OUR SERVICES

Pacific Coast Legacy Partners, LLP offers the following legal services:

  • Will-based estate plans, including incapacity planning via powers of attorney and a will to direct the disposition of estate at death

  • Trust-based estate plans, including incapacity planning via powers of attorney, directions as to the disposition of estate at death, and avoiding a probate administration

  • Advance health care directive, POLST, and end-of-life planning

  • Trust-based planning for minors and young persons

  • Community and separate property planning and considerations

  • Planning for blended families (children from prior relationships)

  • Planning to protect assets in a subsequent marriage following a death

  • Wealth transfer planning (avoiding or minimizing estate tax, income tax, and property tax reassessments)

  • Inheritance asset protection

  • Planning with tax-deferred retirement plans

  • Planning for individuals with special needs

  • Planning with life insurance

  • Business considerations including succession planning

  • Advanced wealth transfer trust planning (grantor retained annuity trust, intentionally defective grantor trust, qualified personal residence trust, etc.)

  • Charitable trust planning (charitable remainder trust,  charitable lead trust, etc.)

  • Incapacity administration

  • Estate settlement

  • Probate administration

  • PCLP Family Office™ (further described herein)

Experience PCLP Family Office ™ created to provide you with a sense of stability and peace of mind knowing that we are tracking the details of your estate as estate and tax laws change, and as your personal, health, and family circumstances change. We pivot with you in real-time.

  • Periodic planned estate reviews and scheduled maintenance to keep your estate plan up to date

  • Ongoing assistance with adding assets to your living trust and designating beneficiaries of financial accounts, annuities, and life insurance

  • You are never on-the-clock when you need to consult with our attorneys and other members of the legal team

 

We are also pleased to provide you with GraceNotes™ for those who wish to articulate their wisdom for the next generation.

At an incapacity or death, we provide the following legal services:

  • Incapacity powers of attorney and trust-based administration

  • Post-death estate settlement

  • Probate administration