The passing of a loved one is one of the most emotionally trying times you will ever encounter. The last thing you need during this difficult time is a glut of legal problems.
At Weissler Law Group, we help clients through the probate process and assist clients with every aspect of estate administration. Whether you need help with a will or administering a trust, we provide dedicated, hands-on representation so you can make informed decisions about your loved one's estate. Contact a San Diego probate lawyers at our firm to learn more about our probate services and what we can do for you.
Maintaining Harmony Throughout the Probate Process
Endeavoring to navigate the California probate system during this emotional time easily leads to misunderstandings between family members. Our firm goes to great lengths to avoid this, during each phase of the administration process from admission of the will and the appointment of the executor through the disbursement of assets.
We guide our clients through each step of the probate process. Our firm's approach empowers surviving family members by letting them know what to expect and when each step in the probate process will be completed. This also helps avoid family conflicts.
We have extensive experience administering estates both large and small, and are experienced in dealing with non-U.S. wills, including those from Mexico. We also have the litigation experience necessary to protect your interests in court, should that become necessary.
Tax Lawyer Helping You Avoid Estate Tax Issues
Both the wealth transfer tax (estate tax) and income tax systems are filled with traps affecting the transfer of assets during lifetime and at death, which can blindside the unwary. Failure to recognize these traps can cost families their businesses, their homes and their vision for their children, grandchildren and favorite charities. Although the greatest savings can be had by pre-need planning, we can often gain substantial tax savings for our clients after a death by exploiting opportunities made available under the Internal Revenue Code, regulations and under taxpayer-favorable court cases.
California Trust Administration Lawyer
Placing estate assets in a trust can provide an alternative to probate. Contrary to popular belief, trusts cannot do their job of avoiding probate and implementing its signers intentions without active steps being taken by their trustees. At our firm, we not only help clients draft the documents required to set up a trust, we can also act as a trustee's right hand and roadmap. We help trustees avoid potholes, detours and wrong turns.
Serving as your California trust administration attorneys our attorneys and support staff can help you understand your rights, obligations and duties as a trustee, including:
- Keeping the beneficiaries informed
- Distributing funds
- Record keeping
- Managing and protecting the trust assets
- Investing trust assets with care
- Avoiding conflicts of interest and self-dealing
- Paying and filing taxes
We will work one-on-one and guide you through the trust administration process. Contact us online to learn more about probate and estate administration practice or call us at 619-281-1888.
Weissler Law Group
2635 Camino Del Rio South
Suite 301
San Diego, CA 92108
Telephone: 619-281-1888 | Fax: 619-281-3888
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