DEDICATED TO PROTECTING YOUR FAMILY NOW, AND IN THE FUTURE.
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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.
Wills & Trusts
Child Guardianship Planning
Business Entity Formation
California Pet Trusts
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:
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.