Join expert attorney Jim Cunningham and Financial Planners from Ascent wealth management in understanding the political landscape helps optimize financial strategies for both stability and growth!
Trust, Tax, & Real Estate
You need more than a Will. You need a Living Trust and a smart Estate Plan. Our attorneys create a highly customized plan for your family’s unique needs—protecting assets now and across the generations.
Carrying out the wishes and asset allocation within a Living Trust upon death is complex and emotional. Our knowledgeable and caring California Trust Administration attorneys can guide you or handle the full process.
We offer a savvy tax planning service for high net worth families, designed to preserve wealth now and for generations to come—including specialty Trusts, LLCs, PRPs, FLPs, and other sophisticated tools.
Our expert California business attorneys help with company formation, structures, sales, mergers, acquisitions, contracts, real estate transactions, corporate compliance, intellectual property, tax issues, & much more.
Our team of California Trust, Tax Planning, and Real Estate attorneys take a highly personal approach to our work. We devote time and effort to fully understanding your assets, your personal goals, and the concerns you have for passing assets on to your loved ones; then we design a customized plan just for you. In our extensive practice we also provide trust administration, probate representation, tax planning, real estate matters, asset protection strategies, and much more.
If you are in need of estate planning services, you may be searching for a “living trust lawyer near me.” CunninghamLegal maintains Estate Planning offices throughout California, with superb estate planning attorneys located in Northern California: Auburn, Folsom, Oakland Hills, Roseville, Sacramento, San Francisco, San Rafael, Santa Rosa, Walnut Creek; Southern California: Huntington Beach, Pasadena, Westlake Village, and Woodland Hills. We also offer living trust attorneys in Los Angeles who can handle all of your estate planning needs. In addition, our legal services are available over phone and videoconference so even if you don’t live near these cities, CunninghamLegal can still assist you.
Please contact us to learn more about how we can protect you and your loved ones.
CunninghamLegal invites you to attend our free, live legal webinars, where we present vital topics in Estate Planning, Finance, Tax Planning, Long-Term Care, Trust Administration, and more. Always, you can ask your own questions and get quick answers from our attorneys and prestigious guest speakers. We also create a wide variety of short informational videos. Please consider subscribing for updates.
CunninghamLegal invites you to attend our free, live legal webinars, where we present vital topics in Estate Planning, Finance, Tax Planning, Long-Term Care, Trust Administration, and more. Always, you can ask your own questions and get quick answers from our attorneys and prestigious guest speakers. We also create a wide variety of short informational videos. Please consider subscribing for updates.
Join expert attorney Jim Cunningham and Financial Planners from Ascent wealth management in understanding the political landscape helps optimize financial strategies for both stability and growth!
Ever wondered what happens to your pet after you’re gone? We’ll explore the ins and outs of setting up a Pet Trust, a legal instrument designed to ensure your pet’s well-being when you can no longer provide care…
How has California Prop 13 (2020) impacted your property taxes? Prop 13 California and Proposition 19 affect property tax reassessments, property transfers, and inheritance…
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You Need a California Estate Planning Specialist Firm with Longevity to Protect Your Legacy for Your Loved Ones
How should you go about choosing the best estate lawyer for a Living Trust?
For starters, you need a trust attorney in California with specific expertise in California estate planning law. Lots of lawyers do estate plans on the side, and any lawyer can list themselves as “Estate Attorney, California.” But in this rapidly-changing field, part-time just doesn’t work. The laws and tax strategies evolve too quickly, and mistakes can be catastrophic, decades down the line.
For example, the stunning changes brought by California Prop 19 made it far too easy to lose your family home tax caps under Prop 13. In your estate plans, you can accidentally undercut the SSI benefits of a loved one, or fail to properly leverage retirement accounts in your Estate Plan. An experienced family trust lawyer can help you avoid catastrophe.
Here at CunninghamLegal, the Living Trust Lawyers, we do nothing but living trust and estate work. We don’t just craft plans for our clients; we keep our knowledge and their documents relentlessly up-to-date.
Estate Planning is not a one-off event. It’s a long-term proposition and a long-term relationship dealing with long-term matters. You need your trust reviewed on a regular basis as your family, your assets, and your needs change. When you need to include new beneficiaries in your estate plan or remove a current beneficiary, we are here to help. When an archival copy of your Living Trust-centered Estate Plan must be found years from now, your family needs a firm that still exists and continues that responsibility. Otherwise, disputes can arise and, in select cases, a long litigation process can follow.
It’s extremely common for the best-intentioned people to create enormous tax headaches for their heirs.
Importantly, your attorney should not go it alone. When making required decisions on trusts, attorneys need feedback and review from expert colleagues, and they need efficient staff support. Solo attorneys and many small firms just can’t provide those resources or the long-term stability—and sometimes create chaos when they retire or shut their doors.
It’s extremely common for the best-intentioned people to create enormous tax headaches for their heirs. This is especially true for wealthy heirs, who have to engage in a careful balancing act with the IRS.
We find it shocking that many estate attorneys cannot explain how to plan things like complex IRA inheritances, or know how to move certain trusts out of high-tax California to places with zero state income taxes.
California’s arcane tax system creates special complexities and challenges, including not just California Proposition 13, but follow-up California Propositions 8, 58, 60, 90, 193, 218, and 19—all of which impacted how you can pass on property tax caps.
We find it shocking that many estate attorneys cannot explain how to plan things like complex IRA inheritances.
You deserve an estate lawyer with a deep understanding of these complex tax strategies, contemporary financial vehicles, and your options around everything from Roth IRAs to life insurance. The difference can double or triple the portion of your legacy your loved ones actually get to keep—and you will not find the right knowledge simply by searching “Estate Attorney near me.”
At CunninghamLegal, we pride ourselves on our tax expertise, and we retain staff attorneys with specialized degrees in tax law to consult on difficult issues. Importantly, we always make a point of working closely with your CPA and Financial Advisor.
If you have a special needs child or grandchild, a disabled dependent, an angry ex-spouse, a blended family, an estranged family—or any of the countless unique life challenges we are familiar with—you definitely need more than a “regular” attorney.
You need a savvy trust lawyer who can make sure a special needs or disabled dependent gets properly timed disbursements and holds on to their public benefits. You need an estate attorney who can help plan for an irresponsible, even drug-addicted heir. An estate attorney who can create a specialized Asset Protection Trust to guard against bankruptcy, divorce, or frivolous lawsuits.
Chances are, the person you choose as the Trustee of your estate and Executor of your Will won’t know much about their new job. They may have a general understanding of their role, they likely won’t know the laws, the deadlines, the forms, the pitfalls—or the very real personal liabilities that come with a Trusteeship.
To draft a good Living Trust and help you fund it correctly, you need a firm that regularly handles incapacity issues, after-death administration, probate issues, and the emotional roller-coasters that beset siblings, extended families, and spouses.
It’s far too easy to lose your Prop 13 tax cap when you pass on your house (especially with Prop 19), undercut the SSI benefits of a loved one, or fail to properly leverage retirement accounts in your Estate Plan.
Only such a firm can anticipate problems and get the original language right. If you become incapacitated, or when you pass, your loved ones deserve a firm that’s ready to lend proactive legal and administrative support to an overwhelmed family.
You already know you need a Living Trust to save your loved ones from the enormous hassles, outrageous expenses, endless delays, and strife of probate court.
A Living Trust can return your loved ones at least ten times the later expense of probate. But it has to be done right.
Cut-and-paste Trusts, automated Trusts, and “discount Trusts” can create disasters, and often send loved ones to probate anyway. Why? Because a knowledgeable attorney has not taken the time to discover all the issues which uniquely face their clients and their loved ones, then guided them through the process, resolved the questions, and created the best possible strategy for the future.
We invite you to explore the many educational resources available on our website, and we especially invite you to attend one of our informative online webinars—where you can ask your own questions of expert attorneys.
Our founder, Jim Cunningham, has also written a best-selling book: Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer. In this short but vital volume, Jim lays out the ten most common mistakes that could damage your financial succession, family, heirs and legacy.
Contact Us for an Estate Attorney Near You
Here at CunninghamLegal, we maintain offices throughout California with easily the best California estate attorneys around. It’s our job to know the complexities of the law and provide the depth of experience to make estate planning simple and painless—but effective—for both you and loved ones.
At CunninghamLegal, we care, we listen, and we work with compassion. Our services are provided at a reasonable price, because we believe that great estate planning should be available to everyone.
Click here to request a consultation with a lawyer, call us today at +1 866.988.3956, or see our list of Estate Planning offices throughout California.