Estate & Trust Planning
Kehr Law’s estate planning division has a vast array of experience in estate, trust, probate and non-probate matters. Contact us today: (619) 400-4942.
Kehr Law offers free consultations
for your estate and trust planning needs.
Phone: (619) 400-4942
Text Message: (619) 823-8230
Email: dan@kehrlaw.com
Find directions to our Downtown San Diego office or leave your questions at the Contact Us page.
San Diego Estate & Trust Planning:
Kehr Law assists individuals and families to preserve their wealth, by avoiding the unnecessary taxes, expenses, hassles, and delays that are often associated with the probate process. Through individually tailored estate plans, we help our clients build, expand, and preserve their wealth.
Kehr Law’s estate planning division has a vast array of experience preparing simple and complex estate plans, probating wills, administering both probate and nonprobate estates, obtaining conservatorships and guardianships, and litigating disputes that cannot be solved between the parties themselves. We design our estate plans around the objectives, life goals and net worth of our clients.
Our Estate Planning division has experience preparing simple and complex estate a plan, probating wills, administering non-probate estates, obtaining conservator ships and guardianships, and litigating disputes in these areas. We design our estate plans around the client’s specific objectives and life goals, with an eye toward tax efficiency. Our typical estate plans include a revocable living trust, an advance health care directive, a durable financial power of attorney, a pour-over will, deeds to transfer title of real property, an assignment of personal property and complete trust funding instructions. .
Our typical estate plan for individuals or married couples includes a revocable living trust specifically tailored to meet our client’s needs. Our Healthcare directives convey the end-of-life decisions and healthcare wishes of our clients as well as appoint an agent to make sure our client’s wishes are carried out according to their plans. Additionally we include a durable financial power of attorney, pour-over will, deeds to transfer title of real property, an assignment of personal property and complete funding instructions.
Kehr Law has experience represented a wide range of individuals and families as well as institutional clients. We have extensive experience in specialized estate planning tools such as qualified personal residence trusts (QPRTs); business succession planning; non–qualified executive compensation plans; international estate planning; charitable planning techniques; dynasty trusts; using family limited partnerships, limited liability companies, and tenancies-in-common to minimize gift and estate taxes; and prenuptial, domestic partner cohabitation, and other property agreements.
Read About Our Other Areas of Practice:
Kehr Law focuses on the formation and representation of businesses, corporations, limited liability companies, partnerships and joint business ventures; property and investment transactions; trademark and copyright law; business and individual tax planning; domestic and international contracts; corporate finance transactions and corporate mergers, acquisitions and reorganizations. We also provide real estate litigation legal services involving both residential, commercial and land disputes, broker liability, landlord-tenant matters, unlawful-detainers, premises liability, toxic tort defense and related insurance coverage analysis. Moreover, we provide probate and trust administration legal services. In addition to personal domestic and international asset protection, we also focus on estate and tax planning to provide our clients with a single, complete and comprehensive legal resource.
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