your Estate are used for the support and education of minor children. At a designated age the remaining funds will be distributed directly. This does not avoid Probate or provide shelter from Federal Estate Taxes.
Special Needs Trust
Families with members who have disabilities or special needs, such as addiction issues, often need more careful and attentive planning.
Through special needs planning, you can:
- Manage money on behalf of a special needs child well into adulthood
- Ensure that special needs individuals in your family qualify for CA and federal benefits they are entitled to
- Leave behind funds to cover the care of a special needs child after you are gone