Living TrustsOur standard estate planning service typically includes the following documents:• Last Will and Testament• Revocable Living Trust• Trust Transfer Deed for a California residence• Durable Power of Attorney for property management• Advanced Healthcare DirectiveEstate Tax PlanningAvoiding probate does nothing to avoid estate taxes. Many believe that if they have a living trust, their assets will pass to their heirs free of estate taxes. With his legal, tax, investment, and insurance expertise, Tim is able to design and implement plans that can reduce estate taxes, or establish trusts that continue free of estate taxes for your children and grandchildren. Trust Administration and ProbateThe tasks can be overwhelming: tax filings, court proceedings, settling creditor claims, marshaling and liquidating assets, and communicating with beneficiaries. Tim’s clients appreciate his professional and common sense way of dealing with these potentially challenging issues.Charitable PlanningTim has extensive experience with the full range of charitable planning, including donor-advised funds, charitable remainder trusts, charitable lead trusts, and private foundations.