Trusts and Estates
Legal solutions for California's family legacies
Estate planning is no longer a concern only of the elderly. Individuals today learn at a much earlier age that they need to engage in the estate planning process to safeguard their intentions and goals, and to ensure that the unexpected does not have a catastrophic effect on their survivors and beneficiaries. Estate planning is a dynamic process that is enhanced by hiring a team of specialists in tax and estate law, fiduciary accounting, asset management and insurance. Our firm offers clients all these specialists, as well as a lead attorney who coordinates and oversees these matters. Rosenfeld, Meyer & Susman, LLP is proud to offer the services of sensitive and competent professionals who are trained to address financial and personal concerns on a long-term basis. We are highly skilled at probate litigation.
We are experienced specialists in a wide range of estate planning, trust and probate services. We prepare:
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We also advise clients on how to preserve assets from catastrophic, long-term health care costs, and furnish sophisticated life time and post-mortem income tax planning. We are skilled at drafting durable powers of attorney for both health care and asset management to carry out clients’ wishes regarding medical treatment and financial transactions during periods of incapacity. We also provide advice regarding the administration of conservatorships.
We have highly specialized expertise in serving the complex needs of our clients in the entertainment industry. We are particularly skilled at handling intricate estates, such as those encompassing several types of wealth and property, including long-term contractual income rights and intellectual property. Planning is particularly important to safeguard the interests of children. Survivors or beneficiaries of persons who disregard the estate planning process and die without a properly formed program often find that the wealth that should be theirs has eroded substantially. We encourage our clients to start the planning process early to protect assets and we are available to review and reevaluate estate plans as the size, value and complexity of assets grow.
