Estate Planning Services
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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...
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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...
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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.
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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.
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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...
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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.
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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...
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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...
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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...
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Asset Protection
Asset protection techniques seek to protect an individual or his or her assets from creditors or lawsuits. Learn more...
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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...
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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...
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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...
Experienced Estate Planning Attorneys
Citadel 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.
Citadel Law Corporation prides itself in being a law firm dedicated solely to estate planning, and has the knowledge, experience, and resources to provide clients with the entire spectrum of estate planning services, including comprehensive estate planning packages, advanced living trusts, estate and gift tax planning, trust administration, trust disputes and litigation, probate administration, charitable foundations, and more.
Proper estate planning should accomplish three goals:
The client should be able to Protect, Manage, and Enjoy Their Assets during their lifetime, while minimizing exposure to unnecessary taxes and liability;
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
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.
News/Annoucements
| 06/30/2008 | Announcement: Memory Stick Now Available For Each Living Trust |
| 06/09/2009 | Family & Friends Special Discount for a Living Trust! |