Estate Planning

Estate planning is really about control,  peace of mind and savings.  Control over how, when and to whom your assets are distributed, and maximizing the assets you leave for your loved ones.  Whether you need a complex estate plan, an advanced medical directive or a single-person probate avoidance trust, the experienced estate planning attorneys at Max Alavi APC will prepare and implement a comprehensive estate plan, specifically tailored to your circumstances at the most competitive rates.
Call us at 949.706.1919 to speak with an attorney today!

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Satisfied Client Stories

5/5

"MAX ALAVI MADE THE PROCESS OF CREATING A FAMILY TRUST VERY EASY. HE WAS ORGANIZED AND WAS ABLE TO ANSWER ANY QUESTIONS I HAD QUICKLY. HE TREATED ME WITH RESPECT AND ASKED THOUGHTFUL QUESTIONS ABOUT WHAT I WANTED. IF YOU NEED A FAMILY TRUST I RECOMMEND MAX ALAVI HIGHLY WITHOUT ANY RESERVATIONS."

DAVID W.

"VERY PROFESSIONAL SERVICE. MAX WAS WONDERFUL! HE ANSWERED ALL OF OUR RIDICULOUS QUESTIONS AS MY HUSBAND AND I HADN'T EVER THOUGHT OF HAVING A TRUST AND HAD NO IDEA WHAT WE WERE DOING. IT WAS A VERY SIMPLE PROCESS, AND HIS OFFICE WORKED WITH US TO SCHEDULE APPOINTMENTS WITH OUR CRAZY SCHEDULE. WITH OUR GROWING FAMILY IT'S GREAT TO KNOW THAT OUR CHILDREN WILL BE PROTECTED IF SOMETHING HAPPENED TO ME AND MY HUSBAND, AND WE CAN THANK MAX FOR THAT FEELING OF PROTECTION!"​

ERIN B.

I FOUND MAX TO BE PATIENT AND RESPONSIVE TO OUR REQUESTS. IT TOOK A WHILE TO GET EVERYTHING IN ORDER SINCE WE LIVE OF-OF-STATE AND COULD NOT SIGN EVERYTHING IN LESS TIME. I WILL RECOMMEND MR. ALAVI TO MY CO-WORKERS WHEN THE SUBJECT OF LIVING TRUSTS COME UP.

VICENTE

MAX CAME TO MY WORK TO GIVE A PRESENTATION ON HIS SERVICES. HE WAS VERY PROFESSIONAL AND TOOK AS LONG AS WE NEEDED TO ANSWER ANY QUESTIONS WE HAD ABOUT HIS SERVICES. HE PUT THINGS IN A VERY EASY TO UNDERSTAND LANGUAGE AND MADE SURE HE DID NOT TALK ABOVE HIS AUDIENCE. I HIRED MR. ALAVI TO EXECUTE A LIVING TRUST FOR MY WIFE AND I. THROUGHOUT THE ENTIRE PROCESS HE WAS VERY PATIENT AND MADE SURE WE UNDERSTOOD EVERYTHING WE WERE INCORPORATING INTO THE TRUST. DEALING WITH MAX WAS A BREEZE AND I WOULD RECOMMEND HIM TO ALL MY FRIENDS AND COWORKERS.

MARCEL
Estate PlanningThe following are some possible elements of an estate plan:
  • Living Trusts: A properly designed living trust allows you to manage the trust assets during your lifetime, have a plan in the event of incapacity, and arrange for your assets to be distributed to whom and at the time you choose.
  • Durable Power of attorney: You can designate an agent to handle personal, financial and business affairs in the event of incapacity.
  • Advanced Health Care Directives (also known as a health care proxy): You can designate an agent to make medical decisions in the event of incapacity or specify the type of medical care that you do or do not wish to receive if you are unable to communicate your wishes.
  • Providing for Children: Designating an individual as guardian for your children requires executing a will.  By executing a living trust at the same time, you can still avoid probate.
  • High Net-Worth Estate Tax Planning: The Tax Cuts and Jobs Act doubled the gift, estate, and generation-skipping transfer tax exemptions. Is your estate plan structured to allow you to take advantage?
Estate Planning Do you want to control your assets while you are alive and well?  Do you want to have a plan for you and your loved ones in place if you were to become incapacitated or disabled? Do you want your your assets to pass to the right people, in the right way, at the right time with the minimum expense and red tape?  If you answered yes to the above, then you need an estate plan. Our expert estate attorneys routinely litigate disputes arising out of faulty, hastily crafted, or “cookie cutter” estate plans.  They are uniquely qualified to spot potential issues and plan around them as they implement an estate plan tailored to your needs.  After careful planning and consultation, our experienced estate litigation attorneys will present you with all of your options, design and implement your estate plan giving you confidence, security and a complete understanding of the process, at the most competitive rates. But even the most comprehensive estate plan will require maintenance over time. As families change with births, adoptions, marriages and divorce, and as laws change, even the most well-designed estate plan can become obsolete.  So after devising and implementing your estate plan, we can continue to provide support, maintenance, and ultimately administration of your estate along with support for your trustees and beneficiaries. Possible Goals of your estate plan:
  • Avoiding Probate: Although a will is one way to plan for the distribution of assets, it must go through Probate; a court-supervised process that is lengthy, costly and public.  By utilizing a trust you can plan for the distribution of assets, while maintaining your privacy and avoiding probate.
  • Providing for Children: Executing a will is still the best way to designate another individual as guardian for your children.  But if you prepare and fund a living trust at the same time, you can still avoid having your assets and distributions become a matter of public record in Probate court.
  • Planning for Incapacity: If you are temporarily or permanently incapacitated, it is essential to designate someone you trust to manage your affairs or make health care decisions on your behalf.  A durable power of attorney or Advanced Health care directive can give you the peace of mind you deserve.
  • High Net-Worth Estate Tax Planning: The Tax Cuts and Jobs Act doubled the gift, estate, and generation-skipping transfer tax exemptions. Is your estate plan structured to allow you to take advantage?
Some possible elements of your estate plan:
  • Living Trusts: A properly designed and funded Living Trust is one of the most powerful estate planning tools.  A living trust allows you to manage the trust assets during your lifetime, have a plan in place in the event of incapacity, and arrange for your assets to be distributed to whom and at the time you choose.
  • Durable Power of attorney: designate an agent to handle personal, financial and business affairs in the event of incapacity.
  • Advanced Health Care Directives (also known as a health care proxy): designate an agent to make medical decisions in the event of incapacity or specify the type of medical care that you do or do not wish to receive in the event that you are unable to communicate your wishes.
Do I Need a Living Trust? If you own real-estate or have children, you should strongly consider a living trust as a part of your estate plan.  In California, estates valued at $150,000 or more, generally have go through the delay, hassle and expense of the court supervised Probate process.  A living trust has the following benefits:
  • Control over your assets: With a Living Trust, you can manage trust assets during your lifetime, and have a plan for distribution of your estate after you pass away in the manner of your choosing.
  • Avoid Probate:  On average, Probate can take anywhere from 8 months to two years.  By placing your assets in a revocable living trust, you no longer “personally own” those assets, but rather control these assets for your own benefit while you are alive.  When you pass-away, control of the assets instantly passes to the successor trustee for the benefit of the trust beneficiaries, avoiding the need for those assets to go to Probate.  This saves time, and money for your beneficiaries.
  • Plan for incapacity: By designating an individual as a successor trustee in the event that you are incapacitated, you can decide who manages your affairs when you are unable.
  • Maintain Privacy: When a will is probated, the terms, assets and beneficiaries will become a matter of public record.  A properly designed and funded living trust does not enter the court system meaning the contents can remain private.
High Net-Worth Tax Planning: Married couples can utilize revocable living trusts in order to take advantage of each spouse’s federal estate tax exemption, and maximize each spouses’ use of generation skipping tax exemptions.

LOCATIONS

2424 SE Bristol St., Ste 300
Newport Beach, CA 92660
Phone: 949.706.1919

206 W. 4th St., 3rd Floor
Santa Ana, CA 92701
Phone: 949.706.1919

23046 Avenida de la Carlota., Ste. 600
Laguna Hills, CA 92653
Phone: 949-706-1919

3711 Long Beach Blvd., Ste. 810
Long Beach, CA 90807
Phone: 562.473.4415