Estate Planning

Estate Planning and Administration and Business Succession: Your Wishes Understood. Your Legacy Ushered into the Future


Estate Planning: Your Wishes Understood

Our firm is here to face these certainties with you: one day you will be gone, and one day before then you could be incapacitated. These are not enjoyable events to consider, so why add the anxiety of worrying what will happen to your estate when these things come to pass? Estate planning is the key to knowing your wishes will be realized once you are no longer in control. With the kind of careful planning you’ll receive with our firm, you will be at ease about the things you can control. We will guide you through the process of helping you define exactly what you want, and ensure you have the correct legal preparation to make your wishes a reality. You may already know what you want, or you may not yet have a solid picture in mind. Whatever your starting point, we can help you hone your vision. This is where a local attorney is invaluable. In-depth discussions with lawyers in our Los Angeles County and surrounding area communities will help you pinpoint your estate planning intentions, including any health directives.

Estate Planning: Your Wishes Realized, Your Inheritors Protected

Many people experience a sense of relief just completing the first step: finally delineating their estate plan in full. However, we handle the intricacies required to create a legal framework for the execution of your unique plan and the protection of your inheritors’ privacy. For example, we can help your descendants avoid probate court, where all of your assets and their distribution will become public record, by setting up certain kinds of trusts.

Estate Administration: Your Wishes Upheld

A carefully crafted plan is only as good as the people administering it. We provide expert estate administration services to ensure your plan is executed efficiently, thoroughly, and in compliance with all applicable laws and deadlines.When the moment comes, we are there. We have you, your family, and your interests well in hand. Business Succession: Your Legacy Ushered Into the Future Whether you own a small business in Simi Valley, manage a string of stores from Westlake, or run a national enterprise from your home office in Calabasas, you’ve worked hard to build it. Your expertise is in your business; ours is planning how the business will continue when you are not there to watch over it. Our business succession lawyers will create the legal blueprint to safeguard your business when it is passed on in the manner of your choosing.

Estate Planning and Business Succession: The Union

Estate planning and business succession come together in one certain thing: taxes. To minimize your exposure to income tax, gift tax, generation-skipping tax, estate tax, and others, it is critical to have one firm that knows about both of these, and works with you to make sure your wishes are carried out and your legacy continues. Local Lawyers: What If Your Wishes Change? One thing that is certain about life is change. Your wishes may evolve due to changes in your descendents’ lives or in the business and legal environment. Since our attorneys are local, we will be there for you to amend your estate or business succession plan whenever necessary, serving you in your communities such as:

  • Westlake
  • Calabasas
  • Thousand Oaks
  • Camarillo Ventura
  • Moorpark
  • Newbury Park
  • Agoura Hills
  • Oak Park
  • Ventura County
  • San Gabriel Valley
  • Pasadena South
  • Pasadena
  • San Marino
  • Altadena
  • La Canada
  • La Crescenta
  • Eagle Rock
  • Highland Park Glendale