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When you’ve worked hard to accumulate assets, especially when some of them are invested in ongoing business concerns, you should take a moment to consider the importance of tax planning and asset protection.

Wills and trusts are essential legal instruments that help individuals plan the distribution of their assets and designate beneficiaries after their passing. A trust provides a means to protect and allocate assets according to specific instructions, often avoiding probate. A will can be designed to work in tandem, or apart, from a trust.

Trust administration involves the management and distribution of assets held in a trust, typically after the death of the trust's creator. The appointed trustee oversees the fulfillment of the trust's terms, ensuring that beneficiaries receive their designated shares while adhering to legal and administrative requirements.

California probate is the legal process through which a deceased person's estate is administered, debts are settled, and assets are distributed under court supervision. This often involves validating the deceased person's will, appointing an executor, and ensuring a fair and lawful distribution of assets according to California probate laws.

The legal process by which the court, on petition, appoints an individual to have the authority to care for another adult or minor’s wellbeing or finances.

When you’ve worked hard to accumulate assets, especially when some of them are invested in ongoing business concerns, you should take a moment to consider the importance of tax planning and asset protection.

Our firm assists with entity selection, formation, compliance, and succession planning. If you have a portfolio of real estate, whether it is your primary residence or investment, our attorneys can advise liability issues, title and partnership disputes.