All new clients will receive a free 30 minute consultation.
In addition, Insurance Management Corporation Clients receive a 25% savings on setting up a Will or Trust through our provider law firm.
Estate planning is for everyone.
It is not just for “retired” people. Unfortunately, we can’t successfully predict how long we will live, and illness and accidents happen to people of all ages.
Estate planning is not just for “the wealthy.”
Although people who have built some wealth do often think more about how to preserve it. Good estate planning often means more to families with modest assets, because they can't afford to lose any amount.
Too many people don’t plan.
Individuals put off estate planning because they think they don’t own enough, they’re not old enough, they’re busy, think they have plenty of time, they’re confused and don’t know who can help them, or they just don’t want to think about it. Then, when something happens to them, their families have to pick up the pieces.
If you don’t have a plan, your state has one for you, but you probably won’t like it.
Van De Poel, Levy, Thomas LLP. provides the highest quality legal advice regarding the transfer and management of their clients' wealth and administration of a decedent’s estate.
The Estate Planning practice at VLT differs from other firms in that the emphasis is on wealth maximization, rather than simply minimizing taxes.
Their attorneys are well-trained in the Estate Planning field and use the most up-to-date techniques to maximize wealth for future generations.
This includes advising and creating:
- Family limited partnerships and LLCs,
- Sophisticated life insurance trusts,
- Dynasty trusts,
- Grantor retained annuity trusts, and
- Charitable reminder and lead trusts.
Estate Planning involves advisors from various disciplines in financial planning. Our attorneys are adept at working with financial planners, accounting professionals, and other advisors. In addition to working with our client’s outside professionals, we add the resources of our firm’s other practice areas to provide truly comprehensive Estate Planning.
Estate and Trust Administration is another aspect of their Estate Planning practice and their attorneys can provide a host of administrative services including:
- Post-mortem trust administration
- Advising on Federal and California gift and estate tax returns
- Gift and estate tax audits and related tax litigation
- Administration of lifetime trusts and entities including family limited partnerships and LLCs.
Finally, their Estate Planning practice group has a strong group of litigators well-versed in representing fiduciaries and beneficiaries in trust and probate controversies.
A minimum of 25% savings on any estate planning services, including setting up wills and trusts or review and updating of current will or trust.
