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Estate Planning, Probate Law, Asset Protection

Estate planning and probate lawyers analyze a person’s assets, then make recommendations for the conservation and disposition of clients' property after death, in accordance with the clients' expressed desires. They also attempt to explain and minimize the effect of taxes on the client’s estate. Additionally, the board certified estate planning or probate lawyer drafts legal instruments ( e.g. wills, trusts, etc.) that protect and dispose of a client’s assets. This expert must be knowledgeable about community and separate property intestate succession, gifts, life insurance, the tax requirements relevant to estates, trusts and their beneficiaries. Board certified attorneys in this area will also be able to help plan for advancing age and potential disability including property management, medical care, and advance directives. Probate attorneys are experienced in the requirements and procedures of probate courts.


 

 


 

 

 

 

 

 

 

 


 

 

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