Estate Planning and Wealth Preservation

Estate Planning

Palmieri Tyler is one of the largest Southern California law firms to have its own wealth preservation and estate planning department.

As Orange County evolves from a farming community to a business and residential community, and as property values continue to increase, our wealth preservation and estate planning department continually assists our neighbors with their estate planning concerns.

To learn more about our estate planning group, please select from one of the links below:

Contact an Orange County estate planning and wealth preservation lawyer

If you would like to speak to one of our highly skilled attorneys, please contact us to schedule an initial consultation at 949-851-9400 or use our online contact form.

Family Wealth Transfers

Our law firm’s wealth preservation and estate planning department has extensive experience protecting and preserving clients’ wealth for their current needs and for future generations. Our estate planning lawyers combine strategies such as irrevocable trusts, family partnerships, family limited liability companies and life insurance trusts with income, estate and gift tax considerations in order to maximize asset value from generation to generation while minimizing related transfer taxes. In addition, we can assist with business succession planning for family-owned companies and holdings.
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Essential Estate Planning

Our attorneys are equipped to provide full service estate plans customized to meet our clients’ wishes, including assistance in planning for the effective and efficient transfer of property and in preparing documents, such as wills and trusts, to put the estate plan into effect.
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Estate Administration

Because estate plans are only successful if they are properly carried out, our estate planning attorneys are skilled in overseeing the implementation of estate plans through trust organization and administration, probate administration, and trust and probate litigation. Further, the department provides post-mortem support by preparing federal and state estate tax returns and assisting clients through Internal Revenue Service audits.
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Pre-Marital Planning

Wealth preservation and estate planning should begin early in life. However, the need for premarital planning is not limited to young couples. Older couples contemplating marriage often have significant separate assets that should be protected. As part of premarital asset planning, our wealth preservation and estate planning group assists clients in the negotiation and drafting of premarital agreements.
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Charitable Giving

Our clients often incorporate charitable giving into their estate planning and asset transfer plans. Carefully planned asset transfers combined with an element of charitable giving frequently result in situations where both the client and selected charity achieve very desirable results. Techniques include the use of charitable remainder trusts, charitable lead trusts and other gifting strategies.
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Coordination of Strategies

Business and real estate issues often arise in the estate planning context. Our attorneys in the wealth preservation and estate planning department have extensive experience in handling corporate and property matters. As members of our full service firm, they are also able to work closely with our equally talented start-up and emerging businesses attorneys to ensure that clients’ business planning is integrated into their estate plan, to provide smooth business succession. In addition, the department can call upon the firm’s corporate, real estate and litigation departments’ expertise. The ability to combine the knowledge and experience of our various departments in this manner substantially benefits all of our clients and gives Palmieri Tyler the unique opportunity to meet all of our clients’ legal needs within the same firm. Very few Orange County law firms are able to offer comparable sophisticated planning as part of a combination of client services.
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