Estate Planning

A California living trust transfers your assets into a trust while you're alive. You can still use these assets, and upon your death, the trust distributes them to your chosen beneficiaries.

Wills provide control over your possessions post-death, ensuring they go to the right people. It can appoint an executor to implement your wishes and can designate a guardian for your minor children.

A Power of Attorney allows someone else to act legally on your behalf, which can avoid the need for a court-appointed conservator or guardian if you become incapacitated.

Probate is the court-supervised process for managing a decedent's estate. If there's a will, it's validated, an executor is appointed, and probate assets are managed.

Trust Administration oversees the distribution of trust assets upon the trustor's death. A trustee, often a relative, a friend, or a corporate entity, is designated to ensure the trustor's wishes are fulfilled.

A court-appointed conservator or guardian manages financial or health care decisions for someone unable to do so. The appointment process, also known as living probate, ensures the well-being of the concerned individual.

An Advance Healthcare Directive outlines your healthcare decisions if you can't communicate them. It appoints an agent for executing these decisions and primarily covers medical treatment, excluding mental health unless specified.

Asset protection is a strategy to safeguard your accumulated assets. Our innovative attorneys design customized plans focusing on tax avoidance and creditor deterrence, securing your assets against unforeseen challenges.