(213) 592-3886
TRUSTSANDREALESTATE.COM, PREMIUM LEGAL COUNSEL IN LOS ANGELES, CALIFORNIA
Working to Protect What You've Built
How do you protect what you've built, and ensure your loved ones are protected?
We know that managing assets is a responsibility—transferred from those who created and obtained it, to the people who will depend on it, and we are here to facilitate that transfer.
When devising your estate plan, whether its a simple will or a complex plan you need someone who listens, and knows how to accomplish your goals efficiently.
We have successfully navigated many situations from simple to complex and some very unique situations in between. We take pride in bringing the resources and expertise needed to address all of our clients' needs.
Let’s take the next step together.
We welcome the opportunity to learn more about your situation and determine what we can do to help. Please reach out in any format to schedule a consultation today.
ABOUT TRUSTSANDREALESTATE.COM
We are here to guide you through this process. We will provide you with an initial consultation to see if and how we can serve your interests. Estate Planning issues and documents (and even just the language) can be complicated and intimidating. We will guide you through every step of your estate plan, keeping you right up to date, making sure you understand exactly what is happening with your assets. Call or click today and schedule a free consultation.
1 hr
19.99 US dollars
1 hr
19.99 US dollars
1 hr
19.99 US dollars
What we can do for you.
We are here to meet all your estate planning needs.
PRACTICE AREAS
What We Can Do for You
WILLS AND TRUSTS
A last will and testament can be critical for the distribution of real and personal property upon your death. California wills give the person signing the will the opportunity to leave assets to a spouse, domestic partner, children, relatives, friends, charitable organizations, and others; even provisions for pet care may be included.
A trust is an arrangement under which one person, called a trustee, holds legal title to property for another person, called a beneficiary. You can be the trustee of your own living trust, keeping full control over all property held in trust. This can be used instead of or in addition to a will in an estate plan.
ESTATE PLANNING
Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an experienced attorney.
Planning tasks include making a will, setting up trusts and/or making charitable donations to limit estate taxes, naming an executor and beneficiaries, and setting up funeral arrangements.
PET TRUSTS
Providing for your pets in a trust ensures that pets are not abandoned or left without care after you pass. With a pet trust, a trustee will use a portion of your assets to care for your pets as directed. The law regarding pet trusts continues to evolve, and using proper trust language is mandatory to create a trust that is valid and enforceable.
LAW UPDATES
Current issues, trends, laws, and rules in estate planning
ADVANCE PLANNING IN LIGHT OF THE PROPOSED TAX LAW CHANGES INCLUDED IN THE FOR THE 99.5 PERCENT ACT, STEP ACT AND THE BIDEN ADMINISTRATION’S GREEN BOOK.
June 14, 2021
Tax planning takes on increased significance when federal and local governments begin announcing proposals to raise revenues in advance of enacting legislation aimed to increase taxes. This year, we are seeing a continued effort at a federal level to tax those deemed “wealthy,” including the proposed For the 99.5 Percent Act, and STEP Act, along with the Biden Administration’s revenue proposals in the recently released Green Book.
FOUR KEY ESTATE PLANNING ISSUES WE'RE FOLLOWING IN 2021
March 8, 2021
The past twelve months have demonstrated that a solid estate plan, which includes steps to protect your wealth, can help you feel better prepared and provide a sense of control during times of economic uncertainty. As we begin to emerge from the pandemic, we provide you with answers to several questions on key issues that may have an impact on your estate plan.
WHITE HOUSE ADDS DETAILS TO ITS FAR-REACHING 2021 TAX REFORM PLANS
April 28, 2021
The White House today released The American Families Plan, which includes some new details regarding the Biden administration’s proposed 2021 tax reform. The tax changes expected to be enacted this year will be substantial and far reaching and will include corporate, individual and capital gains tax rate increases; international tax changes; and estate and gift tax changes.
A GUIDE TO POTENTIAL TAX LAW CHANGES UNDER BIDEN
January 14, 2021
Given other priorities and the realities of the legislative process, it seems unlikely that tax law changes would apply retroactively to the beginning of this year. Congress has, however, previously made even mid-year changes retroactively applicable, and it’s also possible that certain proposed changes could be enacted more quickly than others. Despite this uncertainty, we believe our clients should consider now how these proposed changes might affect them and whether they want to implement certain strategies sooner rather than later.
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DISCLAIMER: Everything displayed on this site shall be regarded as general information and in no way should it be interpreted as legal advice. You should contact an attorney directly regarding your own situation. Note that an attorney-client relationship will only be established after it's determined that there is no conflict of interest.
Lance Peatman, Esq.
SBN 261743
177 E Colorado Blvd, Pasadena CA
(213) 592-3886
ERIC P.
Great Service
My trusts, living will, will, and instructions for who will take care of my kids and get my assets are all taken care of.
ELIJAH Y.
Easy
All I needed was a will for me and my wife and guardianship for my kids written down somewhere. I was able to do it all by video on my phone and computer. Thank you.
MIN T.
Responsive
After our video meeting we spoke a few more times by phone then met in person in a nice office for me to sign everything. It was all done quickly.