Areas of Practice

bradsiefker

California Trusts and Estates Attorney Helping You Plan

Whether you’re planning the parameters of your future medical care or establishing support for loved ones upon your death, attorney Brad M. Siefker can help with all aspects of trusts and estates issues, including:

  •  Estate planning
  • Estate & Gift tax issues

  •  Living Trusts & Wills
  • Special Types of Irrevocable Trusts

Protect your legacy!
Most clients wish to pass a legacy to their loved ones. We thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, establishing a trust for your children, caring for your pets, supporting personal philanthropic causes and protecting your loved ones.

Draft your Trust, Will and Powers of Attorney:

The Living Trust and Will are key elements to your Estate Plan. These documents state who will be in charge if you die or become disabled, and who your beneficiaries will be. We draft valid wills and trusts that ensure your intentions are honored.

Changing your Estate Plan:  

As your life changes, so might your estate plan. You may need to update your trust and will throughout your life. We draft Amendments to Trusts and Wills that address changes in your financial situation, marital status, number of children, philanthropic interests and general lifestyle.

Trust Administration

After the death of one or both spouses, when a Trust becomes irrevocable, its administration must be overseen by a qualified professional. The trustee manages the investment of funds and the distribution of assets according to the grantor’s design in the trust documents. Trust administration requires careful attention to each detail of the decedent’s wishes. The conscientious trustee must have the assistance of legal counsel who is competent in the law of trust and estates.

Attorney Brad M. Siefker provides highly ethical and reliable administration techniques to a variety of trusts; maintaining the fiscal strength of these entities to serve beneficiaries through the intended life of the trust. We are available to provide administration services to new clients on a wide variety of trusts, including:

  • Credit shelter trusts (CST)
  • Living trusts
  • Special needs trusts
  • Generation-skipping trusts
  • QTIP trusts
  • Irrevocable life insurance trusts

 

Meticulous Administrative Services

We have extensive experience in all duties expected of a trust administrator or executor of a will, including:

  • Management of trust or probate estate assets
  • Preparation of fiduciary accountings
  • Distributions to beneficiaries

 Advice to trustees

A trustee can be personally liable for mistakes or omissions that result in losses for the trust. We offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration. If you have been named a trustee, we strongly recommend that you retain professional assistance from a trustworthy source.  As an established law firm with a long record of success in trust administration in California, we can help.

Business Law Attorney

Whether you are planning to start or expand your own business in California, an experienced and knowledgeable business law attorney can help expedite the process and ensure your success. The Law Offices of Brad M. Siefker assists individuals and businesses of all sizes with business formation and advice.