ORANGE COUNTY ESTATE PLANNING, TRUSTS AND PROBATE LAW

The Law Office of Ronald E. Levine provides a broad range of services for individuals in Orange County, California who are looking for:

Estate Planning
Trusts
Probate Law

Call attorney Ronald E. Levine for all
Estate Planning, Trusts and Probate problems.

Estate Planning is a process of organizing your assets, defining your goals and objectives and creating the necessary documents to implement your plan effectively. Mr. Levine works with each client to tailor an estate plan that will meet the needs of that particular individual’s situation.

Virtually everyone should have a basic estate plan. In addition, higher net worth individuals should plan for the estate and gift tax, and for complex assets and businesses.

After death, Mr. Levine provides compassionate and highly professional services to heirs, executors and trustees to minimize the costs and burdens of probate, trust administration, tax compliance and other post-mortem matters.

Mr. Levine's services include the following:

Revocable trusts (living trusts or inter vivos trusts)

Wills

Power of Attorney

Advance Healthcare Directive

Estate Tax and Gift Tax Planning and Compliance

Trust and Estate Disputes and Litigation

Probate Administration and Disputes

Trust Administration

Charitable Planning, including Charitable Remainder Trusts

Family Limited Partnerships and Limited Liability Companies

Life Insurance Planning, including Life Insurance Trusts

Estate Planning for Pensions and IRAs

Gifting Programs ($12,000 per year)

Succession Planning for Family Businesses

Estate freeze techniques, including GRATs, IDITs and QPRTs

Representation of individuals before the IRS and the Tax Court.

Conservatorships

Guardianships