The Oxford Law Firm - Orange County Estate Planning Attorney

Call: 949-442-0895 Providing Specialized and Personalized Legal Services Estate Planning, Trust, Estates & Probate Administration Asset Protection Planning

The Oxford Law Firm
2030 Main Street
13th Floor
Irvine, CA 92614
Phone: 949-442-0895
Fax: 949-442-0849
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Call: 949-442-0895 Call: 949-442-0895

Southern California Trust and Estate Lawyers

Our firm's range of estate planning services cover nearly all trust, estate and probate issues:

Estate planning is the process of forming suitable structured living trusts for our clients, funding their trusts with their assets, and assisting them with the legal requirements of managing and ultimately transferring their assets to their beneficiaries during their life or upon their death or incapacity, and doing so with the minimum gift tax or estate tax that may be required. This includes the following estate planning services:

  1. Arranging for the distribution of our clients' property at their death, according to their wishes, minimizing all possible expenses, including gift and estate tax, with the least possible conflict and emotional distress among the beneficiaries; and
  2. Achieving lifetime family financial planning by minimizing income tax, reducing the taxable estate by making gifts and minimizing potential gift tax at the same time, transferring a family owned business to succeeding generations and minimizing potential gift and estate tax at the same time, purchasing suitable types of insurance, managing assets in the event of the person's physical or mental disability or incapacity, making medical decisions in the event of the person's physical or mental disability or incapacity, and other client matters not directly related to the transfer of property at death.

Specific examples of our estate planning services are:

  • Revocable Living Trusts for Married Persons, containing multiple subtrusts upon the death of the first spouse to minimize estate taxes
  • Revocable Living Trusts for Single Persons
  • Irrevocable Discretionary Trusts
  • Irrevocable Asset Protection Trusts
  • Irrevocable Life Insurance Trusts (ILIT)
  • Qualified Terminable Interest Trusts (QTIP)
  • Intentionally Defective Irrevocable Trusts (IDIT)
  • Irrevocable Generation Skipping Trusts (IGST)
  • Qualified Personal Residence Trusts (QPRT)
  • Family Wealth Preservation Trusts
  • FLPs and LLCs, used for Valuation Discounts for Gift and Estate Tax Reduction
  • Federal Estate and Gift Tax Avoidance Planning
  • Gifting Strategies
  • Gifting to Minors under Age 18
  • Assets Held Outside of the Living Trust (e.g., Joint Tenancy)
  • Last Will and Testament
  • Pour Over Will
  • Durable Power of Attorney for Property Management
  • Durable Power of Attorney for Health Care

Estate Tax and Gift Tax Avoidance Planning — We assist with our clients' transfer of their wealth during their lifetime or after their death, according to the clients' wishes, with the goal of reducing and minimizing our clients' potential gift tax and estate tax liability, to the fullest extent permitted by federal and state law.

Trusts, Estates and Probate Administration — We help the trustee serving our clients' trust, or personal representative of our clients' probate estate, inventory and value all assets, pay debts and expenses, invest assets and income, and distribute assets and income to the beneficiaries according to their trust or will. Specific examples of these services are:

  • Asset Inventory
  • Asset Valuation
  • Appointment and Acceptance of Successor Trustee
  • Trust and Estate Administration after Death of Single Person
  • Trust and Estate Administration after Death of First Spouse, and Creation of Multiple Subtrusts, to minimize potential estate tax liability:

"A" Subtrust (Credit Shelter Trust or ByPass Trust)

"B" Subtrust (Marital Trust or QTIP Trust)

"C" Subtrust (Children's Trust or Family Trust)

  • Administration of Subtrust A During Life of Surviving Spouse
  • Administration of Subtrust B During Life of Surviving Spouse
  • Administration of Subtrust C During Life of Surviving Spouse
  • Final Settlement and Distribution of the Trust Assets of Subtrust A, B and C, after Death of Second Spouse
  • Final Distribution of Trust Assets to the Beneficiaries Free of Trust or After Probate Terminates
  • Lawful Execution of Trustee's Duties and Successor Trustee's Duties
  • Probate Administration

To schedule a free initial consultation with one of our Orange County, California lawyers, call 949-442-0895 or email us. Based in Orange County, we serve clients in and around Southern California and beyond.