Estate Planning

Estate planning includes how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s properties and finances in the event of incapacitaty. A well-constructed estate plan will ensure that your beneficiaries receive assets in a way that manages and minimizes estate tax, gift tax, and property tax reassessments. As a probate attorney and trust litigator, Dave understands the importance a well prepared estate plan. In preparing an estate plan, Dave will typically prepare for you the following documents, as necessary depending on your succession goals and size of your estate, and documents used to fund your trust:

  • Wills
  • Revocable trusts using a variety of strategies and sub-trusts
  • Irrevocable trusts
  • Generation-skipping transfer trusts
  • Charitable remainder trusts
  • Irrevocable life insurance trust
  • Durable power of attorney
  • Advanced healthcare directives
  • Trust transfer deed
  • Certification of trust

Contact Dave

  1. 1 Over 30 Years of Experience
  2. 2 Unique Personalized Service
  3. 3 Contact Dave Today
Fill out the contact form or call us at 805-640-6468 to schedule your consultation.

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