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Revocable Trust AttorneyAn experienced San Diego estate planning attorney can structure your assets and wealth to provide protection while reducing or eliminating tax consequences.  Many people assume that all they need to plan their estate is a will. Unfortunately, if you pass away with nothing more than a will the consequences include:

  • • a long and costly probate proceeding for your beneficiaries
  • • public exposure of your financial affairs
  • • devastating tax consequences

 

Only a trust allows you to maintain control over your assets while you are alive and control how those assets will be distributed after your death.  Allen Barron, Inc. and Janathan L. Allen, APC provide comprehensive estate planning, tax planning and financial advisory services for clients of all income and asset levels. With offices in San Diego and San Francisco, we represent clients throughout California.

Contact an Experienced Estate Planning Attorney – The Consultation Is Free

Seeking an estate planning lawyer in San Diego, Los Angeles, Orange County or elsewhere in California? Contact us or call 866-631-3470 to schedule a free initial consultation.

A Complete Estate Plan Protecting Your Assets And Your Beneficiaries

San Diego Estate Planning and Trust AttorneyFor most clients, a complete estate plan will include one or more trusts, a pour-over will, a durable power of attorney for assets and an advance health care directive.

A properly executed estate plan allows you to control your assets while you are alive. It also spells out what you want to happen if you become disabled and unable to communicate your wishes. After you die, your trust can protect your beneficiaries from taxation, creditors and ex-spouses.

Taxation and fees in probate are based upon appraised value, not equity.  The cost of an average home in the San Diego area puts the expense of probate exponentially above the cost of a trust.  Unlike wills, trusts do not go through the California probate process. This can save you as much as 15 percent of the present value of your estate, which is what most probate lawyers charge to probate assets distributed by a will. When you keep assets in a trust, your family’s private financial information will also remain private.

Drafting An Estate Plan Based On Your Assets And Your Goals

When drafting estate-planning documents, our attorneys will carefully review your goals, concerns, family issues and assets to arrive at the plan that will best meet your needs. Our services include:

 

We are here to help you draft an effective estate plan. Only an experienced estate planning attorney can also help you address the challenges that come with the administration of a loved one’s trust or estate.

Contact Allen Barron's Experienced Tax, Legal and Accounting Team Today

Contact your single source tax, legal and accounting team to learn more about our integrated services,
or call us at 866-631-3470 for a free consultation.


16745 West Bernardo Drive, Suite 260
San Diego, CA 92137

Telephone: (866) 631-3470
Fax: (858) 376-1410

Offices of Allen Barron, Inc.:

Main Office:
Allen Barron, Inc.
16745 West Bernardo Drive, Suite 260
San Diego, CA 92127
Phone: 858-304-0947
Phone: 866-631-3470
Fax: 858-376-1410
San Diego Law Office Map

San Diego Office
Allen Barron, Inc.
5720 Oberlin Drive
San Diego, CA 92121
Phone: 866-631-3470
Fax: 760-741-1410
San Diego Law Office Map

Las Vegas Office
Allen Barron, Inc.
333 South Sixth Street, Suite 230
Las Vegas, NV 89101
Phone: 702-749-4430
Fax: 702-933-1748
Las Vegas Office Map

San Diego Office
Allen Barron, Inc.
750 B Street, Suite 2610
San Diego, CA 92101
Phone: 619-702-8356
Fax: 619-923-8356
San Diego Law Office Map

San Francisco Office
Allen Barron, Inc.
300 Montgomery Street
Suite 410
San Francisco, CA 94101
Phone: 415-481-0475
Fax: 415-762-1539
San Francisco Law Office Map

Phoenix Office
Allen Barron, Inc.
40 North Central Avenue
Phoenix, AZ 85004
Phone: 602-903-7018
Fax: 602-357-1655
Phoenix Office Map