Steven A. Simons, Attorney at Law
16933 Parthenia St., Suite 202, Northridge, CA 91343| TEL 818-368-9642, 818-788-LAW1 | FAX 818-975-5032

Estate Planning

The estate planning services at the Law Offices of Steven A. Simons will guide you through estate planning with experience, efficiency and a high level of professionalism. We can help you eliminate the uncertainties over the administration of a probate and maximize the value of your estate by reducing taxes and other expenses or designate guardians for minor children and beneficiaries in incapacity. Call us today for a free consultation.

Our estate planning services include preparing:

  • Revocable Living Trusts
  • Irrevocable Trusts
  • Durable Power of Attorneys
  • Advanced Health Care Directives
  • Wills / Pourover Wills
  • Transfer Deeds
  • Certifications
  • Property Assignments
  • Trust Amendments
  • Trust Restatements
  • Pet Trusts
  • Pet Protection Agreements
  • Probate of Wills and Intestate Succession

Basic Estate Planning

Are you considering preparing your first trust or amending an existing trust? Do you wonder whether your asset structure and family situation requires a more complex estate plan? At the Law Offices of Steven A. Simons, we ensure that your assets will be distributed according to your wishes at your death. The disposition of your estate based on your intent is our highest priority.

Probate Avoidance & Revocable Trust Estate Planning

Avoid probate by creating a revocable trust! A revocable trust is an estate planning vehicle that allows clients to transfer their assets to it while they are alive so such assets will be immediately available to their heirs upon their death and not be subject to the time and expense of probate. Establishing a revocable trust is especially important where clients own out of state real estate. In such cases, such property will first be subject to probate in the state where it is located (first probate time consuming process and legal fee) and subsequently be subject to probate in the state where the client lives when he or she passes away (second probate time consuming process and legal fee). The Law Offices of Steven A. Simons can help you establish and fund such a revocable trust for probate avoidance purposes.

Revocable trusts can also be amended throughout your life time. If your situation changes or new circumstances arise, you can always adapt your revocable trust to fit your new situation.

Sophisticated Estate Planning

The federal and state estate planning continues to change. In some cases, federal and/or state gift and/or estate taxes may be applicable. Estate tax minimization strategies include the use of separate revocable trusts containing estate tax provisions for married couples and irrevocable trusts. The Law Offices of Steven A. Simons can help you navigate through the ever changing landscape of estate planning to help you reduce any applicable federal and/or state gift and/or estate taxes.

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