Estate Planning: Wills & Trusts
Janathan L. Allen, APC assists clients by drafting, executing, amending and maintaining their estate plans. For most clients, a complete estate plan will include a revocable living trust, pour-over will, durable power of attorney for assets, and an advance health care directive.
We assist individuals, married couples, and domestic partners execute the complete estate plan that will address not only the issues of wealth transfer and estate planning, but also asset preservation, liquidity, risk management, funding education and retirement, and any charitable and philanthropic inclinations. When drafting estate planning documents, we carefully review each client’s goals, concerns, family issues and assets to arrive at the plan that will best meet each client’s needs. We also counsel our client on funding their trusts, how to change title to assets, and the tax ramifications of their plan under the ever-changing tax law.
We can also assist you with the following estate planning services:
- Review and Amendment of previously existing trusts or estate planning documents
- Irrevocable Trusts
- Grantor Retained Annuity Trusts (GRATs)
- Irrevocable Life Insurance Trusts (ILITs)
- Charitable gifting and planning
- Special Needs Trusts
- Entity formation (hyperlink to Business formation tab)
- Codicils
- Asset transfers
Call us today for a free consultation at 866-493-5400.
Janathan L. Allen, APC, located in Southern California, provides legal services to clients located throughout the United States and worldwide.
Disclaimer
The content of this website has been prepared by Janathan L. Allen, APC for informational purposes only and should not be construed as legal advice. The material posted on this website is not intended to create, and receipt of it does not constitute, a lawyer-client relationship, and readers should not act upon it without seeking professional counsel. Information on this website should not be relied upon or used as a substitute for consultation with legal, accounting, tax, and/or other professional advisors.
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