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.
