Estate Planning Lawyers for San Juan Capistrano residents
Welcome to MORTENSEN & REINHEIMER, PC, serving the estate planning, trusts and probate needs of San Juan Capistrano residents. We believe that estate planning should be aimed at protecting what you have earned and providing for your loved ones. As such, our firm’s goal is to ensure that your estate plan accurately reflects your desires and safeguards your wealth.
Essentials for Estate Planning
Our basic estate planning services include:
- Revocable Living Trust,
- Pour-Over Will,
- Power of Attorney for Financial Matters,
- Power of Attorney for Health Care (Advance Health Care Directive),
- Certificate of Trust, Community/Separate Property Agreement (If Married), and
- Real property deed to fund your trust.
As skilled estate planning attorneys, we can provide the legal help you need, from assisting you with preparing a will or living trust to litigating an estate in probate court.
Asset Protection
Especially for those with higher net worth, another important aspect of estate planning includes asset protection strategies. Depending on your need, protecting your assets can include:
- Community/marital property agreements
- Conservatorship avoidance
- Creating a charitable foundation or charitable remainder trust
- Durable powers of attorney for health care and for asset management
- Family limited partnerships and limited liability companies
- Insurance trusts
- Long term health care insurance
- Premarital and post-nuptial agreements
- Reducing estate taxes and avoiding probate
- Wills
Probate Administration
Probate is the court-supervised process of proving a will, appointing an executor, and settling an estate. The probate process is designed to ensure that a person’s assets and estate are distributed and transferred in accordance to his/her will upon death, and that the will is valid. It also provides a mechanism for payment of outstanding debts and taxes of the estate. MORTENSEN & REINHEIMER, PC works with our clients to avoid probate, as well as representing clients during court probate proceedings and with any related litigation.
Business Planning
As part of our estate planning services, MORTENSEN & REINHEIMER, PC also advises clients on the proper formation of family partnerships and LLCs for the transfer of personal assets to reduce or avoid federal estate tax liability. For entrepreneurs and new business owners, our attorneys will advise you on the proper business entity to fit your capital structure, risk tolerance, and management philosophy.
To learn more about our estate plans, living trusts and probate services call MORTENSEN & REINHEIMER, PC at (714) 573-7149, or e-mail us at info@ocestateplanning.net. We will immediately contact you to set up a free initial consultation.
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