ESTATE PLANNING: IMPLEMENTATION PHASE

Implementation of the estate plan relies entirely on strong management skills. Execution of a well-designed estate plan is more difficult than it initially seems for various reasons, including: changes in laws, jurisdictional issues, business and/or family relationships, etc. Our goal is to complete the work within a defined time-frame and have a satisfied client that promotes our services to their business associates, friends and relatives. We accomplish that goal by providing leadership, teamwork and a strategy-specific, checklist driven process.

In order to implement legal documents that best represent our client's needs, we need to:

• Develop the legal documents
• File these documents to the proper institution
• Be aware of any changes in legislation
• Provide proper feedback to the client as the estate plan is implemented

Estate Planning Legal Document Process:

• Design - Goals and objectives are converted into a plan of action.
• Development - The plan of action is moved forward by determining the answers to questions and obtaining the necessary materials.
• Implementation - Legal documents are produced and filed properly.
• Evaluation - Obtain feedback from client and other sources.
• Analysis - Problems and issues are clarified. Goals and objectives are established.

PRACTICE AREAS

ESTATE PLANNING | Reduce Estate Tax, Create Successor Trustee or Beneficiary, Protect Your Family & Assets, Reduce Family Disharmony. Important documents: Power of Attorney for Health Care, HIPAA Declaration, and Living Will.

POWER OF ATTORNEY | General, Limited, Durable, Springing, Financial, Medical

PROBATE & TRUSTS | Orange County, CA, Probate Administration, Trust Fund Attorney.

BUSINESS PLANNING | Develop Systematic Process to Increase Revenue, Decrease Costs and Protect Assets

RETIREMENT PLANNING | Qualified Planner, Employee Benefits, Pensions, Protect Business Assets.

ASSET PROTECTION ATTORNEY | Legal Asset Protection Attorney Services for Living Trust, Family Limited Partnership, LLC & Lawsuit Protection.

TAX PLANNING | Personal & Business Tax Planning for Retirement & Deferred Tax Plans.

CHARITABLE TRUSTS & GIFT PLANNING | Legal Plannning for Giving Donations to Trusts, Foundations & Non-Profit Organizations.

PRIVATE FOUNDATIONS | Creating a Charitable Trust, 501c3 Tax Exempt Status

OTHER LINKS

DESIGN PHASE

IMPLEMENTATION PHASE

MAINTENANCE PHASE

ELDER & SENIOR LAW

WEALTH COUNSEL

OUR LOCATION

RESOURCES

SERVICE AREA

• Anaheim & Anaheim Hills
• Brea
• Buena Park
• Cypress
• Fountain Valley
• Fullerton
• Garden Grove
• La Habra
• La Palma
• Los Alamitos
• Orange
• Placentia
• Seal Beach
• Stanton
• Tustin
• Villa Park
• Westminter
• Yorba Linda