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

New clients are always welcome; please call me at (858) 793-7007 for an appointment. I also handle business law and tax emergencies; if your problems are urgent, I will make every effort to fit you in immediately.