Estate planning is the planning in advance for the distribution of your wealth, real estate and assets to ensure the well-being of your family and loved ones both now and after your death. When caught unprepared the common events surrounding the distribution and administration of even a small estate can consume assets accumulated over a lifetime of work.

Moses A. Cohen, Attorney at Law has an experienced team that understands the laws of governing gifts, estates and trusts. From assistance with California power of attorney decisions to the development of revocable living trusts, we use our knowledge to help our clients fulfill their goals.

We are your partner in preparation and helping to match solutions and services that are best for you.

Contact our offices today at 310-746-3733 or 760-595-8883 to sechedule a free private consultation.

Our estate planning is for individuals who are interested in maintaining management and control of their estates, protecting family members, avoiding probate and obtaining peace of mind. Our services are comprehensive and include:

Trust Development

Our Southern California living trust attorneys are well trained and experienced. They will create the best revocable living trust for you. Ultimately, a trust is a legal arrangement that allows the holding of property by a trustee for the benefit of another person or for yourself. By maintaining assets in a trust, you may be able to minimize taxes and leave a larger inheritance. With the help of a Southern California living trust attorney, the use of a trust is also a way to provide a steady income to the beneficiary over the course of time, rather than distribution in a lump sum. This strategy can reduce the beneficiary's taxes and allow the trust to grow through proper investment. Charitable trusts can also be established.

Will Creation

A Will serves as instructions to the probate court to how an individual wants to have his property distributed at death. Our Will and estate planning attorneys give personal service in preparing Wills and advising our clients to keep them up to date as circumstances and the law changes.

Living Wills & Advance Healthcare Directives

Be organized and prepared in the event that you may be incapacitated. With living wills and advance healthcare directives, you make the choices regarding medical care for all known situations. We can help ensure that you designate one or more individuals to make decisions should the circumstance arise.

California Power of Attorney Assistance

A California power of attorney gives a family member or someone the ability to make financial and personal decisions when an individual becomes incapacitated. A California power of attorney can be used to address broad issues or a single transaction like purchasing a parcel of real estate. We can assist in creating a power of attorney, or assist in the administration of the power of attorney.

Contact our offices today at 310-746-3733 or 760-595-8883 to sechedule a free private consultation.

Probate Support

When someone dies, probate may be required to legally transfer title of assets to the appropriate beneficiaries, to appoint the executor or administrator of the estate, or to determine distribution of estate assets. Probate law can be intimidating, but our California probate attorneys are here to help with common needs such as admitting the will to probate court; obtaining certified letters testamentary or of administration; or in final distribution of the assets of the estate.

In addition, our estate planning lawyers can help with:

• Property appraisal
• Settlement of estates
• Overseeing the payment of the final individual and estate taxes
• Distributing the remaining property
• Challenging a will or trust
• Defending a will or trust
• Legal counsel for executors and trustees
• Legal action for breach of fiduciary responsibilities

A probate attorney should have knowledge as well as compassion and an understanding of the goals of the family. Achieving the goals of the decedent and compliance with the laws of the state and federal governments is the focus of our probate practice.

Estate and Trust Administration

A California power of attorney gives a family member or someone the ability to make financial and personal decisions when an individual becomes incapacitated. A California power of attorney can be used to address broad issues or a single transaction like purchasing a parcel of real estate. We can assist in creating a power of attorney, or assist in the administration of the power of attorney. Individual state laws direct the probate court how to distribute a decedent's estate. State laws and procedures vary greatly, so it is important to consult Moses A. Cohen, Attorney at Law to ensure that the decedent's assets are distributed correctly.

Contact our offices today at 310-746-3733 or 760-595-8883 to sechedule a free private consultation.