Seasoned professional counsels clients on transferring family assets

When it comes to transferring assets, I offer personalized legal advice based on your unique situation. Some of my clients want to ensure they can pass along their businesses to children and avoid personal liability. Other clients have large estates or considerable wealth they want to share in a way that avoids estate and wealth taxes. At the Law Office of Michael R. Weinstein, APC, I take the time to learn about your wishes for the future and strive to meet your needs. I can help with various wealth transfer options, which may include:

  • Special needs trusts
  • Family foundations
  • Life insurance trusts
  • Living trusts
  • A/B trusts
  • Charitable trusts
  • Wills
  • Generation-skipping trusts

Legal advice on transferring your assets can help ensure your wealth is distributed according to your wishes. I will work to resolve your estate and wealth transfer issues so that you can feel secure with the legacy you leave behind.

Contact a skilled California estate and trust planning lawyer

For sound advice on estate and trust planning and family wealth transfers in California, call the Law Office of Michael R. Weinstein, APC at 714-617-2084 or contact me online to schedule your free consultation at my Santa Ana office.