Trust & Estate Planning

Estate Planning

The focus of the Saldaña Law Group’s estate planning practice is to advise clients regarding basic principles of the complex federal estate tax laws, to achieve their dispositive intent with minimum estate, gift and property tax consequences. Overall estate planning usually begins with the creation of a revocable family trust, wills, and durable powers of attorney for health care and financial management. Depending upon the client’s need, we often establish other business entities and/or prepare insurance, charitable and other irrevocable trusts.

Related to estate planning is the firm’s probate practice, which assists clients in dealing with the various property and tax problems that occur upon death, whether or not the deceased left a will. The firm helps the survivors deal with the probate court when necessary and to avoid its jurisdiction when appropriate. This involvement encompasses obtaining court approval of complex sale transactions, preparing and participating in audits of estate tax returns and resolution of will contests and other disputes involving the estate.

Trust and Estate Planning – The Saldaña Law Group’s estate planning department provides a full range of estate and business succession planning services to major institutions, closely held companies, and both small and high-net worth individual clients. Our services include a “global review” of each client’s overall estate, income and gift tax issues. The estate planning department provides advice and services in the following areas:

  • Asset Protection
  • Charitable Remainder Trusts
  • Charitable Trusts and Gifts
  • Conservatorships
  • Elder Law
  • Estate Tax Minimization
  • Family Limited Partnerships/LLCs
  • General Powers of Attorney
  • Gift Tax
  • GRATs
  • GRITs
  • Guardianships
  • Health Care Powers of Attorney
  • Insurance Trusts
  • Limited Powers of Attorney
  • Irrevocable Trusts
  • Medi-Cal Planning
  • Private Annuties
  • Probate
  • Residence Trusts (QPRTs)
  • Retirement Plans
  • Revocable Living Trusts
  • Succession Planning
  • Wills