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:
- 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
- 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.