Trusts & Estates

Trusts & Estates

Estate Planning, Trust, Probate, Administration, Litigation

The Glaser Weil Trusts and Estates Department is a full service, Los Angeles based group of attorneys able to handle all aspects of estate and gift planning, succession planning, post death administration for individual and corporate trustees and personal representatives, and all aspects of trust and probate litigation.  We work in a team approach and are able to pull resource from all departments of our firm to address every issue that can come up during life and after death.

Estate Planning

Our planning services range from basic estate planning, such as creating trusts, wills, powers of attorney and advance health care directives, to more complex planning that often includes the creation of family limited partnerships, limited liability companies, charitable remainder trusts and other irrevocable trusts for tax planning, succession planning, and other estate planning objectives.  Our estate planning attorneys take a proactive approach in counseling a diverse number of high net-worth individuals and families to counsel to assist them in planning, transferring and preserving wealth for future generations.  Providing balanced, yet creative and highly personalized service, our estate planning lawyers help clients handle a wide range of sophisticated planning issues in a tax-efficient, cost-effective fashion.  Glaser Weil attorneys are not only knowledgeable and skilled, but also sensitive to the many issues that have the potential to complicate family matters.  Our attorneys pride themselves on making the often emotionally charged estate planning process understandable and accessible.

Our attorneys are also committed to counseling clients on how to best adapt to a rapidly changing tax and economic climate.  With this in mind, our substantial experience includes California probate/trust law and its ramifications for tax issues, as well as the administration of estate plans. 

Trust Administration/Probate

The administration component of our practice includes all aspects of probate settlement and trust administration.  Our experience and expertise allows us to handle administrations "in house," including preparation of accountings and preparation and/or review of estate tax returns.  The experience of our attorneys in this area distinguishes us from other practitioners and makes our Trust Administration Attorneys uniquely qualified to assist all of our clients' needs.  Because of our impressive track record, banks, trust companies and other fiduciaries often rely on our advice in connection with the administration of highly complex issues.

Trust and Probate Litigation

Utilizing the attorneys of our department and depth of highly seasoned litigators and trial attorneys throughout our firm, our Trusts & Estates department is able to handle any size litigation with any number of complexities.  Our attorneys have successfully conducted trust litigation and probate related trials in the probate courts throughout Southern California, including Los Angeles County, Ventura County, Orange County, Santa Barbara County, Riverside County, and San Bernardino County.  We have an excellent record in handling trust and probate matters involving beneficiary disputes, contested inheritance rights, disputed creditor claims, breaches of fiduciary duty, estate or trust property with environmental issues, will and trust contests, capacity issues, claims of undue influence, financial elder abuse, contested powers of attorney, contested accountings, fraudulent transfers, partition actions and many other areas.  We are known for being tough, fair, efficient but caring.  This has earned us the respect of clients, colleagues, opposing counsel and, most importantly, the judges before whom we appear.  In addition, our attorneys have excelled in many difficult cases where others have failed.

High net-worth individuals, families, beneficiaries and fiduciaries need sound assistance in protecting, strengthening and transferring wealth and assets from one generation to the next and protecting interests under trust or other probate instruments following death.  This is why more and more high-net worth families and respected fiduciaries rely on Glaser Weil’s Trusts and Estates lawyers to provide them with individualized guidance tailored for their unique situation. 

Because the selection of a trust and estates lawyer, for planning, litigation, administration or other needs, is one that requires confidence in the chosen professional, we encourage you to give us a call to discuss your needs.  In the alternative, you may fill out our request for information form to learn if we can be assistance to you and the unique aspects of your planning, administration or other estate related needs.

California Guide to Basic Estate Planning 2014 (for informational purposes only)