Family Trust-Based Estate Plan for Couples & Separate Supplemental Needs

As a parent of two adult disabled children and a long-time Mammoth Lakes property owner (since 1972), I am passionate about helping others safeguard their assets for future generations and specialized needs.

Plan Suitability: For estates over $15 million, additional tax planning and advanced strategies are recommended, and this package may not fully meet your needs.

Trust Family Trust-Based Estate

• Comprehensive Trust Document: A detailed trust document tailored to your family's needs.
• Trust Summary: A simplified overview of trust terms and beneficiaries.
• Certificate of Trust: Documentation of trust existence for third-party verifications.
• Pour-Over Wills (one per spouse): Ensures any assets outside the trust transfer upon passing.
• Community Property Agreement: Establishes ownership structure for property.
• Financial Powers of Attorney (one per spouse): Designates authority for financial decisions
• Advanced Health Care Directives (one per spouse): Outlines healthcare preferences.
• HIPAA Releases (one per spouse): Authorizes release of medical information to designated individuals.
• Tangible Personal Property Gifting Instructions: Allows specific personal items to be allocated to beneficiaries.
• Trust Identification Cards: Convenient cards identifying the trust for quick reference. Asset Transfer Provisions:
• Real Property Transfers: Includes the transfer of up to two California properties into your trust (additional or out-of-state properties incur a fee).
• Business Interests: Supports transfer of up to one S-Corporation into the trust (subject to bylaws; additional corporate transfers incur a fee). Supplemental (Special) Needs Trust Purpose: Protect assets and ensure continuity of benefits for individuals with disabilities.
• Comprehensive 3rd Party Supplemental Needs Trust: Preserves eligibility for public benefits & establishes a financial plan framework
• Certificate of Trust: Third-party documentation of the trust's existence

• Trustee and Gifting Letters: Instructions for trustees and instructions for other for asset gifting. Guidance and Proficiency Our proficiency in estate planning ensures your peace of mind with:
• Three-Step Process: Initial consultation and draft review with the attorney, and a final signing meeting with notarization included.
• Consultative Support: Advice and guidance at every stage. Service Limitations
• In-Person Meetings: Available in Mammoth Lakes and Temecula area. Zoom meetings and remote notary options are available for other locations