Trusts & Estates
Estate planning, living trusts, and wills that reflect how your family and your assets actually work.
A well-drafted estate plan does three things: it keeps your family out of probate court, it puts the people you choose in charge if you cannot act, and it moves your assets to the next generation with as little friction and tax as the law allows. For most California families the foundation is a revocable living trust, supported by a pour-over will, durable powers of attorney, and an advance health care directive.
Where KPLAN Law Group differs from a general estate planning practice is in the attention paid to what is being transferred. Business interests, real estate held in multiple entities, retirement accounts, and assets or heirs outside the United States each require particular drafting. Our founder's work as both an attorney and CPA means the plan accounts for basis, income tax on retirement assets, and the estate tax exposure of a growing business, not just the distribution of a house and a bank account.
We also review and update existing plans. Tax law, family circumstances, and asset values change; a trust drafted a decade ago often no longer does what its makers intended.
How we help
- Revocable living trusts, pour-over wills, and trust funding
- Durable powers of attorney and advance health care directives
- Planning for blended families, minor children, and beneficiaries with special needs
- Trusts holding business interests, real estate, and retirement accounts
- Planning for non-citizen spouses and assets or heirs abroad
- Review and restatement of existing estate plans