Estate Planning

When a person dies without leaving a will or living trust, State intestate law dictates who receives his or her assets and properties.  Distributions under State law may not bear any relation to the decedent’s wishes.

At Glick Atalla, APLC, we provide knowledgeable legal advice for individuals, couples, and families who live (or maintain significant assets in) California and desire to create an estate plan to provide maximum tax benefits for their families, protect their assets against potential creditors, and avoid lengthy and costly probate court proceedings, among other significant advantages.  A comprehensive estate plan allows individuals to prepare for surprises and plan for the inevitable.  By developing an estate plan, clients can express their wishes clearly, avoid probate, minimize estate taxes, and ensure that their families are protected regardless of what may happen.

We offer our clients a wide range of both individual and marital estate planning tools and features, including:

  • Wills and Will Codicils
  • Revocable Living Trusts
  • Irrevocable Trusts, including Irrevocable Life Insurance Trusts (“ILITs”)
  • Qualified Terminable Interest Property (“QTIP”) or Marital Deduction Trusts
  • Advanced Health Care Directives
  • Prenuptual Agreements
  • Transmutation Agreements
  • Durable Powers of Attorney for Business Matters
  • HIPAA Documents (under the United States Health Insurance Portability and Accountability Act)
  • Deeds and Assignments
  • Built-in conservatorship over assets and properties
  • Provide for guardianship for future care of minor children
  • Incapacity Planning

More Practice Areas

Probate and Trust Administration

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Non-profit Organizations

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Business and Corporate Law

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Real Estate Law

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