Serving Southern California Estate Planning, Probate, &
(714) 543-6829 Trust Administration
We are an estate planning firm whose focus is to provide
When you call or visit our office, we want you to feel comfortable discussing these very important aspects of your financial and family life. We want to help you preserve as much of your estate as possible for your beneficiaries by deflecting probate, estate taxes, and other liabilities; help you establish asset distribution to protect your wealth; and help you ensure that you are prepared in the event of incapacity or in case of disability. We structure and prepare wills, and other estate planning documents, including durable powers of attorney, health care powers of attorney, and living trusts. We help you maintain your estate plan to reflect the changes in your life and ensure that you understand how your estate plan will be handled according to your wishes and goals.
We assist clients in maintaining privacy and control of their estate by utilizing one or more of the following:
*Revocable Living Trust (single and married couples)
*Qualified Terminable Interest Property (QTIP) Trust
*Qualified Domestic Trusts (QDOT)
*Special Needs Trusts
*Powers of Attorney
*Advance Health Care Directives
*Irrevocable Life Insurance (ILIT) Trust
*Personal Residence Trusts
*Charitable Remainder & Charitable Lead Trusts
*Grantor Retained Annuity Trusts
Trust & Probate Administration - We assist clients grieving the death of a family member by providing trust and probate administrative services, small estate distribution, spousal property petitions, trust division upon the death of a spouse, trust funding, trust amendments, and gift and estate tax return preparation.
Conservatorships - We assist clients in conservatorship proceedings so that they may assume the responsibility of taking care of a loved one who is physically unable or financially incapable of taking care of himself or herself.
Evelyn has been an advocate for disabled students, helping them to receive an appropriate education. She is currently a member of the American Bar Association and the Orange County Bar Associate, as well as, a member of the Trust and Estates section in each association.
Evelyn moved to
Adam T. Alt
Adam is a member of the Orange County Bar Association.
Adam was born and raised in Orange County. He has a wife and two darling girls.
Disclaimer: The information contained on this Southern California estate planning website is not intended as a source of legal advice. You should not act upon or rely on information at this or any other website without the advice of a competent Southern California Estate Planning attorney, especially if you reside outside the State of California, where we are not licensed to practice law and do not give legal advice. Please note that making a phone call or sending an e-mail does not create an attorney-client relationship; this requires a written agreement. Do not e-mail any confidential information to us until an agreement is signed. This website is intended for educational and informational purposes only.