estate planning
ESTATE PLANNING ATORNEY
With over a decade of estate planning experience for high-net worth clients, Robert can ensure that your wishes are carried out after your passing or if you become incapacitated. Although Robert is a California Attorney, he can draft your estate plan according to your jurisdiction’s requirements. When drafting your estate plan, we aim to assist you in creating a plan for the distribution of your assets after death which includes specifying which individuals you want to receive your money, property and other possessions of your estate. Robert’s extensive experience as a tax preparer is beneficial to our estate planning clients for tax minimization and strategic planning to reduce estate taxes. By creating an estate planning portfolio tailored to your specific situation, our goal is to avoid probate and legal burdens for your loved ones.
ESTATE PLANNING SERVICES
At Law Offices of Robert Jeppson, we work with you to draft an Estate Planning Portfolio to help protect, manage, and distribute your assets based on your wishes. This can include drafting the following legal documents:
Trusts
A fiduciary arrangement that specifies a trustee to manage your assets and distribute them based on your instructions to your beneficiaries. This can be in the form of a Revocable or Irrevocable Trust.
- Revocable Trust: A revocable trust that can be changed as long as the grantor is alive allowing for more flexibility.
- Irrevocable Trust: An irrevocable trust is more difficult to modify but can offer estate tax benefits and asset protection from creditors.
Declaration and Certification of Trusts: Both are required to ensure that your trust is a valid legal instrument recognized by courts and other institutions.
- Declaration of Trust: A legal document that establishes trust and outlines its terms.
- Certification of Trust: A summary of trust to provide essential information to third parties.
Grant Deeds to Trust
Document that transfers ownership of a property to a trust.
Last Will and Testament
Legal document that specifies how you want your assets to be distributed to your beneficiaries after your passing.
Power of Attorney
- General POA, Durable POA, Non-Durable POA, Medical POA, Limited POA
- Allows the Attorney to act on your behalf regarding financial and/or legal matters
Marital Property Agreements
Agreements between partners that outline property division, asset division, business divisions, spousal support, debt allocation, and etc.
Advance Health Care Directive
Outline your medical care preferences and allow you to assign someone to make health care decisions for you if you become incapacitated.
Final Disposition
Inform your loved ones about your wishes for your final disposition, memorial service and funeral arrangements.
Talk to us
Have any questions? Call the Law Offices of Robert E. Jeppson today at (530) 600-2338.