Estate Planning in the South Bay and Los Angeles
The estate planning practice at Baker, Burton & Lundy covers the full range of client needs from basic wills and powers of attorney to complex trust instruments designed to address specific family objectives. Regardless of where your interests fall along this spectrum, you stand to benefit from the advice of a knowledgeable wills and trusts attorney. Contact us in Hermosa Beach to learn how our experience, versatility and common sense can go to work for you.
Call 310-421-4952 to Learn About Basic or Advanced Estate Planning Solutions
Brad Baker has concentrated on estate planning and California probate law for the last two decades of his 34-year career. Listed as a Southern California Super Lawyer in estate planning and estate and trust litigation by Los Angeles Magazine for multiple years, the depth of his knowledge and the breadth of his experience can add value to any family's estate plan.
Most families will benefit from avoiding probate as the primary means of wealth transfer. As a result, our law firm recommends revocable living trusts that are properly funded as the best way to hold assets. We believe in using trusts for children, even adult children, to provide protection from divorce, creditors, and even death taxes. We believe in having children be trustees of their own trusts upon reaching a certain minimum age. We also believe in prudent parameters being imposed yet providing flexibility for changing circumstances. No two estate plans are ever identical. Every client is unique.
Financial and medical powers of attorney serve important functions for families of any level of affluence. They can avoid uncertainty and family disputes in the event of your sudden incapacity by naming trusted persons to make decisions in your name if you become unable to do so yourself. They can also avoid the need to engage in conservatorship proceedings to protect your basic interests.
Other estate planning instruments and strategies address a variety of goals and specific interests:
- Special needs trusts to assure the safety and financial security of vulnerable members of your family
- Generation skipping trusts to provide dependants with creditor and in-law protection and to defer or reduce estate tax liability
- Management succession plans to address issues concerning the continuity of a family business
We tailor your estate plan to your specific goals and circumstances. For additional information about the range of our trusts and estates practice, contact Baker, Burton & Lundy in Hermosa Beach.
