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Inland Empire Estate Planning Attorneys

Sandoval Legacy Group, a division of Holstrom, Block & Parke, a Professional Law Corporation

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Home » Estate Planning » Southern California Advanced Estate Planning

Southern California Advanced Estate Planning

Asset Protection Planning

Many wealthy individuals in Riverside, Orange, San Bernardino, San Diego, and Los Angeles County have concerns about protecting and preserving assets for themselves, their children, and grandchildren. It is well established in estate planning that one can dispose of his or her assets as one desires. Most people, however, give their children and grandchildren an outright inheritance, which provides no asset protection for their loved ones. Southern California estate planning attorney, Dennis Sandoval, has developed several estate planning strategies that can protect inheritances from divorcing spouses or creditors.  Learn More

Business Succession Planning

Business succession planning is a key part of the estate plan of any businessperson who desires to preserve the family business. Many of our estate planning clients throughout Southern California are business owners or manage a large portfolio of residential and commercial rental real estate. Learn More

California Gun Trust

Southern California estate planning and tax attorney, Dennis Sandoval, is one of the few lawyers in Riverside County and San Bernardino County experienced in the proper drafting and administration of a California Gun Trust or NFA Trust. An NFA Trust or Gun Trust designed and drafted by Mr. Sandoval includes specific provisions relating to the rights, duties, and liabilities of the trustor, trustee, successor trustees, and beneficiaries relating to the ownership, transfer, and possession of NFA weapons. Learn More

IRA Estate Planning & IRA Trusts

Many of the law firm’s estate planning clients in Riverside, San Bernardino, Orange, San Diego, and Los Angeles County, have large retirement accounts, such as Individual Retirement Accounts (IRAs), 401-K’s, and Tax Sheltered Annuities, also known as 403(b) and 451 accounts.  Learn More

Trustee Services

Dennis M. Sandoval is available to serve as trustee, executor, administrator, conservator, financial agent or health care agent for clients in Riverside County and San Bernardino County. The law firm also offers bill paying services for seniors who need assistance with handling their finances. The fiduciary services offered by Dennis Sandoval are much more flexible than those offered by most banks, trust companies, and many private fiduciaries.  Learn More

Charitable Planning & Philanthropy

Many of our estate planning clients in Riverside County and San Bernardino County have a desire to benefit society through charitable giving or philanthropy. The charitable giving may be current or it may occur in the future. Learn More

How Our Estate Planning Attorneys  Can Help With Advanced Estate Planning Needs

Our estate planning attorneys are Certified Estate Planning, Trust, and Probate Law Specialists as well as Certified Taxation Law Specialists. We have the experience and qualifications to assist you with all your advanced estate planning needs. Give us a call at 951-888-1460 or contact us online to learn more about how we can help.

Visit One of Our Southern California Locations

With office locations throughout Southern California, Sandoval Legacy Group, a Division of Holstrom, Block & Parke, offers representation for Estate Planning, Special Needs Planning, Trust Administration, Probate, and Conservatorships in Riverside, San Bernardino, Orange, San Diego, and Los Angeles County.

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A Revocable Living Trust is a key component to nearly every estate plan. Learn Why!

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4300 Latham St., Riverside, CA 92501
SLG Riverside Office | 4300 Latham St., Riverside, CA 92501  •  Corona | 1897 California Ave., Ste. 102, Corona, CA 92881  •  Newport Beach | 4940 Campus Dr., Ste. A, Newport Beach, CA 92660  •  Temecula | 40810 County Center Drive, Ste. 150, Temecula, CA 92591  •  Riverside | 3780 12th Street, Riverside, CA 92501  •  San Diego | 3110 Camino Del Rio S., Ste. 308, San Diego, CA 92108  •  Vista | 380 S. Melrose Dr., Ste. 347, Vista, CA 92083

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