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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.

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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

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