Estate Planning & Trust Administration

Our clients are successful in their personal lives, and want to plan for the future. We work to protect the wealth they have accumulated and chart the course for continued financial success. We offer vast experience to our clients in handling estate planning, probate and the administration of trusts and estates. We prepare trusts and wills that reflect our clients’ tax and personal goals. To ensure the highest level of service in protecting assets and connecting generations, we collaborate with outside professionals who are skilled in banking, finance, retirement planning, tax, insurance and asset protection.

Our attorneys represent individual and corporate executors of estates, as well as trustees of private trusts in all aspects of administration and probate. In addition, we consistently offer legal advice and litigation support to professional fiduciaries at all stages of administration. Our legal services include the settlement of accounts, funding of sub-trusts and legal representation throughout all phases of disputes and contests.

Legacy and Succession Planning
Helping our clients plan for the future is our passion. That planning may result in the creation of a series of trusts designed to achieve various goals, including insurance trusts, qualified personal residence trusts, and credit shelter or generation-skipping trusts. Our tax planning is equally sophisticated and brings the best professionals together to arrive at the best result.

Asset Protection
Our clients work hard to build their wealth so that they and their families may always enjoy a quality lifestyle. Succession planning in business and personal affairs is essential and we are experts at creating and implementing such plans. We help plan for the transfer of business interests to protect partners and family members. Every good succession plan includes excellent tax planning and our team of assembled professionals gives our clients the peace of mind knowing that they have been served by the best.

Elder Care Planning
Most people will need assistance at some time during their lives, so the importance of integrating long term care into most estate plans is a matter we emphasize to all of our clients. To implement integrated plans we create such legal vehicles as Special Needs Trusts, Intentionally Defective Grantor Trusts, Medi-Cal Planning, and Life Estates to ensure that our clients maintain the best quality of health care throughout their lives.

When people can no longer take care of their needs without assistance from others, we represent individuals, private fiduciaries and corporate fiduciaries as conservators for conservatorships to protect people and their financial estates. For years, our attorneys have advised conservators during all phases of a conservatorship insuring that they will understand and perform all of their special duties to those unable to care for themselves.  In representing conservators, we handle the preparation and settlement of accounts, all reports to the court, as well as representation during disputes.

Private Foundations
Heisner Álvarez also has experience in creating private foundations for our clients. A private foundation may be an option for our clients who want to minimize estate taxes, avoid capital gains tax on the sale of highly appreciated assets, contribute to a charitable cause and preserve a family legacy.