Estate Planning Attorney Information

Here in southern California, most estate plans include some real property. As an Estate Planning attorney, you are evaluating your client’s overall situation There is a need to eliminate uncertainties over the administration and valuation of the assets and maximize its value by reducing taxes and other expenses. My team and I can help.

It is becoming increasingly common for clients to view real estate as a component of estate planning.   Many clients own multiple properties and view the purchase and sale of real estate as an investment strategy. Many use real estate as an important part of building wealth and passing it to heirs. Many parents want to help their adult children by buying homes for them.

I have provided the following resources to assist estate panning attorneys in the valuation of real estate for their clients or in working with the beneficiaries of an estate.