Creating the Proper Wills and Estate Planning is Essential for you and your family
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A professional profile showing 25 years of legal experienceEstate & Immigration history
Practice Area | Wills And Estate Planning Lawyers
Estate planning is the collection of preparation tasks that serve to manage an individual's asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law. It is a combination of a Living Trust and/or a Will.
Review Current Estate Plan
Many people want to change their Wills or Trusts or add or delete items from their current Estate Plan. It would be necessary to review each Plan individually. In some cases, we can prepare a codicil to a Will. In other cases, we can prepare an amendment to the Living Trust. Yet in other cases, it is better to essentially redraft the whole Plan.
When a loved one dies and the new Successor Trustee must execute the items in the Trust, there are multiple items that must be done and there are numerous requisites to make certain it is all done properly. We can help with all of this. It will take time to properly meet all of the deadlines and to ensure all items are correctly filed and/or recorded.
Sometimes you simply cannot avoid Probate. A probate lawyer is type of state licensed attorney who, through years of mentoring, continuing legal education and experience, understands how to advise Personal Representatives, also known as Executors, and the beneficiaries of an estate on how to settle all of the final affairs of the deceased person.
You will not know what to do until the Consultation is given. We give an initial free consultations to determine what must be done and the costs to properly do it for you. Each case is different and requires an individual analysis. Some people are single and do not own property. Others are married with children and others are mixed familes.
California Full Service Estate Planning Attorney
Our Law Office has many years of experience in the field of estate planning and the administration of trusts and estates. Our entire firm is here to serve you and help you and your family work through the Estate Planning process. Mr. Lerner has been an attorney since 1992 and has thousands of cases which have been processed. We always offer an initial consultation free so that you will feel comfortable retaining our firm to help you and your family in the future. It is important that you get an attorney who is familiar with Estate Law and has the resources to help you. Our firm can do just that and give you peace of mind that your family will get what you want them to get and that your Estate Plan will be professionally prepared at a reasonable price. Our Law Office is easily accessible in Long Beach, California. We are on the corner of Redondo and Broadway. Parking is free. If you cannot come to the office, we can give telephonic consultations. As the representation continues, we can come to your house or hospital to present the necessary papers for your to review and sign. We are a full service Estate Planning Firm and can help you and your family. Just Contact our Long Beach CA Estate Planning Attorney with your questions.
People we can Help
A California Trust Attorney can determine the facts of your case in order to see if there is undue influence. Many times, explains Brian D. Lerner, an heir is feeling like he or she got the short end of the stick due to the fact that there appears to be undue influence. Brian Lerner, […]Read more...
When making a Will, states Brian D. Lerner, you must have the Capacity to know what you are doing. For example, if your uncle wants to make a Will, but he cannot remember a lot of things and some people say he has dementia, does he have the testamentary capacity? Can he still make […]Read more...
Undue influence is essentially a term whereby a Will or Living Trust or other Estate Planning Document could be ruled to be invalid due to the actions of another person on the testator or person who made the Will or Trust. Brian D. Lerner states that undue influence is a term in Estate Law which […]Read more...
Los Angeles Client (No Estate Plan and Dying)
When I came to Brian Lerner, I had no plan for my estate. I am very sick and wanted to take care of this. His office came out to my home and interviewed me. The Trust was created and may affairs were put into order.
Long Beach Client (Divorced and Wanting to Protect Kids)
I was in the process of a divorce and have 3 kids and property. I wanted to make sure that my soon to be x-spouse would not take the property and divide or sell it to a new husband. Mr. Lerner was able to draft the Trust to allow for this and to protect the children?
Orange County Client (Happily Married)
I was able to get the power of attorney and healthcare directives as well as the Living Trust so everybody was taken care of in my family and I had peace of mind in case anything happened.
Whittier Client (single without a lot of property)
I did not have a lot, but I did not want to die without a Will. Mr. Lerner's office was able to inexpensively prepare a Last Will and Testament and get into the document my wishes and desires when I die.