Many goals associated with estate planning are common across the spectrum of people with substantial assets. Yours may include ensuring that property will be distributed according to your wishes, limiting your tax liability and preserving as much wealth as possible for your loved ones, and putting the right person in charge of your affairs.
Additionally, avoiding probate court, preventing any need for a conservatorship should you become incapacitated, and documenting your personal choices about treatment in an end-of-life situation are also be important objectives.
We can help explain all the estate planning options available to you to ensure that your future is secure and your assets are protected.
Comprehensive Estate Planning Informed by Tax & Real Estate Knowledge
From one angle, Marc A. Bronstein is a leading, widely respected Santa Monica estate planning lawyer. However, our clients also benefit from his tax, business, and real estate law knowledge when forming a will, living will, trust or living trust.
Likewise, attorney Brett J. Wasserman brings a unique and useful skill set. As a former business owner, he understands and appreciates the importance of protecting everything you've worked to build. Between his and Marc's knowledge and experience, you are in great hands when it comes to establishing a solid, all-inclusive estate plan.
Experience Working with Business Owners, Families, & Individuals with Substantial Assets
Our California estate planning services are ideal for business owners, professionals, executives, and families with substantial assets to protect.
We have helped many individuals and couples form sound plans that deal with both lifetime and after-death issues through our preparation of:
- Revocable Living trusts for purposes including probate avoidance
- Complex Estate Plans, including Irrevocable Life Insurance Trusts or Intentionally Defective Grantor Trusts, to minimize estate tax liability
- Powers of attorney
- Advance Health Care Directives to document your wishes involving life-sustaining medical procedures if you become incapacitated
We also provide resourceful and effective estate, trust, and living trust administration services, helping trustees deal with all necessary filings, notices, claims, and disputes.
Innovative, Personalized Solutions to Protect Your Assets & Avoid Surprises
We do not rely on standard forms slightly modified for different situations, such as those prepared by document preparation services that cannot sufficietly address your specific situation, nor do we rely on forms that you can retrieve from textbooks. We constantly update and revise our estate planning documents as laws are changed and new ideas are developed from continuing education and practical experience. Whether your situation calls for an irrevocable trust, a living trust, charitable trust, or some form of will, we will create a plan that is right for you.
Avoid Probate Court & Safeguard Your Legacy
If you want a cohesive estate plan designed to fit your situation, save your heirs from attorneys' fees and other costs associated with probate and family disharmony, and prevent other unpleasant surprises while offering maximum asset protection, our firm is an excellent choice. We educate our clients as part of the estate planning process, presenting options and reasons for our recommendations in clear terms.
Trust, Will, & Living Will Formation at an Affordable Rate
At Marc A. Bronstein, A Professional Law Corporation, we take pride in delivering affordable estate planning services that match or exceed those of much larger law firms. As estate planning lawyers, delivering genuine, tangible value for each client’s investment is a constant priority. Contact us today and schedule a consultation to learn more about creating an effective estate plan that will stand the test of time.
If you are currently in need of legal assistance regarding estate planning, business, taxation, and/or real estate law, call or e-mail Marc A. Bronstein, A Professional Law Corporation today and schedule your initial consultation.