Preparation
of an estate plan for a single individual or married couple
requires a firm experienced in dealing with sensitive and
confidential matters in a compassionate manner in addition
to knowledge of estate planning techniques and drafting capabilities.
At the Collison Law
practice, our relationships with clients in the Santa Ynez
Valley has garnered a reputation of personal service, trust
and an understanding of a client’s desire to reduce, delay
or eliminate estate taxes and allow for ease in property
transfers after death. With careful analysis of the
client’s goals and family dynamics, a custom plan is devised
to provide for transitions designed to ease the burdens
felt by surviving family members. Losing a large portion
of your estate to excessive taxation, unintended distributions
or to probate and litigation fees can be avoided with proper
estate planning.
Estate planning options we can assist you with
include the preparation of the following:
Wills
Revocable Living Trusts
Life Insurance Trusts
Qualified Personal Residence Trusts
Special Needs Trusts
Family limited Partnerships
Durable Power of Attorney for Property Management
Advance Directive for Health Care Decisions
Guardianships
Conservatorships
Property Agreements
Revision of Existing Estate Plans
After the death of a family
member, we assist with estate and trust administration and
work with accountants in the preparation of estate tax returns,
sub-trust funding, financial and tax planning to achieve
the desired goals established by proper estate planning.
Our experience in handling
estates valued as high as $30 million will bring a wealth
of background and expertise to achieving the estate planning
goals of our clients.
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