Living Trust, Will, Probate, Estate
Planning Services
by Carmel Valley - San Diego Tax
Attorney
A living trust and will should be part of every estate plan. An estate plan is a collection of legal documents prepared to protect a family's property and ensure that their assets are distributed as intended if a family member dies or is incapacitated. A properly designed and coordinated estate plan will:
- Avoid probate
- Minimize Internal Revenue Service (IRS) estate tax, gift tax and California tax
- Ensure proper medical treatment for you and your spouse
- Leave money to charities if you choose
- Transfer your possessions to your children or heirs when and how you see fit
I am Carmel Valley - San Diego tax attorney R. Anthony Bauman, Esq., and I can expertly prepare an estate plan, including a living trust, will, and other specialized legal documents, to match your needs and situation. I have an LLM (Masters of Law) in taxation and years of legal experience in tax, business, and wills and trust law, including many trials and appeals. My office is conveniently located and well-equipped, with support staff available. I provide estate services in the following areas:
- Living trust estate planning and tax advice
- Trust and probate administration - legal services to guide your "successor trustee" or "executor" to correctly carry out your plan
- Trust and probate dispute handling - all aspects of court proceedings and negotiations to resolve San Diego and California will contests and trust disputes
I offer a complete estate plan for single individuals and married persons that includes:
- A living trust
- Pour-Over wills
- Deed to transfer real property to your living trust
- Advanced Health Care Directive, also called a Durable Power of Attorney for Health Care
- Assignment of personal property to your living trust
- Certification of living trust
- All other necessary documents custom tailored to your specific estate plan
I will personally handle your estate plan and living trust from your initial interview to the signing of your living trust. You will not be handed off to a paralegal or other associate.
For more information, please see:
FAQ's: Frequently Asked Questions About Living Trusts, Wills, Probate & Estate Plans
I help clients throughout all of California, including San Diego, Imperial County, Riverside, Los Angeles, and all other counties. You will receive personal, experienced, and understanding help directly from me. Every case in my office receives my personal attention, direction and supervision. You will speak to me directly about your case. I am the one who will return your telephone calls. My firm policy is to return every client telephone call the same day or at the latest the next day.
How to Contact R. Anthony Bauman, APLC
New clients are always welcome; and I make an effort to accommodate urgent matters. There is plenty of free parking and a convenient location just off the I-5 freeway at my Carmel Valley law firm offices, in San Diego, California. For more information or to make an appointment, please contact me either by:
Telephone: (858) 793-7007
E-mail: rbauman@sandiegotaxlaw.com
I can be reached by telephone Monday through Friday, 9:00 a.m. to 5:30 p.m. You may also use the
form below to contact me. This form is answered Monday through Friday during
the work day. Please remember that for me to become your attorney, we must first have a written attorney-client agreement signed by both of us, so please do not email any confidential information at this point. After I have reached an agreement with you, we can then exchange information freely. I look forward to helping you.
