Estate Planning And Trust Administration
Our firm represents couples and individuals in the preparation of their estate plans. We also represent trustees and beneficiaries in trust administration, and administrators and beneficiaries in probate proceedings. We also have experience in guardianship and conservatorship matters, as well as the administration of special needs trusts.
Our experience extends from the preparation of a basic estate plan involving a trust agreement, wills, advance health care directives and durable powers of attorney to more sophisticated plans involving irrevocable trusts, life insurance trusts and charitable trusts. Our representation also includes assistance with trust funding matters such as the transfer of real estate. We have also assisted clients in the development of gifting programs using fractional ownership devices such as family limited liability companies and family limited partnerships, or the division of ownership among multiple entities, including trusts. On an ongoing basis, we advise trustees and officers on both complex and routine matters related to partnership and corporate governance, as well as trust accounting and administration.
We also provide tax planning advice to defer or minimize capital gains taxes on highly appreciated assets. This advice includes counseling on the structure, formation and drafting of business trusts, premarital agreements, spousal property agreements and community property agreements.
Knowledge. Experience. Judgment.
Buckner, Robinson & Mirkovich has been serving property owners and business owners in Southern California for four decades. Our highest priority is translating complex legal documents into plain English so that our clients can make informed decisions that will affect the future of their businesses.