“Daniel’s superior service and knowledge of his field is why we chose him to assist our family with Trust and Will documents.”
– Glenn D. of Carlsbad.
Who does the Law Office represent?
We represent a variety of individuals and families at different stages of life. We develop comprehensive and customized plans that are right for your family:
- Two parent families and single parent families wishing to protect their children and themselves,
- Unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel,
- Gay and lesbian families negotiating the challenges of creating new relationships,
- High net worth families seeking strategies to minimize estate and income taxes,
- Family business owners seeking ways to protect and expand their businesses and considering how and when to transition to the next generation of ownership,
- Estate executors and beneficiaries navigating the court system and the probate administration process,
- Family members carrying out the legacy of a loved one through a trust administration,
- Executors, trustees and beneficiaries seeking to resolve conflicts,
- Families and individuals giving to the community.
Services:
- Wills and Trusts
- Wills for individuals and married couples.
- Revocable Living Trusts
- Testamentary Trusts
- Irrevocable Life Insurance Trusts
- Charitable Lead and Remainder Trusts
- Asset Protection Trusts
- Children
- Nominating a guardian
- Disinheriting children
- Special needs trusts
- Incapacity Documents
- Powers of Attorney
- Advance Health Care Directives
- HIPAA Medical Releases
- Guardianships
- Conservatorships
- Marital Documents
- Spousal Property Agreements (Antenuptials)
- Prenuptial Agreements
- Marital Settlement Agreements
When should I review or change my Trust?
You should review your estate planning documents periodically. If it is not up to date when you die, your estate may not be distributed as you wish.
Your Trust can be changed through an Amendment, a legal document that must be drafted and executed with the same procedure that applies to Trusts. Do not change your documents by writing on them or by crossing out words or sentences.
You should review your plan when:
- You get married or divorced
- There are major changes in your family (births or deaths)
- Your children come of age
- You receive a windfall or significant loss of assets
- You no longer find your choice of guardian or executor appropriate
- It has been 3 years since your last review
Call us today to schedule an appointment! (858) 740-4370.
