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Estate Planning

Estate Planning is the process to ensure that desires and wishes relating to the distribution of assets is accomplished. We assist clients with documenting their directions with a broad range of estate planning services.

We assist clients with making decisions relating to the distribution of assets and draft wills, trusts, assignments of assets to trusts, advance health care directives, deeds, beneficiary designations, as well as other estate planning documents. Our services include the preparation and drafting of wills, including guardianship provisions for minor children.

We also draft trusts, both revocable and irrevocable. At times our services include advising clients relating to the acquisition of life insurance, disability insurance, and long-term care insurance. We do not sell insurance, so our recommendations relating to insurance needs are not colored by a commission that may be payable as a result of our advice.

Trust funding is also important. We assist our clients in the funding of their trusts so that assets are administered as a part of their trust and not subject to probate administration.

Making decisions relating to who addresses health care needs is also important. As a result, we assist clients with the preparation of Advance Health Care Directives so that their health care needs and wishes are addressed.

When estate taxes are effective we assist clients with counsel relating to how to minimize them, and what planning and documents may be used to achieve tax savings and still result in the distribution of assets as desired by a client.

If you have minor children you should have a will that designates who will act as guardian for your child(ren) upon your death.

Anyone going through a marital dissolution should seek estate planning guidance as soon as a court proceeding is commenced and after a court order is entered ending the marriage. It is important that your estate planning desires are made effective through current estate planning documents.

Summary of Services:

  • Wills
  • Trusts (revocable and irrevocable)
  • Trust funding (e.g. Deeds)
  • Advance Health Care Directives
  • Powers of Attorney
  • Guardianships and conservatorships
  • Probate and probate litigation
  • Trust administration
  • Probate and estate administration

Our work in this area for a number of years was recognized by the selection of Harold S. Small as the recipient of the Hartman Axley Lifetime Service Award by the National Association of Estate Planners and Councils.

12526 High Bluff Drive, Suite 300 San Diego, CA 92130 I 858.759.4600 I Contact Us
Copyright 2012 All Rights Reserved Harold S. Small