Swappable Family

San Luis Obispo Estate Planning Attorney

Knowledgeable California Estate Planning Guidance

Attorney Jed Hazeltine

Your ability to pass along your assets in the manner you deem fit is dependent on a number of factors. An effective estate plan must take into account the tax consequences of each decision to maximize your ability to control your estate. The tools used in your estate plan must be carefully selected to accomplish your goals. At Central Coast Estate Planning & Fiduciary Services, clients get the benefit of an experienced San Luis Obispo estate planning lawyer help them make the right choices. For a free initial phone consultation, contact us online or call 805-439-2323, toll free at 866-675-1036.

We offer representation for the following:

  • revocable living trust
  • wills
  • qualified personal residence trust (QPRT)
  • family limited partnership (FLP)
  • intentionally defective grantor trust (IDGT)
  • dynasty trust
  • grantor retained annuity trust (GRAT)
  • powers of attorney
  • conservatorships

“My wife and I had an estate plan professionally prepared by an attorney. After our initial consultation with you, we were very surprised to learn it was in severe need of an update! You are a true professional and a credit to your profession! We strongly recommend your law firm to anyone in need of estate planning services.”

Understanding Your Options

We can discuss your situation to determine what your plan should include. For most clients, creating a revocable living trust and pour-over will is the first step. Trusts come in many varieties, each serving a different purpose and offering different advantages. Depending on your age and circumstances, you might benefit from the creation of a qualified personal residence trust (QPRT). A QPRT is an immensely effective wealth transfer strategy, particularly in California where real estate can appreciate significantly over time. Other options include the creation of a family limited partnership (FLP), intentionally defective grantor trust (IDGT), dynasty trust, grantor retained annuity trust (GRAT), or many others. Our goal is to help you find the best possible solutions as quickly and easily as possible without compromising quality.

Another important aspect of estate planning is the establishment of powers of attorney and conservatorships to assist people in asset management and health care concerns as they grow older. The selection of a reliable trustee or personal fiduciary is vital. In many cases, these responsibilities are simply given to the oldest child, regardless of that person’s knowledge of the requirements. Serving as a trustee can be a complicated and difficult burden. We can help you choose an appropriate party to handle these important concerns.

Complex Estate Planning Issues

Asset management and protection issues are highly dependent on your circumstances. All too often, an estate plan will be created by simply putting names into a pre-made set of forms. We help clients address their specific needs through careful planning. In addition to estate planning, we represent clients in litigation concerning wills and trusts.

Contact us online or call 805-439-2323, toll free at 866-675-1036, to arrange for your free initial phone consultation.

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Contact Information

Central Coast Estate Planning & Fiduciary Services
778 Osos Street
Suite C
San Luis Obispo, CA 93401

Phone: 805-439-2323
Toll Free: 866-675-1036
Fax: 805-439-2424

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