ESTATE PLANNING

 

San Diego Estate Planning Lawyers

 

A well-crafted estate plan can protect your assets, provide for your family and give you peace of mind. At a minimum, an estate plan should include a will, power of attorney, and health care directive. Depending on your situation and needs, a number of other estate vehicles can be developed to achieve specific goals. At Ratner & Pinchman, PC, we have extensive experience in all aspects of estate planning. We provide a full range of estate planning advice and services, including:

 

  • Drafting of wills

  • Creation of trusts

  • Estate tax minimization and asset protection strategies

  • Gifting

  • Financial powers of attorney

  • Advance directives for health care

  • Medi-Cal planning

  • And other estate planning matters

 

For a free consultation, contact our firm.

 

Steven M. Ratner is certified in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization.

 

The Estate Planning Process

 

Our attorneys will work closely with you to understand your family, your financial situation and your goals. Then our firm will create customized estate vehicles and documents designed to protect your assets and achieve your goals. If you have minor children, it will be important to name a guardian for your children in the event of your death.

 

As your financial situation and family change, our firm can amend your will and other estate documents in a cost-effective manner.

Complex Estate Planning Services

 

Our firm has experience for people with large estates and those with complex issues. We can create a trust or trusts designed to meet your goals, including the minimization of estate taxes, avoidance of probate and the protection of your assets. If you have a disabled child, we can create a special needs trust which can provide funds for specific purposes while enabling the child to qualify for federal and state benefits.

 

Whatever your estate planning needs, Ratner & Pinchman, PC can provide the right solution for you.

 

Contact a San Diego Elder Law and Medi-Cal Planning Attorney

 

Contact our firm to schedule a free initial consultation with Ratner & Pinchman, PC

© 2020 by Ratner & Pinchman, PC.  The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.  Please note that the State Bar Ethics Rules require us to disclose that testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

 

Ratner & Pinchman, PC serves clients in Southern California, including San Diego County, Orange County, Riverside County and the cities of Chula Vista, Coronado, Del Mar, El Cajon, Encinitas (Cardiff-by-the-Sea, Leucadia, Olivenhain), Escondido, Imperial Beach, La Mesa, Lemon Grove, National City, Oceanside, Poway, San Diego, San Marcos, Santee, Solana Beach, and Vista.  We are San Diego Elder Law and Medi-Cal Planning Attorneys.