Advanced Estate Planning
What’s included in Advanced Estate Planning
Structuring your Estate Plan
We analyze your individual circumstances and structure an estate plan that protects your loved ones from lawsuits, taxes, former spouses, in-laws, and probate.
Client Empowerment & Education
We instruct you how to utilize your estate plan documents. You will confidently be able to speak to bankers, real estate agents, and other professionals about your particular needs.
County Recording
A deed may need to be recorded in the County Recorder’s Office. We will have all the necessary documentation recorded and filed with the appropriate county offices.
Examples of Advanced Estate Plans
We individually craft advanced estate plans that meets you specific needs
Special Needs Trusts
A Special Needs Trust holds title to property for the benefit of a child or adult with a disability. Any property received by the person with special needs will not interfere with his/her eligibility for public benefits.
Medi-Cal Asset Protection
A Medi-Cal Asset Protection Trust holds assets on behalf of a person so that he/she can qualify for Medi-CAL Long Term Care Benefits and to prevent the State of California from “Medi-Cal Estate Recovery.”
Educational Trusts
Educational Trusts are created to set aside assets to pay for a loved one’s education. 529 plans and Coverdell ESAs can be rigid and limiting. If your objectives are more unique, you’ll need a more customized solution.
