Wills, Trusts and Estate Planning in Southern California
Different families have different estate planning needs. Boyd Contreras, LLP, works with people to help them articulate estate planning goals and develop the set of instruments necessary to achieve them. Depending on your circumstances, you might need only a last will and testament and some basic powers of attorney, or you might benefit from trust instruments that can avoid probate, specify management succession for a family business, manage anticipated tax liability, or secure the future needs of a disabled or vulnerable relative.
Call a Southern California Trusts and Estates Lawyer: 619-378-4033 or 949-242-0656
Contact Boyd Contreras, LLP, in San Diego or Newport Beach to learn how our personalized approach to estate planning can benefit you and your family. As experienced estate administration lawyers, we can draft wills and trusts with a specific idea of how they'll work when put to the test. As probate litigation attorneys, we also know how to anticipate and avoid potential disputes between heirs, between a trustee and a beneficiary, or between an estate and a third party.
For practically any family, it's a good idea to think about powers of attorney while drafting and executing your last will and testament. Durable financial and medical powers of attorney can help avoid the need for a court-appointed guardian or conservator in the event of a serious disability or period of incapacity. Additionally, an advance directive to medical professionals can spare your family the pain of confusion or disagreements in circumstances when the termination of life support needs to be addressed.
Other families can benefit from advice about trust alternatives drafted to meet specific family needs and goals. These can include:
- Transferring assets outside of probate
- Securing the continuity of a family business
- Supporting charitable, religious or educational activities
- Protecting a disabled or incapacitated relative
Boyd Contreras, LLP, is ready to work with you to tailor a basic or sophisticated estate plan to meet your specific family objectives. To work with an experienced San Diego estate planning attorney, contact us at either of our office locations.
