At Alexeev & McDaniel LLP, we help clients establish and carry out plans in the event of incapacity, disability or death. Our plans are individually tailored to each client’s situation, directing where the client’s assets will go and how the assets will be managed. Over the years, we have gained experience and knowledge to help clients who also own assets outside of California and outside of the United States. Our estate planning attorney has vast experience on the international front and can work closely with clients and their advisors to navigate this complex territory.

Why you should have an estate plan in place:

A well prepared estate plan will dictate how your affairs are to be managed in the event you become disabled, incapacitated or pass away. Many people assume that if they are married, upon their death, all of their assets will go to their surviving spouse. That may or may not be true depending on a number of factors. Often people are shocked to learn how their assets will really pass upon their death if they do not have anything in writing. If you die without a will or trust in place, the State statutes will dictate how your estate will be distributed. Do you want the government making this decision for you or would you rather decide where the assets you worked hard for your entire life will go upon your death?

An estate plan also lets you decide up front who you want making decisions on your behalf in the event you become disabled or incapacitated and are unable to handle matters and make decisions for yourself.

Our estate planning attorney specifically focuses on the following areas in estate planning:

• Wills and Pour Over Wills
• Revocable and Irrevocable Trusts
• Irrevocable Life Insurance Trusts
• Charitable Trusts
• Beneficiary Trusts
• Powers of Attorney for Health Care Decisions
• HIPAAs
• Living Wills
• Powers of Attorney for Asset Management
• Assignments of Business Interests
• Business Succession Planning
• Deeds Transferring Real Property into Trust
• Assignments of Personal Property
• Nominations of Guardians for Minor Children
• Cross-Border Assets and Estate Issues
• Non-U.S. Citizen Planning
• Taxation Issues for Taxable Estates
• Taxation Issues for Non-U.S. Citizens and Non-Resident Aliens
• Small Estate Affidavits
• Trust Administration
• Document Reviews
• Family Planning Meetings
• Advice and Counsel