ESTATE PLANNING

Estate planning is the process of anticipating and arranging for the disposal of an estate after a person dies and taking care of the person and the person's assets while unable to do so due to incapacity. Estate planning typically attempts to eliminate uncertainties over the administration of an estate, avoid the delays and costs of probate administration and maximize the value of the estate by reducing taxes and other expenses. Guardians are often designated for minor children and custodians can be designated for pets.
 
Estate planning involves wills, trusts, beneficiary designations, powers of appointment, property ownership (joint tenancy with rights of survivorship, tenancy in common, tenancy by the entirety), gift, and powers of attorney, specifically the durable financial power of attorney and the durable medical power of attorney. 

Our practice includes estate planning, trust and probate administration, and other probate manners, including conservatorship and guardianship. We serve clients in California and out-of-state or trusts and probate matters occurring in San Diego County. We provide tailored estate plans and use caring and compassionate advocacy to handle each of your unique legal needs. A properly executed California estate plan provides you with the tools to ensure your family is secure and ensures you the peace of mind that your family will not be burdened with an unnecessary probate of your estate.

In structuring an overall estate plan, we providing consultation and prepare a variety of documents including:

  • Wills
  • Revocable living trusts
  • Irrevocable trusts, such as life insurance trusts, charitable trusts and children’s trusts
  • Powers of attorney, advance health care directives and related documents to plan for incapacity
  • Beneficiary designations for retirement plans, life insurance and other assets
  • Buy-sell agreements and similar documents for transferring ownership and control of businesses

Our plans are designed to address the varying needs and family circumstances of our clients, including planning for:

  • Parents with minor children
  • Blended families
  • Business owners and professionals, including physicians, dentists and attorneys
  • Clients who wish to make charitable donations
  • Same-sex couples and domestic partners