Estate Planning Practice Areas
We help Santa Clarita Valley families with the full range of estate planning, asset protection, and probate matters. Select an area below for an overview of what it covers and relevant California law.
Estate Planning
A coordinated set of documents that says how your assets and care decisions are handled, during your life and after.
Learn more →Wills and Trusts
The foundational documents of most estate plans — and they serve different purposes.
Learn more →Living Trusts
A trust created during your lifetime, most often used to avoid probate and keep asset management private.
Learn more →Spendthrift Trust
A trust provision that protects a beneficiary’s inheritance from creditors and from the beneficiary’s own access to the full principal at once.
Learn more →Special Needs Trust
A trust that allows a person with a disability to receive assets without losing eligibility for needs-based government benefits.
Learn more →Asset Protection
Legal structures used proactively to reduce exposure to future creditors — timing matters significantly.
Learn more →Guardianship
Legal authority over a minor child’s person and/or property when the parents cannot provide care.
Learn more →Conservatorship
Legal authority over an adult who can no longer manage their personal care or finances due to incapacity.
Learn more →Power of Attorney
A document naming someone to act on your behalf — one of the most important documents to have in place before it’s needed.
Learn more →Probate & Trust Administration
The process of settling an estate after death — through court (probate) or privately (trust administration), depending on how the estate was planned.
Learn more →Ready to Start Your Estate Plan?
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