Estate Planning Attorney in Mather, California

What types of estate planning services does the firm provide?

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00:04
our firm provides
00:06
a wide range of estate planning services
00:09
including
00:10
drafting revocable living trusts probate
00:13
trust administration guardianship
00:16
conservatorship
00:17
as well as assisting high net value
00:20
clients in their succession planning
00:21
goals
00:22
naturally the backbone of an individual
00:24
or family estate plan
00:26
is the revocable living trust a number
00:29
of our clients
00:30
require advanced estate planning tools
00:32
these can include
00:34
family limited partnerships grantor
00:36
retained annuity or unity trusts
00:39
charitable remainder charitable lead
00:41
trusts
00:42
all these tools are working together to
00:45
help the client with not only estate tax
00:48
but income tax issues as well

Sacramento, CA lawyer Simon A. LeBleu talks about the types of estate planning services his firm provides. He explains that his firm provides a comprehensive range of estate planning services, including the drafting of revocable living trusts, probate, trust administration, guardianship, and conservatorship. The firm also assists high-net-worth clients in achieving their succession planning goals. He explains that the backbone of any individual or family estate plan is the revocable living trust. Many of his clients also require advanced estate planning tools such as family limited partnerships, grantor retained annuity trusts, charitable remainder trusts, and charitable lead trusts. These tools work together to help clients effectively address both estate tax and income tax considerations.

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