Real Estate Law & Litigation

Estate planning is the process of arranging the management and disposal of that person's estate during the person's life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax. 

Some of the major estate planning tasks include:

  • Limiting estate taxes by setting up trust accounts in the name of beneficiaries
  • Establishing a guardian for living dependents
  • Creating/updating beneficiaries on plans such as life insurance, IRAs and 401(k)s
  • Setting up funeral arrangements
  • Establishing annual gifting to reduce the taxable estate 
  • Setting up durable power of attorney (POA) to direct other assets and investments
  • Creating a trust tailored to the individual such as a spendthrift trust, special needs trust, and charitable remainder trust 

Estate Planning

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Ventura Real Estate Lawyers