Estate Planning

As an attorney with a masters degree in tax, Dave L. Neville knows how to structure transactions to comply with the tax laws to ensure the goals of his clients. Dave L. Neville, has advised and prepared estate planning documents for hundreds of clients over the last 15 years, including irrevocable trusts, qualified terminable interest property trusts, qualified personal residence trusts, and generation-skipping trusts. Dave L. Neville also provides trust administration and probate services.

  • Wills
  • Revocable trusts
  • Durable power of attorney
  • Advance healthcare directive
  • Irrevocable trusts
  • Qualified terminable interest property trusts (QTIP)
  • Qualified personal residence trusts (QPRT)
  • Generation-skipping transfer tax
  • Charitable remainder trusts
  • Irrevocable life insurance trust
  • Trust administration
  • Probate
  • Gifting plans

Dave L. Neville regularly advises and represents individuals in Ojai and throughout Ventura County with their estate plans and with estate administration and probate.

Call Dave L. Neville today at (805) 640-6468 to schedule an appointment.

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  1. 1 Over 25 Years of Experience
  2. 2 Unique Personalized Service
  3. 3 Contact Us Today
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