San Mateo Estate Planning Lawyers
Estate planning involves the creation of wills, trusts and other tools that preserve your estate for the future benefit of your loved ones while minimizing taxes.
Our attorneys are skilled San Mateo estate planning lawyers with extensive backgrounds in taxation law. They will meticulously examine your estate and use their comprehensive knowledge of tax law to create a plan that minimizes estate, gift and income taxes. Contact us for more information.
The Law Office of Daniel G. Brown in San Mateo, California, handles a variety of estate planning issues, including:
Wills: The creation of a legally and financially-sound will can expedite the property transfer process and avoid various tax burdens.
Trusts: Trusts are established to manage the distribution of your property and assets during life and after death. They can be created to minimize federal estate taxes or to provide money for future college tuition. Trusts can offer a flexibility that wills cannot.
Conservatorship or Guardianship: A conservator or guardian is a person directed by the court to protect and preserve the interests of a person who is incapable of doing so for him or herself. A conservatorship or guardianship may include either or both of the estate or the person. One of these options may be appropriate if a loved one of any age is incapable of making estate or financial planning decisions. These forms of planning can offer a broader ability to manage a loved one’s financial estate and asset management, but they also often come with much more oversight on the part of the courts. With greater power comes greater accountability.
The Law Office of Daniel G. Brown can assist with the creation of a various trusts, including:
- Living trusts
- Revocable trusts and irrevocable trusts
- Life insurance trusts
- Educational trusts
- Annuity trusts
- Qualified personal residence trusts
- Charitable trusts
Advanced Directives for Healthcare Decisions: An advanced healthcare directive outlines your specific wishes for the continuation or termination of health care treatment in the event that you are unable to speak for yourself. Commonly referred to as a durable power of attorney for healthcare or a living will, healthcare directives appoint powers of attorney to an individual who will carry out healthcare related wishes on your behalf.
At the Law Office of Daniel G. Brown, our attorneys develop simple or complex estate plans conforming to state and federal laws, tax codes, and regulations. Contact us to begin planning for your future today.
The Law Office of Daniel G. Brown
160 Bovet Road, Suite 404
San Mateo, California 94402
