Estate Planning
Planning your estate is an opportunity to direct your assets and select certain persons to lead for the benefit of you and your loved ones. Completing the proper documents and steps can also make difficult transitions easier for the important people in your life because they will know your intentions and your legal authorizations are in place. Documents such as trusts, wills, powers of attorney, and other nominations are important elements of this planning. The Estate Planning process also offers an opportunity to thoughtfully review your options considering the potential taxes, types of assets, and the people or organizations you want to benefit.
Wills
A Will directs your assets to the people or organizations of your choice and can avoid the state’s “default” plan for your assets.
Trusts
Van Duzer Law drafts revocable and irrevocable trusts for its clients based on each client’s goals. Every trust is tailored to the varying needs, situations and intentions of each client while keeping opportunities for tax savings in mind for every client.
Probate
A court process is sometimes required after a death to transfer assets. Van Duzer Law can help you navigate the required formalities and distribute assets to the beneficiaries.
Trust Administration
For the persons who planned ahead and created a Trust, the lengthy court Probate system can be avoided for some or all of their assets. Asset ownership is transferred according to directions in the Trust. Van Duzer Law looks for tax saving opportunities in administrations and guides trustees through the many required steps in fulfilling their duties as Trustee.
Business Succession Planning
When you have worked to build and grow a business, you care about its future upon your retirement or when you are no longer at the helm. Business Succession Planning combines your designating the next leaders as part of an orderly transition plan consistent with your retirement goals and family’s estate plan. Business planning considers tax-advantaged options and may involve entity formation.
Charitable Planning
Charitable Planning is an opportunity to integrate your philanthropic or charitable intent with your financial and estate plan goals by creating specific trusts or making strategic gifts. This planning offers tax advantages and benefits the causes important to you.
Van Duzer Law, PC
10000 Washington Boulevard, Sixth Floor, Culver City, CA 90232 • 424.570.4888 • jennifer@vanduzerlaw.com
This Web Site for general information and educational purposes only, not to provide specific legal advice. You understand that by using this site, there is no attorney client relationship between you and the Web Site publisher. The Web Site is not to be used as a substitute for specific, competent legal advice from a licensed professional attorney in your state.
VAN DUZER LAW 