Areas of Practice

Living Trusts

Our California Living Trust services help individuals and families avoid probate, ensuring a smooth transfer of assets while maintaining privacy and control. Our comprehensive trust package includes a Revocable Living Trust, Certification of Trust, Power of Attorney, HIPAA Authorization, and an Advance Health Care Directive. For married couples, we also provide an Agreement Regarding Community Property when applicable. We tailor each estate plan to meet your unique needs, providing peace of mind for you and your loved ones.

Advanced Estate Planning

Our Advanced Estate Planning services are designed for high-net-worth individuals and families whose assets exceed the Federal Estate and Gift Tax exemption. We provide strategic consultations on minimizing tax liability and preserving wealth across generations. Our tailored solutions include dynasty trusts, irrevocable trusts, and other sophisticated estate planning vehicles to protect assets from future taxation while ensuring financial security for your heirs. Let us help you create a comprehensive plan that safeguards your legacy.

Trust Administration

Our Trust Administration services guide spouses and successor trustees through the process of managing and transferring trust assets after a settlor’s passing. We provide step-by-step assistance to ensure the trust is administered efficiently and in compliance with California law. From notifying beneficiaries to handling asset distributions and tax considerations, we help ease the burden during a difficult time, ensuring a smooth transition and honoring the settlor’s wishes.

Probate

Our California Probate services assist executors and beneficiaries in navigating the court-supervised process of settling an estate when a loved one passes away without a trust. When feasible, we also handle Heggstad petitions to transfer assets into a trust without full probate, as well as spousal property petitions to expedite the transfer of assets to a surviving spouse. Our goal is to streamline the process, minimize delays, and ensure a smooth resolution in accordance with California law.

Premarital Agreements

We assist individuals in drafting and negotiating premarital agreements to protect future inherited assets and preserve family wealth. A well-crafted premarital agreement can establish clear financial boundaries, safeguard separate property, and prevent future disputes. Our approach ensures that your agreement is legally sound and complies with California law, customized to your unique circumstances, and provides peace of mind as you enter marriage with financial clarity and security.

Postnuptial Agreements

We assist couples in drafting postnuptial agreements in California to clarify financial rights and obligations during marriage. Whether used to protect separate assets, address changes in financial circumstances, or outline terms for future inheritance, a postnuptial agreement can help safeguard wealth and prevent future disputes. Our tailored approach ensures that your agreement complies with California law and reflects your unique financial goals, providing security and peace of mind for both spouses..

Real Property Transfers

We assist with the proper transfer of real property into a trust, as well as interspousal deed transfers for properties located in California. Our services ensure that transfers are completed correctly to avoid unnecessary taxation and prevent property tax reassessment where applicable. We also help prepare and file Claims for Reassessment Exclusion for transfers between parents and children or grandparents and grandchildren, protecting your property’s tax basis. With our guidance, you can confidently secure your real estate assets while complying with California laws.