A comprehensive estate plan can not only provide for the preservation and protection of personal assets, whether through a trust, will or conservatoriship, but also ensure the ease of business succession for business owners.
Asset Protection Planning – The drafting of protective trusts designed to preserve your family’s wealth and protect your assets.
Business Succession Planning – Development of a plan to continue the family business in a tax and asset protective manner.
Estate Planning – The drafting of trusts and / or wills to establish how your assets will be distributed, either during your lifetime or upon your death.
Medi-Cal Protective Trust – To protect your assets while maintaining your ability to qualify for Medi-Cal..
Probate & Conservatorships – Expert legal representation during the legal process to establish a conservatorship or validify a decedent’s will and distribute assets.