Moorpark, California Estate Planning Lawyers
California Estate Planning Attorney with 15 years experience
Skilled Estate & Probate Counsel! Dedicated to Your Financial & Personal Goals!
California State Bar Certified Specialist in Estate Planning. Call Now!
Experienced Estate Planning Attorney! Sophisticated Wealth Transfer Services!
I love practicing law in Simi Valley and providing my community with personal and experienced legal services, with integrity and attention.
In 2006 I started my own practice, and now serve Ventura County and Los Angeles County. I have an extensive probate and estate planning practice (trusts, wills, powers of attorneys, health care directives, etc.) My practice also includes guardianships, real estate and business transactional law.
Prior to law school, I worked in the public service sector from 1987 to 1994, first in a U.S. Congressional office, and thereafter...
Westlake Village, CA 91361
Whittier Law School
Mr. Garner has worked with hundreds of individuals and families to formalize their personal and financial goals and provide protection for their...
Experienced & Skilled Estate & Probate Law Attorney! Dedicated Representation!
I started by volunteering at the Ventura County District Attorney’s office and the Coalition to End Family...
Robert’s primary focus is drafting, editing, and negotiating contractual agreements. He has a passion for intellectual property (IP) law, which encompasses copyrights, trademarks, and patents. He is certified as a professional LexisNexis and WestlawNext...
After my father, Howard Q. Dawson, Sr.-Major USAF, died, I found his trust was not well-written. My dad was sold an estate plan by a large corporation based in another state. These corporations are called "Trust Mills," which give accountants and financial advisors large referral fees to recommend their services to clients. The attorney that prepared the trust did not take the time to make sure all of the important details and contingencies were covered. The attorney did not stand behind the product and was not available to help when problems arose....
The McNamara Law Firm is a unique law firm located in the Santa Clarita Valley. The firm focuses on legal areas which often affect seniors, the disabled, and their families.
These areas encompass Estate Planning, planning for Long-Term Care needs, Medi-Cal eligibility and Asset Protection, Elder Law,...
Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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