| Thorough preparation of your personal estate plan is a sensitive and confidential matter, one that requires expertise in human nature and sophisticated legal matters.
At Phillips Law Partners, our Estate Planning Practice Group has a well-earned reputation for the personal, ongoing relationships that we establish with our clients. Taking the time to gain a complete understanding of each of our clients' goals and family dynamics, we educate our clients on the available courses of action to achieve these goals. Then, together with the client's accountants or financial advisors, we recommend innovative methods to work within the law to best protect their interests.
With Extensive experience in the preparation of wills, trusts, durable powers of attorney, property agreements, conservatorships, guardianships and related documents, we can provide you with solid choices for the preparation and implementation of your estate plan. including how to leave structured gifts to your beneficiaries for years to come. Our thorough knowledge of tax laws and our expertise in international law allow us to advise both citizens of the United States and clients who hold citizenship outside the United States, of available tools to reduce estate taxes.
Due to the sensitive issues inherent in this area of law, we take the time to understand the unique and complex relationships between siblings, spouses, parents, blended family members, and business partners. We help our clients address and avoid the possible conflicts that the distribution of personal assets can cause to even close-knit families and solid business partnerships.
Our thorough planning is designed to provide ample time for careful consideration and protect confidentiality at every step. By helping our clients with trouble-shooting, or the anticipation of potential problems with their estate plan, we can help avoid probate and trust litigation. We also construct our plans to include "safety nets" that provide protection against unexpected events.
Our goal is to ensure that our clients' intended distribution of assets will actually occur. Having served Southern California for more than 40 years, we have established strong, well-respected relationships within the legal, financial and charitable communities. Being knowledgeable and experienced allows us to make appropriate recommendations for fiduciaries of other professionals such as appraisers, lenders, tax preparers, etc. Skilled in probate, conservatorship and trust litigation, we work with trial specialists within our firm when clients need courtroom representation.
Our Estate Planning Group is highly qualified and experienced. The firm's founder, George Phillips. Sr., is an estate planning Super Lawer and is amongst the best known and respected estate planning attorneys in California. Our large and diversified estate planning practice draws from nearly every attorney within the firm to provide insight and perspective vital to our clients' needs.
In this area of law, great results are important and average results can be devastating. Losing a large portion of your estate to excessive taxation, unintended distributions, or to probate and litigation fees, may be avoided with proper representation and planning.
With nearly 100 years of combined experience, our Estate Planning Practice Group has built a reputation on exemplary knowledge, professional confidentiality, and personal, attentive service. We look forward to providing you with more information or discussing your estate planning needs in detail.
ESTATE PLANNING PRACTICE GROUP
PRACTICE AREAS
Counsel and representation are offered in the following areas:
• Estate Planning
• Wills
• Trusts
• Revocable and Irrevocable Durable Powers of Attorney
• Health Care and Property Management
• Property Agreements: Community Property and Domestic Partnership
• Second Opinions of Existing Estate Plans
• Revising Existing Estate Plan for New California Residents
• Probate Administration
• Litigation regarding Will Contests, Determination of Entitlement to Distribution and
Petitions for Instructions regarding Asset Administrations
Gifts and Estate Tax Planning
• Lifetime and Post-mortem Estate Tax Evaluation and Gift Implementation
• Trust Administration
• Funding, Administration, Distribution and Termination Revocable and Irrevocable Trusts
• Charitable Planned Giving
• Private Foundations
• Charitable Trusts: Remainder and Lead
• Family Business Planning
• Transfer of Wealth from Generation to Generation
• Dynasty Trusts
• Crummy Trusts
• Qualified Personal Residence Trusts
• Life Insurance Trusts
• Avoidance of Blended Family Conflicts
• Conservatorship and Guardianship Administrations for Incapacitated Adults and Minors Creation, Administration and Termination
• Litigation regarding Opposition to Administrations
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