Estate Planning

Estate Planning

  • Preparation and amendment of estate planning packages including revocable trust, pour over wills, general assignments, power of attorney, and health care power of attorney for estates ranging in size from $100,000 to well over $100,000,000.00.
  • Preparation of irrevocable life insurance trusts (ILITs) for estate planning clients.
  • Administration of living trusts (Trust Administration).
  • Consultation regarding probate avoidance for small estates for estate planning clients with small estates (Less than $150,000).
  • Will preparation.
  • Consultations and document preparation related to estate tax avoidance.
  • Preparation of federal estate tax returns.
  • Preparation of small estate affidavits for estate planning clients.
  • Formation of private foundations.
  • Family business transfer planning.
Call (661) 379-0322 for a ConsultationMon - Fri: 8am - 6pm