Trusts, Estates & Probates

Trusts & Estates

We have over 40 years of combined estate planning experience with estates as large as $350 million. Each estate plan is crafted while taking into consideration the client's goals and culture, transfer taxes, estate taxes, capital gains, gift, generation skipping taxes, and the relevant codes.


Call us today regarding your unique assets and goals. We have a successful history of transferring intellectual property, real estate, companies and various other assets to the intended beneficiary(ies).

Probate

Probate is a formal court proceeding that means "proving" the will or establishing the validity of a will. Probate is often necessary to flush out assets of an estate without clear settlor or testamentary intent. Probate also serves to clear transfers for assets in dispute or assets left out of a trust agreement - among other functions. 


Call us today to discuss your probate needs.

Costs

Costs vary based on the complexity and the nature of the assets. A typical estate plan in California with real estate should include a Trust Agreement, Pour Over Will(s), Certification of Trust, Comprehensive Transfer Document, General Durable Power(s) of Attorney for Financial Matters, Advance Health Care Directive(s), and transferring the real property (and likely other assets) into the Trust Agreement. A typical estate plan under $3 million will cost approximately $2,375, which includes notary and recording.


Call us today for a free consultation. 

p: 800-941-4807

Private Client

Business Succession Planning

We appreciate your unique goals, financial, business and personal legal needs. We represent clients with their personal business holdings, estate planning succession strategies, asset transfers, and elder care matters. Every solution is uniquely crafted for each client.

Wealth Transfer Planning

We work with teams across multiple practice areas as well as CPAs and financial advisors to provide the most effective solutions for high net worth individuals and families.

Private Business General Counsel Services

Call us today to discuss your private business or closely held company legal needs.


p: 800-941-4807