Using Trusts To Protect Your Assets

A carefully structured Trust can be the foundation of any person's estate plan, and offers numerous benefits. For example, any assets in a Trust will avoid the probate process. A Trust can also protect your assets and minimize taxes and other costs. An experienced lawyer will be essential in helping you realize these goals. For years, people across Southern California have placed their confidence in the law firm of Steven S. Alkema, Attorney at Law. Our Vista trust and estate lawyer has the experience and skill necessary to create a Trust that is tailored precisely to your needs.

Working Closely With Our Clients To Meet Their Goals

Personal service is a cornerstone of our practice. Our attorney, Steven S. Alkema, and his legal assistant, Cecilia R. Bishop, will take the time to fully understand your needs and identify the best estate planning instrument for your situations. We will ask a number of questions to learn about your family dynamics, your assets and your goals. Once we have a complete picture of how to proceed, we will create an estate plan that fully meets these needs.

We have extensive experience creating all types of Trusts, including Irrevocable and Revocable Trusts. Because we also represent clients in probate and trust litigation, we understand the potential pitfalls that can lead to future disputes. We will take appropriate measures to minimize the possibility of disputes occurring. Our firm can also guide you through and handle issues related to trust administration.

Preparing All Types Of Estate Planning Documents

In addition to preparing Trusts, we also review existing Trusts for accuracy and can update them to reflect our client's current situation. We also prepare other types of estate planning documents such as Wills, Durable Powers of Attorney for Finance, as well as Advance Health Care Directives. Whatever path we decide to take, you can rely on us to provide exceptional representation and client service at all points in the process.

Contact Steven S. Alkema, Attorney At Law

We provide a free half-hour consultation to discuss your estate planning needs in detail. Call 760-659-3309, or complete our contact form to get started.