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Why choose this provider?
In California, disclaimers can be a valuable estate planning tool. Ravi Patel prepares them when El Monte heirs or beneficiaries decide to decline a gift, usually for tax, planning, or practical reasons. These decisions are irrevocable and must follow strict rules, including time limits and lack of benefit acceptance. Patel explains how a disclaimer affects the remaining estate, who receives the property instead, and what happens under the trust or will. These filings can also arise during administration when a trustee or executor receives a request from a beneficiary seeking to shift or avoid inheritance. Patel prepares the necessary filings and keeps the process legally compliant.
- Estate Planning
- Trust Administration
- Heggstad Petitions