Whittier Living Trusts

Experienced Counsel in Southeast Los Angeles

If you are considering establishing a plan to govern the orderly distribution of your estate upon death, a California living trust offers significant benefits over the preparation and execution of a will. You can keep control of your assets while alive, minimize family conflict, and help your heirs minimize the time and expense involved after your death. An experienced lawyer who has successfully worked with others in similar situations can help you prepare a trust that meets your needs.

At the Whittier office of Hart, Mieras & Morris, we bring nearly 60 years of experience to people throughout southeast Los Angeles who need assistance putting a living trust in place. Attorneys Ed Hart and Wes Mieras opened our first office in Los Angeles in 1952, and senior partner Gary Morris joined the firm in 1972. We take a comprehensive approach to helping you use a living trust to meet your estate planning needs. We have a team of in-house professionals, including investment advisors and money managers, a real estate broker, an insurance agent, and a tax/accounting specialist, all of whom will help you create and implement the best plan for your situation.

Contact our office or call us in Whittier at 626-445-1212 (toll-free at 1-800-LAW-5570) to schedule an appointment.

Assistance with Living Trusts in Whittier, California

We provide individuals in and around Whittier with a broad range of estate planning services, including the preparation of wills, powers of attorney and health care directives. However, with most of our clients, we recommend the use of a living trust. The assets you place in a living trust pass outside of probate, saving your heirs significant time and expense. A will can take up to three years to go through probate, and the cost can be as much as eight percent of the estate’s value.

We help clients use a living trust to meet the educational, medical or other special needs of family members, including children, grandchildren, siblings or parents. A living trust can also provide the resources to meet your needs should you or your spouse become terminally ill.

Other advantages of a living trust include:

• the potential elimination or avoidance of capital gains taxes upon the death of your spouse
• the retention of your federal estate tax exemption
• the maintenance of family privacy (since the trust is not subject to probate and, therefore, not in the public record)

Living Trust Attorney | Los Angeles | Whitter CA

We will prepare and execute all the necessary documentation to establish your California living trust and will help you transfer any property into the trust.

In addition to living trusts, we also provide other estate planning services, including:

• the preparation of wills, powers of attorney and health care directives
• the preparation of other types of trusts, including irrevocable life insurance trusts (ILITs), grantor annuity trusts (GRATs), qualified personal residence trusts (QPRTs), charitable lead trusts (CLTs), charitable remainder trusts (CRTs) and dynasty trusts
• tax planning for estate distribution

Contact Our Offices

Contact Hart, Mieras & Morris or call our offices in Whittier at 626-445-1212 (toll-free at 1-800-LAW-5570) to schedule an appointment to discuss how we can help you protect your estate with a living trust.

Estate Planning | Trusts | Probate | Living Trust Attorneys & Lawyers

At the Whittier, California, offices of Hart, Mieras & Morris, we represent clients in southeast Los Angeles, including Downey, Maywood, Cudahy and Diamond Bar. We also have offices located in Burbank, Glendora and Arcadia, CA.

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