Estate Planning. Our firm will assist you through the entire estate planning process in a thoughtful and compassionate manner. We understand the importance of this process to both you and your family. The scope of our services includes all aspects of estate planning, including revocable living trusts, wills, powers of attorney, and California Advance Health Care Directives.

Probate and Estate Administration. Attorney Bradley S. Erdosi is experienced in guiding clients through both simple and complex probate and estate administrations. We will make it as easy as possible on you and guide you step-by-step throughout the process to ensure that it is done correctly and efficiently.


Estate Planning Attorney
Bradley S. Erdosi

5030 Campus Drive

Newport Beach, CA 92660

949-261-5777

 

 

Revocable Living Trust

 

A revocable living trust is the foundation of a solid estate plan. A trust is simply a legal agreement between the creator of the trust (often referred to as the trustor or settlor) and a person or entity responsible for managing the assets of the trust (referred to as a "trustee"). Most often, the person creating the revocable living trust acts as initial trustee. A properly funded living trust ensures probate will be avoided upon the death of the trustor. Additionally, a properly drafted trust should have provisions for the trustors care and management of his/her assets in the event the trustor becomes incapacitated or otherwise unable or unwilling to care for himself/herself and manage any financial matters. In some circumstances, a living trust can also help to minimize or avoid any estate taxes due.

 

Please contact an estate planning lawyer in our Orange County office for more detailed information or a free individualized consultation.