Expertise.com

Best Estate Planning Attorneys in Encino

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Estate Planning Attorneys FAQs

Learn more
Alperstein, Simon, Farkas, Gillin & Scott, LLP logo
Visit WebsiteWebsite

Alperstein, Simon, Farkas, Gillin & Scott, LLP

15760 Ventura Boulevard, Encino, CA 91436
Visit WebsiteWebsite
  • Estate Planning

Business Description

Alperstein, Simon, Farkas, Gillin & Scott, LLP, assists residents in the Encino area with legal matters associated with trusts and estate planning. The boutique firm guides clients through estate-related legal matters, including post-mortem tax issues, marital deductions, transfer planning, and estate freeze. The law office also provides representation for probate issues and cases involving conservatorships. Alperstein, Simon, Farkas, Gillin & Scott, LLP, has been operating for over two decades following a series of partnerships that began in 1958.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Law Offices of Gerald L. Kane logo
Visit WebsiteWebsite

Law Offices of Gerald L. Kane

16255 Ventura Boulevard, Encino, CA 91436
Visit WebsiteWebsite
  • Estate Planning
  • Elder Law
  • Trust Administration
  • Special Needs Planning
  • Conservatorships
  • Probate

Business Description

The Law Offices of Gerald L. Kane provides legal counsel for individuals, families, and businesses in and around Encino. Its legal team develops estate plans and offers advice on avoiding probate and protecting assets. The professionals also draft advance health directives, set up trusts, and create divorce wills. In addition, they offer assistance in establishing special needs trusts and selecting conservators and trustees. The firm is headed by Gerald Kane, a board-certified estate planning, trust, and probate law specialist with over 25 years of experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.7 / 5 (15)
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Law Offices of Marc J. Schwartz logo
Visit WebsiteWebsite

Law Offices of Marc J. Schwartz

15910 Ventura Boulevard, Encino, CA 91436
Visit WebsiteWebsite
  • Estate Planning

Business Description

The Law Offices of Marc J. Schwartz serves clients in Encino. Marc Schwartz experienced first-hand how the lack of estate plans can put families in difficult situations. When his father was transferred to an assisted living home due to Alzheimer's, he was left to deal with all the legal matters as his father did not prepare a plan for the businesses and assets. This motivated him to educate individuals on the importance of estate planning.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Facebook
5.0 / 5 (4)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Law Offices of Michael K. Elson logo
Visit WebsiteWebsite

Law Offices of Michael K. Elson

16133 Ventura Boulevard, Encino, CA 91436
Visit WebsiteWebsite
  • Estate Planning
  • Trust Administration
  • Probate

Business Description

The Law Offices of Michael K. Elson has been providing legal services in Encino for more than two decades. It focuses mainly on estate planning and corporate formation. The law firm helps clients create estate plans that are suitable for their needs. The Law Offices of Michael K. Elson assists clients in drafting a living revocable trust, which serves as the foundation of the estate plan. It also helps clients in making living wills and declarations of intent.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (18)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Law Offices of Susan Share logo
Visit WebsiteWebsite

Law Offices of Susan Share

16000 Ventura Boulevard, Los Angeles, CA 91436
Visit WebsiteWebsite
  • Estate Planning
  • Probate

Business Description

The Law Offices of Susan Share counsels individuals and families in Encino on estate planning and probate matters. Susan Share advises clients on setting goals, finding ways to lessen estate tax obligations, naming beneficiaries and conservators, and creating funeral plans. She also guides them in drafting wills, trusts, and powers of attorney. Share is well-versed in handling the specific needs of clients in the LGBT+ community, as well as the needs of elderly individuals in assisted living homes or hospitals.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
MVP Law Group, A PC logo
Visit WebsiteWebsite

MVP Law Group, A PC

17337 Ventura Boulevard, Encino, CA 91316
Visit WebsiteWebsite
  • Estate Planning

Business Description

MVP Law Group, A PC provides legal assistance from its Encino location. The firm handles several legal areas including estate planning. Maria V. Primushko, the company's attorney, creates estate plans for clients. She helps ensure that estates will be passed to people clients have chosen. She also offers services so that family members with special needs are provided for and children's inheritance is protected. Primushko also assists clients with retirement planning and legacy planning. She is a board director of the Calabasas Chamber of Commerce, a member of Elder Care matters, and Wealthcounsel.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.5 / 5 (18)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Parhami Law Group logo
Visit WebsiteWebsite

Parhami Law Group

6345 Balboa Boulevard Suite 247, Encino, CA 91316
Visit WebsiteWebsite
  • Estate Planning

Business Description

Parhami Law Group provides estate planning services for clients in Encino and nearby communities. Its estate planning attorneys support clients in determining where or to whom to leave their properties after they pass. They provide assistance with drafting a will, managing their estate, distributing assets, designating a power of attorney, and other healthcare-related directives. The firm's other areas of practice are business law, real estate, contracts, banking, and debt settlements.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (12)
Yelp
5.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Schiff Estate Planning logo
Visit WebsiteWebsite

Schiff Estate Planning

16133 Ventura Boulevard, Encino, CA 91436
Visit WebsiteWebsite
  • Estate Planning

Business Description

Schiff Estate Planning is a law firm that serves individuals and families in Encino and West Los Angeles. Amy Schiff has been exclusively practicing estate planning and trust administration for over 20 years and has experienced representing high-net-worth clients. She offers assistance in developing basic estate plans, which include wills, powers of attorney, revocable trusts, and advanced healthcare directives. In addition to estate planning, Schiff also counsels clients in probate proceedings.

Back to Providers

Frequently Asked Questions

What does an estate planning attorney do?

An estate consists of the total assets that form an individual’s net worth, no matter how large or small. Estate planning attorneys use their in-depth knowledge of state and federal laws to help people best manage what will happen with their estates after they die or become incapacitated. Estate planning attorneys can prepare wills, form trusts, reduce estate tax burdens, and decrease or eliminate the need for probate court.

What are valuable estate planning services an attorney can provide?

With the many intricacies of assets, taxes, and state and federal laws that can affect a person’s estate, an estate planning lawyer can be a valuable professional asset, no matter how large or small a person’s estate may be. An estate planning attorney can:

  • Create a comprehensive plan to protect a client's legacy, that includes a will, power of attorney, trusts, life insurance, and advanced medical directives
  • Optimize an estate plan as tax laws, life events, assets, and goals change over time
  • Protect a client’s loved ones by preventing assets from entering probate
  • Help clients designate a person to make important health decisions for them if they become incapacitated

Can estate planning attorneys help create trusts/wills?

Estate planning attorneys can create trusts and wills. Through a will, an attorney can help a client designate their estate’s beneficiaries and assign an executor to represent the will in probate court. These attorneys can also create trusts, allowing a client to assign a trustee to oversee the estate, potentially avoiding probate court and holding assets to be distributed over time.

Is estate planning the same as drafting a will?

While both estate plans and wills officially document how their owners wish to allocate certain assets after their death, there are key differences. In estate planning, a will is often just one of several documents that form a comprehensive plan. In a will, people must designate a person responsible for executing their will after their death. The will can include guardians for their children when they die and beneficiaries to receive an inheritance of money, property, and other assets.

What are the steps involved in estate planning?

To create a thorough and effective estate plan, individuals should follow these steps:

  • Prepare a will that designates an estate executor; indicate who will receive what assets, and assign a trust and guardians for any children. Consider using an attorney if the will is in any way complex.
  • To avoid probate, have an attorney create a revocable living trust.
  • Assign beneficiaries to other assets, such as life insurance policies, retirement plans, and securities.
  • Use an attorney to prepare a living will, name a health care proxy, and create a HIPAA release form.
  • Update the plan every five years.

How long does the estate planning process last?

The length of the process can vary greatly depending on the size and complexity of the estate, the specific law office, and whether there’s an emergency or urgent need. If you’re using an attorney, you can generally expect it to take one to five weeks. You may be able to speed up the process by immediately providing your attorney with any bank statements or other documents they need.

What is a trust?

A trust is an agreement between a grantor, a trustee, and a beneficiary. In this agreement, the grantor allocates funds or real property assets to the trustee to be held either until the grantor passes away or until a specific, agreed-upon date. At that point, it's the responsibility of the trustee to distribute funds or property to the beneficiary or beneficiaries. While there are similarities between a will and a trust, a will is a more comprehensive document that typically requires probate court, while a trust allows assets to pass to the beneficiary without probate.

How does a trust fund work?

When opening a trust fund, a grantor allocates a trustee to oversee and manage assets in the account. This trustee can sometimes be a relative, an estate lawyer, or a bank that acts as the legal owner of the trust. While holding assets, the trustee is required to file taxes on trust assets.

How does a living trust work?

A living trust enables a grantor to manage their assets through a trustee while still alive. They can continually add funds and/or property to their trust fund by transferring them to the trustee, who accepts ownership of everything held in the fund. The grantor can name a beneficiary for their trust, and their assets will be automatically transferred to that person or establishment upon their death.

Do I need a lawyer for a will?

No, a lawyer is not required to draft or complete a will. However, there are some scenarios in which hiring an estate lawyer to assist with a will is a good idea, including when children or high-value assets are involved. Additionally, an estate lawyer can help to reduce probate fees and taxes paid by loved ones after a person dies. It's also best to work with a professional to ensure that the will addresses everything necessary, such as funeral plans, guardianship, and asset distribution.

Can you have both a will and a living trust?

Yes, and individuals who have a living trust should also have a will. While a living trust enables a person to leave funds and assets to a loved one when they're gone, a will is required to cover any assets that aren't included in the trust, such as guardianship of dependents, funeral plans, and forgiveness of outstanding debts, if applicable.

How much does it cost to set up a trust?

The cost of setting up a trust varies quite a bit depending on a variety of factors, including terms that are in place, special provisions for minor beneficiaries, and trustees' basic fees. In most cases, the minimum cost of setting up a trust is about $1,500, but depending on the factors mentioned above, this cost can increase by thousands of dollars.

Read all FAQs