Wills and Trusts

California Wills & Trusts Attorney

Establishing a clear estate plan offers peace of mind that your wishes will be made known and also can prevent divisive disputes between your loved ones. Estate planning is not only for the elderly; it is a good idea for people of all ages create an estate plan to guide their family and friends according to your desires for your assets, healthcare and the custody of their children.

An estate plan is something that can be adapted and changed throughout your life, including after major events such as a marriage or the birth of children. For more information on establishing an effective estate plan in California, please contact my law office to schedule a free initial consultation.

Comprehensive Estate Plan Package

My name is David E. Simon and I help people in the South Bay Area create clear estate plans. I have over 40 years of experience as a lawyer and I enjoy taking the time to meet with clients, learn about their key objectives and present them with the tools to achieve their goals.

I work with clients to develop a comprehensive wills and trust package that may include all of the following:

  • Revocable living trust
  • Pourover will
  • Durable power of attorney
  • Advanced healthcare directive
  • Transfer deeds in trust

A package allows for consideration of more than just the distribution of assets at your death via a simple will. We will create a plan that outlines your financial and healthcare wishes, as well as who will be responsible for making decisions for you in the event of your incapacity.

Living Trusts

The living trust is one of the most frequently used tools for estate tax savings. I will explain any tax savings that can be accomplished by establishing a living trust; in addition, we will review how to make changes to your trust, if needed.

Trusts may also be used to provide for the distribution of assets to children beyond the age of minority. This is in contrast to a will, under which generally, a guardianship of the assets is created until the child turns 18, when all assets pass to the child. A trust allows you the flexibility to postpone disbursement until the child has more life experience and is better equipped to handle a large sum of money.

Read more about the advantages of having a living trust and the reasons why you would want to set one up here.

For a free initial consultation, please contact my law office to schedule a free initial consultation.


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