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Estate Planning

California Estate Planning Lawyers Aim to Deliver Peace of Mind

Resourceful Palm Springs attorneys provide comprehensive estate plans

At Schlecht, Shevlin & Shoenberger, our experienced estate planning attorneys know how important it is to protect your family and your legacy. Our Palm Springs, California firm is led by a bar-certified specialist in estate planning, trust and probate law. Our attorneys have more than 170 years of combined legal experience, equipping them with the necessary insight and skill to provide customized estate plans for individuals throughout Palm Springs and Riverside County.

Experienced in using full arsenal of estate planning tool

A comprehensive estate plan determines how your property will be managed and distributed during your lifetime as well as after you pass away. It includes attending to your living and healthcare needs in your later years and appointing trusted representatives to make decisions for you should you become incapacitated. Our attorneys are knowledgeable in devising a plan that meets your desired outcomes, using such means as:

  • Wills and Trusts — We have decades of experience drafting comprehensive wills and trusts, which are fundamental to ensuring that assets reach their intended beneficiaries while avoiding unnecessary probate and minimizing estate and gift tax obligations. These include living trusts, gift trusts, generation-skipping trusts, and all other forms of advanced trusts recognized under California law.
  • Living wills and powers of attorney —These are types of advance directives, legal instruments that allow you to direct how your financial and end-of-life decisions will be made if you become unable to make them. Living wills address what life-sustaining care should be provided or withheld in extreme situations. Durable powers of attorney allow you to determine who will manage your financial affairs should you be unable to do so in old age or following a catastrophic injury.
  • Guardianships and conservatorships — Like advance directives, guardianship and conservatorship nominations provide for contingencies that must be addressed if you die or become incapacitated. Guardians are charged with care of minor children and conservators are appointed to care for elderly or disabled family members.

At Schlecht, Shevlin & Shoenberger, we pride ourselves on providing insightful, compassionate, and cost-effective representation for a wide array of estate planning matters, including orchestration of strategies to avoid or to minimize the impact of federal estate and gift tax.

Assisting in estate and trust administration

Our attorneys advise clients serving as estate executors or trust administrators on how to comply with all aspects of their responsibilities, which include management and distribution of assets and preparation of accountings and tax returns. We assist in:

  • Probate — Our attorneys represent clients in all aspects of probate, the legal process by which wills are proved and estates are distributed. Even in seemingly straightforward probate and estate administration matters, disputes among beneficiaries and the executor can arise.
  • Trust administration – We also regularly represent clients in trust administration matters, counseling trustees regarding their fiduciary duties.

We support executors and trustees at every step of performance of their legal duties and help them avoid missteps attributable to inexperience, stress and haste.

Contact an experienced Palm Springs lawyer for help with your estate plan

The compassionate lawyers at Schlecht, Shevlin & Shoenberger in Palm Springs, California can draft legal documents to help you protect your family and legacy. We apply our knowledge and experience to help you confidently put your estate plan in place. Schedule an initial consultation by calling us at 760-320-7161 or contact us online.

COVID-19 Notice

We are open! Our attorneys and staff remain prepared to help our clients through these extraordinary times. Please don’t hesitate to contact us if we can be of assistance. Please email your attorney or contact us at 760-320-7161 for further information.

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