Estate Planning

At Lobb Cliff & Lester our Estate Planning department begins preparing an estate plan by first meeting with our clients to define their goals. Next, we analyze the tax laws to determine the most tax efficient way to meet those specific goals. Our attorneys have the extensive experience and training with estate and gift tax laws needed to integrate family, business, and tax objectives into clear and understandable legal documents.

We assist clients with a wide variety of estate planning and administration services, including:

• Revocable trusts and wills
• Durable powers of attorney
• Health care powers of attorney (Health Care Directives)
• Life insurance trusts
• Charitable trusts
• Beneficiary Deemed Owned and Grantor Deemed Owned Trusts
• Planning for qualified plan and IRA assets
• Generation-skipping transfer tax planning
• Minors' trusts
• Family limited partnerships and limited liability companies
• Succession planning for a closely held business
• Estate and trust administration advice
• Probate administration and post-mortem planning
• Preparation of federal and state estate tax returns
• Distribution of assets to beneficiaries

Our estate planning services provide our clients with the best possible level of understanding and clarity. We provide explanatory letters describing any proposed plans in clear, understandable language. We use state-of-the-art computer programs to make estate tax projections and prepare tax returns. We carefully supervise follow-up actions in titling assets and beneficiary designations.

We believe in a coordinated effort between a variety of advisors to provide the most efficient and effective solutions to client needs. We often draw upon the broad range of experience of other attorneys in the firm for the benefit of our clients and to meet the full range of our clients’ needs. Our Estate Planning attorneys may work with the attorneys in our Tax Department regarding estate tax controversies, or they may work with the attorneys in the Litigation Department to handle complex probate litigation. We also frequently meet with investment planners, accountants and other outside advisors, on behalf of our clients, in an effort to develop a comprehensive and integrated estate plan.

Call our Estate Planning attorneys to discuss your estate planning needs, if you own real estate in California or have minor children. To arrange a consultation, call 951-788-9410.

Estate Planning Attorneys

• Erika E. Peterson

Attorneys providing legal services for clients throughout southern California, including, but not limited to the cities of Riverside, Los Angeles, San Bernardino, Anaheim, Long Beach, Pasadena, Santa Ana and San Diego.