Megan-Smith-Estate-Law-Expertise.jpg

areas

of

expertise

Probate Avoidance and Legacy Protection, including:

  • Revocable Living Trusts

  • Marital and QTIP Trusts for Blended Families

  • Charitable Trusts

  • Standalone Retirement (IRA) Trusts

Planning for Minors and Special Needs Family Members

  • Estate Plans for Co-Parents

  • Special Needs Trusts

  • Medicaid/SSI Eligibility Trusts

  • Planning for Young Adult Children

  • Guardianship Designations

Incapacity and Unavailability Planning

  • Financial and Medical Powers of Attorney

  • Health Care Choice through Directives and Living Wills

  • HIPAA Authority Delegation

Asset Protection and Management

  • Estate and Gift Tax Burden Minimization

  • Family Partnerships and LLCs

  • Charitable Giving Planning

Estate Administration and Probate

  • California Probate Administration

  • Trust Administration

  • Representation of Trustees and Executors

 

Together, we can build a legacy.