Orange County Elder Law Attorney
Geisler Patterson Law helps seniors plan for the future with wills, trusts,
advanced directives, and other elder law services.
Elder Law in Orange County
We will begin with a free strategy session that will go over ways you can protect yourself and your loved ones. Then, we can develop a plan that might include a will, trust, long-term care planning, advanced directives, and more.
Elder Law Practice Areas
- Wills and trusts
- Powers of attorney
- Advanced directives
- Medi-Cal planning
Wills And Trusts
A will is typically the first document created for an estate plan. You’ll use this document to determine who will receive your assets when you pass away. It goes into effect upon death and then must go through probate before the assets are distributed.
Many Orange County residents also include a trust in their estate plans. You will transfer assets into the trust, effectively removing them from your estate. A revocable trust can be modified or revoked at any time, and you can serve as the trustee. On the other hand, an irrevocable trust cannot be changed, and you cannot serve as the trustee. However, you can use this type of trust to reduce your estate’s tax burden and shield assets from creditors. It can also be used for long-term care planning.
With a 30-month lookback period on all asset transfers, early planning is critical. Contact our elder law attorney to discuss the steps you need to take to qualify. Our firm can also help you apply for the program when the time comes. With our help, you can get the care you need without bankrupting your estate.