Creating a proper estate plan may be the most important thing you can do to protect yourself, your family and your assets. A proper estate plan protects you during your lifetime by providing a predetermined plan of who will oversee you and your assets, and how such oversight will take place, if you become incapacitated. Without such a plan, your well being is left to the determination of the Courts.

And at death, a proper estate plan provides for your loved ones with an orderly, predetermined plan on how your assets will be held, administered and ultimately distributed, all without costly, time-consuming Court intervention. But these benefits can only be achieved if you create an estate plan during your lifetime, before you become incapacitated.

Albertson Davidson, LLP has extensive experience developing and implementing estate plans for all sizes of estates, large and small. From simple to complex, we can create a plan that meets your specific needs and desires. We focus on customized plans practically designed to accomplish each client’s planning goals.

Albertson Davidson, LLP also has extensive experience implementing advanced estate plans using such estate planning vehicles as Life Insurance Trusts, Charitable Trusts, and Qualified Personal Residence Trusts, all focused on reducing or even eliminating costly estate and gift taxes.

Albertson Davidson, LLP regularly advises clients on charitable planning for those who which to leave a portion of their estate to charity. There are a variety of ways in which client’s can benefit charity and themselves at the same time. Whether using a Charitable Trust or a Private Foundation or simply making on outright gift to charity during life or at death, we can develop the perfect charitable plan for you.

To learn more about how the attorneys at Albertson Davidson, LLP can help you with estate planning call us at one of our three Southern California office locations.

Corona Office	Irvine Office	Riverside Office
1101 California Avenue	15615 Alton Parkway	7121 Magnolia Avenue
Suite 100	Suite 450	Riverside, CA 92504
Corona, CA 92881	Irvine, CA 92618	(951) 801-2208
(951) 479-8378	(949) 551-1105	(951) 346-3785—Fax
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