Estate Planning

A thorough and complete estate plan must take into account a significant amount of information about your assets, your family, your property, and your wishes during and after your life.

When you make your first appointment with an estate planning attorney at the Ybarra Legal Group, we will review your goals you wish to achieve with your estate plan.

A well-considered estate plan can:

  • Provide for Incapacity
  • Avoid Probate
  • Provide for your minor children
  • Eliminate or Reduce Potential Estate Taxes
  • Provide Asset Protection
  • Provide Charitable Bequests
  • Business Succession Planning
  • Provide for Non-Traditional Families

We can assist you in drafting and finalizing Estate Planning Instruments, such as:

  • Last Will and Testament
  • Living Trust
  • Asset Protection Trust
  • Special Needs Trust
  • Medicaid Trust
  • Probate
  • Wills
  • Durable Power of Attorney for Management of Property and Personal Affairs
  • Advance Health Care Directives
  • Retirement and Pension Plans: Beneficiary Designations
  • Gun Trust
  • Pet Trust
  • “Funding” the Trust with Real Estate Deed Transfers

Our firm regularly assists families with sophisticated Advanced Estate Planning techniques, including:

  • Family Limited Partnerships
  • Qualified Personal Residence Trusts
  • Irrevocable Life Insurance Trust
  • Charitable Split-Interest Gifts (CRT/CLT)
  • Non-Charitable Split Interest Gifts (QPRT/GRAT/GRUT)
  • Dynasty Trust
  • Self-Canceling Installment Note (SCIN)
  • Intentionally-Defective Grantor Trust (IDGT)
  • Private Annuity

The estate planning attorneys at the Ybarra Legal Group have the expertise and experience to assist in creating and carrying out the most suitable plan.  

Whether you are contemplating your estate plan or would like to make amendments to your existing estate planning instruments, contact the estate planning attorneys at the Ybarra Legal Group for assistance.