What Does an Estate Planning Lawyer Do?
An estate planning lawyer should have extensive expertise beyond the preparation of a last will and testament. A last will and testament is a good fit for some, but one size does not fit all. An attorney that works in estate law should also be familiar with complex estate planning devices, such as revocable and irrevocable trusts, asset protection, and their drafting and the process of trust administration and probate, which can include potential challenges to trust and will instruments. An estate planning lawyer must be able to appreciate the risks inherent in each client’s proposed estate plan, clearly and concisely explain these to the client, and suggest an approach that minimizes risks while ensuring a client’s goals are achieved.
Estate Planning is All We Do. Experience Matters.
Opting to work with a general practitioner rather than someone who has extensive experience in estate law could cause you and your loved ones to lose a great deal of money in the long run or even fail to put a valid estate plan in place at all. If you have tried to seek advice from a general practitioner, or worse an online resource trying to sell you on a one-size fits all approach, chances are something is lacking. Estate law is a nuanced area of the law, one that requires constant education and time to stay abreast of, and you deserve someone that has dedicated their life to it.
Although putting an estate plan in place is transactional in nature, there’s of course a signing after which you may forget about estate planning for a while, I hope to form lifetime relationships with my clients. Life changes fast and though the estate plans I put in place for clients are certainly designed to grow with them it’s imperative that we see each other every 2-3 years. These bi-annual meetings are simply an opportunity for us to catch-up and make sure that the plan we put in place for you currently is still a good fit in the future.
We deliver inventive and effective solutions and counsel
Our mission statement is “we deliver inventive and effective solutions and counsel.” We did not arrive at this mission statement overnight, but rather it took nearly a decade of client-focused hard work and every word of it has meaning.
Inventive Solutions for Individuals and Families
Inventive means that we understand that when it comes to estate planning one-size does not fit all. Rather, each estate plan must, if it’s to be worth the paper it’s written on, accomplish a client’s goals and address their concerns. Each of us and our families are unique. Each estate plan we put in place is unique and that is the foundation of what we do. A lawyer who understands your unique needs and can translate this into meaningful strategies and tactics for your future can give you the peace of mind that should something ever happen to you a clearly articulated estate plan exists, such that your loved ones do not have to worry about anything unnecessary in the wake of a difficult situation.
Effective Solutions When You Need It Most
Some of my clients are parents of young children and what they care about most is not how to legally avoid estate taxes but rather how to ensure that their children are raised by who they want in the way they want. Other clients have adult children with substance abuse or marital issues. Their concerns have evolved from guardianship to ensuring that the money they leave their loved ones does not cause more harm than good. Still other clients have accumulated great wealth and what they care about most is ensuring that some litigious third party does not take from them what they’ve worked a lifetime for. For each of these clients arriving at an effective solution, one that accomplishes their goals and addresses their concerns, is of paramount importance to us.
A Comprehensive Understanding of State and Federal LawsWith the ever-shifting nature of state and federal estate law, tax issues, and other relevant laws, you need someone who stays up to date on all of these topics and will help to keep you informed not just today, but well into the future. Forming a relationship with a knowledgeable and caring estate planning attorney will help you to put together a plan that serves you for many years to come.
Specific Areas of Practice for our Encinitas office:
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