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California estate planning attorneys - Cunningham & Associates |
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Estate planning is just that,
planning in advance the distribution of your wealth,
real estate and assets for the well-being of your family and loved ones.
When unprepared events can consume assets accumulated over a lifetime of work.
We are an experienced legal team that understands the laws of governing gifts,
estates and trusts. California estate planning and probate law attorneys,
Cunningham & Associates, located in Camarillo represents clients in Camarillo, Los Angeles,
San Diego, San Francisco, Santa Barbara, Santa Maria and other cities in Southern and Northern California.
From assistance with California power of attorney
decisions to the development of revocable living trusts,
we use our knowledge to help our clients fulfill their goals.
We are your partner in preparation and helping to match solutions
and services that are best for you. |
Our estate planning is for individuals
who are interested in maintaining management and control
of their estates, protecting family members, avoiding
probate and obtaining peace of mind. Our services are comprehensive and include: |
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Trust Development |
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Our Southern California living trust attorneys are
well trained and experienced. They will create the best revocable living trust for you.
Ultimately, a trust is a legal arrangement that allows the holding
of property by a trustee for the benefit of another person or for yourself.
By maintaining assets in a trust, you may be able to minimize taxes and leave
a larger inheritance. With the help of a Southern California living trust attorney, the use of a trust is also a way to provide a steady income to the beneficiary over the course of time, rather than distribution in a lump sum. This strategy can reduce the beneficiary's taxes and allow the trust to grow through proper investment. Charitable trusts can also be established. |
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Will Creation |
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A Will serves as instructions to the probate court to how an individual wants to have his property distributed at death. Our Will and estate planning attorneys give personal service in preparing Wills and advise clients to keep them up to date as circumstances and the law changes. |
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Living Wills & Advance Healthcare Directives |
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Be organized and prepared in the event that you may be incapacitated. With living wills and advance healthcare directives, you make the choices regarding medical care for all known situations. We can help ensure that you designate one or more individuals to make decisions should the circumstance arise. |
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California Power of Attorney Assistance |
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A California power of attorney gives a family member
or someone the ability to make financial and personal decisions
when an individual becomes incapacitated.
A California power of attorney can be used
to address broad issues or a single transaction
like purchasing a parcel of real estate.
We can assist in creating a power of attorney,
or assist in the administration of the power of attorney. |
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Probate Support |
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When someone dies, probate may be required to legally transfer title
of assets to the appropriate beneficiaries, to appoint the executor or administrator
of the estate, or to determine distribution of estate assets.
Probate law can be intimidating, but our California probate attorneys
are here to help
with common needs such as admitting the will to probate court;
obtaining certified letters testamentary or of administration;
or in final distribution of the assets of the estate. |
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- Property appraisal
- Settlement of estates
- Overseeing the payment of the final individual and estate taxes
- Distributing the remaining property
- Challenging a will or trust
- Defending a will or trust
- Legal counsel for executors and trustees
- Legal action for breach of fiduciary responsibilities
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A probate attorney should have knowledge as well as compassion and an understanding of the goals of the family. Achieving the goals of the decedent and compliance with the laws of the state and federal governments is the focus of our probate practice.
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Estate and Trust Administration |
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A California power of attorney gives a family member or someone the ability to make financial and personal decisions when an individual becomes incapacitated. A California power of attorney can be used to address broad issues or a single transaction like purchasing a parcel of real estate. We can assist in creating a power of attorney, or assist in the administration of the power of attorney. |
Individual state laws direct the probate court how to distribute a
decedent’s estate. State laws and procedures vary greatly, so it is important
to consult an attorney with Cunningham & Associates to ensure that the decedent's
assets are distributed correctly.
We handle the court proceedings related to probate and we help trustees in
the administration of trusts. Our estate administration services provide peace of mind ensuring
you that loved ones will be securely provided for in the manner you choose.
For more information about estate planning or to schedule a
consultation contact Cunningham & Associates at (805) 484-2769 or complete the following
online form.
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