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Our office specializes in estate plans that work. We offer client centered counseling to develop a plan custom designed for you. The initial counseling interview is used to learn about you, your family, your estate and, most importantly, your goals. The next step is to design an estate plan based around your goals using a team approach that involves your other advisers, such as accountants and financial planners, in the planning process to ensure a plan appropriate for you and your family. The final step is implementing the estate plan tailored to your needs and goals.
It is our objective to provide you with a plan that works. Plans that work allow you to control your property while you are alive and well, take care of yourself and your loved ones in time of disability, and upon your death give what you have, to whom you want, when you want, all at the lowest overall financial and emotional cost to you and your loved ones.
Contact us for your free consultation: (310) 581-4934
Los Angeles Probate and Trust Lawyer Blog
- Who Would Receive Your Property if Your Testamentary Transfer is to a Disqualified Transferee Under California's Care Custodian Statute?: Part III Who receives your property if you die without an estate plan, if your designated beneficiary(ies) predeceases you, disclaims their interest in your ....
- Disqualification of an Inheritance under California Probate Code Section 21350: California's Care Custodian Code: Part II How could Ken be disqualified as Bob's beneficiary?In our example posted on March 11, 2009, the contestant of Bob's Will (Bob's second cousin) who is ....
- Los Angeles Probate Case Heard By California Supreme Court: The Possible Implications of Testamentary Transfers to Your Friend: Part I California's Custodian Care Statute - Probate Code §21350Do you think there are any restrictions or limitations on whom you choose to receive your ....