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This information is provided by estate planning attorney Stephanie D. Winstead, with offices in Laguna Niguel, and Carlsbad, California. Mrs. Winstead practices exclusively in the areas of tax, asset protection, and estate planning. She is licensed to practice law in the State of California ONLY. This information does not create an attorney-client relationship. If you wish to create an attorney-client relationship for specific legal advice, it will be necessary to enter into an engagement for legal services.

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Estate Planning is the process of arranging your affairs and finances to ensure that they pass smoothly to your beneficiaries with little to no court involvement and minimal tax consequences.

People typically people think of Wills and Trusts in conjunction with estate planning.  However, these are merely two components of a complete and cohesive estate plan.  A properly prepared estate plan should include at least the following documents:

•  Revocable Living Trust

•  Certification of Trust

•  Trust Summary

•  Trust Funding Instructions

•  Pour-Over Will

•  Durable Power of Attorney

•  Assignment of Personal Property

•  Personal Property Memorandum

•  Health Care Power of Attorney

•  Advance Health Care Directive

•  HIPAA Authorization

•  Property Agreement (for spouses only)

Click on this link for further useful information about estate planning: CNN Money, Money 101 Lesson 21: Estate Planning

Stephanie D. Winstead is an attorney practicing exclusively in the areas of estate planning, wills and trusts, Child Guardianship Planning, asset protection, corporation formation, partnership formation, LLC formation, trust administration, probate avoidance, pet trusts, and tax litigation.  Offices are located in Laguna Niguel, Orange County and Carlsbad, San Diego County.

Basic Estate Planning

Estate planning can also incorporate advanced techniques to minimize estate taxes, protect assets for future generations, and protect assets from potential creditors.  These techniques frequently include implementing one or more of the following strategies:

•  Business Entities (Corporations or LLCs),

•  Structured Gifting,

•  Irrevocable Life Insurance Trusts (ILITs),

•  Intentionally Defective Grantor Trusts (IDGTs),

•  Qualified Personal Residence Trusts (QPRTs),

•  Charitable Remainder Trusts (CRTs),

•  Self Cancelling Installment Notes (SCINs),

•  Self-Settled Spendthrift Trusts,

•  Dynasty Trusts, and

•  Family Foundations.

Based on today’s tax laws and because of the expense involved in implementing and maintaining the foregoing strategies, they are typically reserved for individuals with estates in excess of $5 million.

Advanced Estate Planning