Trusts & Estates

随着人口老龄化和个人寿命的延长, assuring a comfortable retirement while preserving the estate for future generations has become a complex balancing act that requires careful planning.
 
Best Best & 克里格有限责任公司成立的信托团队 & Estates attorneys advises on all aspects of estate planning, wealth management, 信托和信托争议的解决.
 
Wealth Management & Estate Planning
 We help clients devise wealth management plans to build and secure their estates, 优化他们的财务安全, establish successful business plans and accomplish their wealth-sharing intentions. Our attorneys offer boutique-level experience and personal attention backed by the resources of a leading, 提供全面188bet金博宝手机版的律师事务所. 与客户紧密合作, 他们的会计师和财务顾问, 我们使用遗嘱和各种各样的信托, investment vehicles and wealth-transfer arrangements to create a tailor-made, comprehensive and strategic wealth management plan to meet our clients’ current and future needs, 以及他们的整体遗产规划目标.

我们定期就以下事项提供意见和协助:

• 资产保护与分配
• Business succession planning for closely held, family-owned and other businesses
• Estate planning, probate, will and trust preparation and administration
• 慈善捐赠、私人基金会和信托
• Elder law, elder care, and physical and financial elder abuse
• 遗产，赠与，代沟和所得税问题
• 执行人和受托人的责任
• 监护/托管和特殊需要信托
• Health care planning, Medi-Cal, Medicaid/Medicare, and advance health care directives
• 投资工具和长期投资策略
• 人寿、残疾和健康保险
• 婚姻协议和共同财产权利
• 遗嘱检验、避免遗嘱检验和物业管理
• Retirement benefits, pensions and qualified and nonqualified deferred-compensation arrangements
• 可撤销信托和不可撤销信托
• Powers of attorney
• 遗嘱检验和信托诉讼
• Tax-efficient wealth transfer strategies, tax elections and disclaimers
• Evaluating estate plans in light of life-changing events such as births, deaths, marriages, 离婚和能力有限

Dispute Resolution
认识到法律, factual and emotional considerations all come into play in litigation, we strive to prevent trust and estate disputes and seek to resolve unavoidable disagreements through negotiated settlements. In this way, we often avoid resorting to costly, contentious and time-consuming litigation.

Our attorneys have successfully resolved a wide variety of disputes for families, business owners, 公司和私人受托人, executives, 管理员和受益者, including:

• 违反受托人义务, undue influence, fraud, self-dealing, 挪用资金, 以及利益冲突
• Petitions for appointment or removal of fiduciaries and fiduciary accountings
• 遗嘱与信托的效力之争与争议, interpretation and enforceability of provisions and amendments
• 与遗产有关的纠纷及遗产的解决
• Incapacity/competency claims and appointments of conservators/guardians
• 受托人删除操作
• Asset and estate recovery, valuation and accounting disputes
• 虐待老人的指控
• Community property rights and terms and impact of prenuptial and post-nuptial agreements
• Acquisition and disposition of businesses and professional practices
• Tax controversies
• 可撤销的、不可撤销的信托纠纷
• 关于医疗保健的委托书和纠纷

Combining legal know-how with compassion and personal attention, BB&K Trusts & 房产律师在法庭内外为客户188bet金博宝手机版, 帮助他们建立, maintain and pass on their estates in accordance with their wishes.