Estate Planning & Trusts

The estate planning attorneys at Schlecht, Shevlin & Shoenberger have substantial experience in providing the full breadth of estate planning and trust and probate administration services for clients in the Coachella Valley and throughout Riverside County. 

Estate Planning

Our attorneys carefully consider the needs and goals of our client in preparing every estate plan, and provide comprehensive, tax-sensitive estate planning documents individually tailored to each client.  As part of the estate planning process we prepare:

• Wills
• Revocable Living Trusts
• Durable Powers of Attorney
• Advance Health Care Directives
• Community Property Agreements
• Generation-Skipping Trusts
• Irrevocable Life Insurance Trusts
• Special Needs Trusts

We also provide a wealth of ancillary legal services attendant to estate planning and probate matters, including:

• An analysis of various probate avoidance techniques
• Ensuring property is properly titled and trusts are appropriately funded
• Coordination of beneficiary designations for life insurance, retirement benefit accounts, and other assets
• Providing a plan for the possibility of subsequent incapacity or disability

Tax Planning

Tax planning is an inherent part of the estate planning process, and we advise our clients on estate planning strategies to minimize income, gift, estate and generation-skipping transfer taxes.  Our attorneys advise clients regarding gifting strategies utilizing the annual gift tax exclusion and the use of irrevocable trusts.

Seek Experienced Legal Counsel

Estate planning matters require counsel with specialized knowledge.  Firm shareholder John C. Shevlin is a Certified Specialist in Estate Planning, Trust and Probate Law with decades of experience in trust and estate law.  For trusted advice and experienced estate planning representation from an established Coachella Valley law firm, contact Schlecht, Shevlin & Shoenberger, A Law Corporation.