Our Will & Trust Lawyers Can Provide Planning and Formation Services

Paperwork on table with penEveryone needs to engage in estate planning at some level. These considerations are often put off for the future, with detrimental effects. Some people primarily wish to draft a will or simple revocable trust, ensuring that their wishes are known and family members are protected from unnecessary conflict and expense, but it is imperative that certain measures are in place. Many of our clients at Shore, McKinley, Conger & Jolley, LLP in Stockton, CA, have substantially more sophisticated needs best met through the formation of more complex trusts and evaluation of current, innovative asset protection strategies. Our knowledgeable will and trust lawyers can help you develop these important documents as needed for your unique circumstances.

Meeting Diverse Client Needs 

Our estate planning lawyers assist clients across a broad spectrum of life. We are rigorous in addressing the needs of young adults who need a basic will and trust, as well as business owners, executives, physicians and other licensed professionals with highly complex planning objectives.

Comprehensive Estate Planning

If you are starting out in your career, starting a family, or otherwise have modest assets at this point, we will help you draft a customized will, trust, powers of attorney and health care planning documents. Once you have opened a relationship with our legal team, your trusted resource as your circumstances evolve will always be one call away. We also frequently offer presentations and seminars on basic planning issues and emerging developments. Attending these events is a convenient, stress-free way for our clients to begin introducing themselves to these topics, which are often difficult to consider. 

Our knowledgeable will and trust lawyers can help you develop these important documents as needed for your unique circumstances.

Establishing Optimal Trusts 

Our firm is an especially strong resource for individuals and families with significant wealth to manage and protect, including those who need effective, thoughtful business succession planning. We are adept at structuring, maintaining and administering revocable and irrevocable trusts, including:

  • Special needs trusts to provide for disabled loved ones and protect their access to government benefits
  • Dynasty trusts and other vehicles for achieving substantial minimization of estate taxes
  • Charitable trusts and the establishment of foundations
  • IRA inheritance trusts and irrevocable life insurance trusts (ILITs)
  • Grantor-retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), private annuities and self-canceling installment notes (SCINs)

We can thoroughly address all your questions about strategic gifting, Medi-Cal planning, designation of trustees and other issues. During an initial consultation, we will begin by learning about the specifics of your family, career, lifestyle, goals, and more to formalize the best estate plan.

Will & Trust Lawyers You Can Rely On

We believe that sound legal advice can significantly impact the security and well-being of your family in the future and are dedicated to exhibiting integrity at every step of the process. Each of our trust attorneys can provide services focused squarely on your unique estate planning objectives to serve your best interest. Contact us online or by phone at (209) 477-8171 to schedule a consultation.