Madrid Law Group provides Estate Planning services to clients throughout the Orange County area

Estate Planning Attorney Orange County CA

Madrid Law Group offers a broad array of estate planning services to clients in Orange County and the surrounding areas

At Madrid Law Group we provide a broad array of estate planning services to clients throughout the Orange County area.   When they come to see us, many clients already have a goal in mind and want an estate plan to accomplish those goals.  Regardless of whether you are young and single with a modest estate and  interested in a Will based estate plan, or married with a substantial estate and looking for more sophisticated estate planning services, we will tailor an estate plan for you to best meet your particular goals and objectives.  Depending upon what your goals are, some of the various estate planning tools we can use to help you meet your goals include:

Advance Health Care Directives;
Healthcare and Financial Powers of Attorney;
HIPPA Authorizations;
Wills with Testamentary Trusts;
Revocable Living Trusts;
Marital Trusts;
Minors Trusts;
Blind Trusts
Life Insurance Trusts;
Personal Residence and Vacation Residence Trusts;
Grantor Retained Annuity Trusts;
Charitable Trusts;
Health and Education Trusts;
Separate Share Trusts;
Spendthrift Trusts;
Estate and Generation Skipping Transfer Tax Exempt Trusts;
First Party Special Needs Trusts;
Third Party Special Needs Trusts;
Discretionary Trusts;
Income Only Trusts;
Grantor Trusts; and
Dynasty Trusts.

Planning for High Net Worth Individuals and Families

Individuals whose net worth will likely exceed their gift, estate tax or generation skipping transfer tax exemption may want more sophisticated estate planning to effectively transfer assets, while at the same time eliminating or significantly reducing gift, estate and generation skipping transfer taxes. While some of the trusts  and other estate planning documents previously listed can be utilized, some additional estate planning services that may be utilized to accomplish the various estate planning goals and objectives of high net worth individuals include:

Development and implementation of charitable gifting plans which may include the use of charitable lead or remainder trusts and private foundations;
Development and implementation of various business succession plans;
Development of tax-efficient gifting strategies for asset transfers which may include the use of grantor retained annuity trusts and qualified personal residence trusts;
Development and implementation of various asset protection plans; and
Formation of family limited partnerships

If you need assistance with your estate plan or solid legal advice on how to best meet your estate planning objectives,  we are here to help — contact us today to schedule your complementary consultation.

Priscilla Madrid, founder of Madrid Law Group, is an Orange County Estate Planning, Elder Law  and Probate attorney in Anaheim Hills, CA serving clients in Anaheim, Yorba Linda, Placentia, Brea, Villa Park, Tustin, Orange, Irvine, Chino, Corona and the surrounding tri-county area for over 23 years. She holds a legal masters degree (LLM) in estate planning and elder law and is a member of the American Board of Trial Advocates.