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Estate Planning Services

  • Advanced Estate Planning

    Advanced estate planning can eliminate or reduce estate taxes and can achieve multiple specific planning objectives above and beyond that of a simple living trust.

  • Asset Protection

    Asset protection techniques seek to protect an individual or his or her assets from creditors or lawsuits. Other types of asset protection can also protect individuals from lawsuits.

  • Business Succession Planning

    Business succession planning insures that one’s business will be managed or passed on in accordance with one’s wishes, to the desired persons, at the right time. Learn more...

  • Charitable Remainder Trust (CRT)

    A CRT is an irrevocable trust into which a person contributes property, derives a lifetime income, with the remainder passing to a charity upon death. Learn more...

  • Corporation

    A corporation is legal entity which generally limits the personal liability of the owners and is subject to double taxation. Learn more...

  • Durable Power of Attorney

    A durable power of attorney allows a specifically designated person to act on behalf of the principal, even if the principal is mentally or physically incapacitated. Learn more...

  • Estate & Gift Tax

    Estate and Gift Taxes are federal IRS imposed by the IRS on the transfer of significant amounts of wealth, in some cases, even to one’s citizen spouse. Learn more...

  • Irrevocable Life Insurance Trust

    An Irrevocable Life Insurance Trust is designed to protect life insurance proceeds from creditors and estate taxes, and is controlled by an independent trustee. Learn more...

  • Limited Liability Company

    A limited liability company is a legal entity with liability protection similar to a corporation, but with fewer corporate formalities. Learn more...

  • Living Wills

    A living will documents a patient’s desire not to have their life artificially prolonged if physicians believe the patient is either legally dead or terminally ill. Learn more...

  • Private Foundation

    A private foundation is a charitable organization, often controlled by an individual or a family, to achieve a charitable purpose and a number of tax advantages. Learn more...

  • Probate & Trust Litigation

    The state probate court has jurisdiction to resolve any such disputes involving a will that is being probated, or involving a dispute, claim, mistake, or ambiguity of a will or a trust.

  • Revocable Living Trust

    A living trust is a form of ongoing title that passes assets on to one’s loved ones upon death without probate, sometimes with express conditions and requirements. Learn more...

  • Tax Planning

    Proper tax planning seeks to reduce unnecessary taxes to the maximum extent possible. To this end, a number of estate planning techniques may be employed. Learn more...

  • Trust Administration

    After the death of the creator of a living trust, the trust assets are administered for the benefit of the named beneficiaries in the manner specified by the trust.

Experienced Estate Planning Attorneys

Daniel HalesCitadel Law Corporation is one of the leading advanced estate planning law firms in Southern California, serving clients in Orange County, Los Angeles County, and surrounding areas, with offices in Irvine and Beverly Hills. Citadel's estate planning attorneys specialize in Revocable Living Trusts, Private Foundations, Probate and Trust Litigation, Trust Administration, Estate and Gift Tax Planning, Durable Powers of Attorney, Corporations and Limited Liability Companies, and in advanced estate planning techniques, such as Asset Protection, Irrevocable Life Insurance Trusts, Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts, and Charitable Remainder Trusts.

For over twenty years, Citadel Law Corporation has provided a complete range of essential and advanced estate planning services. Citadel Law Corporation has created thousands of advanced estate plans for some of the most sophisticated and prominent individuals, families and business in California.

Estate PlanningProper estate planning should accomplish three goals:

  1. The client should be able to protect, manage, and enjoy their assets during their lifetime, while minimizing exposure to unnecessary taxes and liability;

  2. The client should have a plan to manage their health, and financial decisions should they find themselves in a situation where they are unable to do so; and

  3. The client should be able to ultimately distribute their property to chosen heirs and beneficiaries in the manner they so wish.

Citadel Law Corporation works with individuals, families, and business owners to provide comprehensive, and advanced estate planning products and services that focus on accomplishing these three goals.

Articles/Announcements

01/20/2011 ArticleYear End Tax Planning Checklist
01/14/2011 ArticleTransferring Wealth Via the Bank of Mom & Dad
12/2010 U.S. Congress passes Tax Relief Act.
12/20/2010 ArticleEstate Tax Faces Its Own Life-and-Death Struggle
10/07/2010 CCEP Seminar – Successful Marketing of Your Estate Planning Services
06/30/2010 Announcement: Memory Stick Now Available For Each Living Trust

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