Estate Planning

Name: Law Office of Mark Burnstein
Address: 1055 North Reino Road, Thousand Oaks, CA, 91320-3710, US
Telephone: 805-728-1414

Wills & Trusts | Probate | Trust Admin | Estate Disputes | Prenups

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Do You Have An Estate Planning Issue?

Contact me if you answer yes to any of these questions or have a related legal issue.

Do you need an estate plan?

You can create a plan that gives your assets to whoever you want, how you want, and limit taxes. There are many ways to do this.

Are you the personal representative in a probate proceeding?

Whether an administrator or executor, you have court-supervised responsibilities.

Are you the trustee of a trust?

You have a duty to the trust creator and beneficiaries. How to fulfill that duty is only sometimes clear.

Are you the beneficiary of a will or trust?

Is the person responsible for distributing property taking appropriate actions and giving you what you are entitled to?

Are you the potential heir where there is no will?

There are specific rules regarding who inherits when someone dies without a will.

Are you considering a prenup agreement?

Whether you want one or your partner does, understand the significant consequences of this document.

Estate Planning Services

Estate Plan Drafting

Wills - Trusts - Powers of Attorney - Advance Healthcare Directives - Prenuptial Agreements

Managing Asset Distribution

Probate - Trust Administration - Property Tax Transfers - Gifting Property

Estate Disputes

Validity of Will or Trust - Property Ownership - Distribution Issues - Personal Rep/Trustee Actions

Email With Your Legal Issue

What Your Attorney Can Do For You

Listen and Ask Questions

Take the time to understand what your goals are.

Options and a Clear Plan

Achieve the outcome you want in a way that works for you.

Check-in & Be Efficient

Provide updates and get the work done on schedule.

Why estate planning issues can be difficult

It involves family

Family relationships are complicated. Estate planning issues and outcomes often magnify unresolved problems among family members.

It involves money

Almost nothing needs to be said about this. The need or desire for money rarely brings out the best in people. It can cause some to act in self-serving, deceitful, or even illegal ways.

It involves mortality

Estate planning is about your mortality or the incapacity or death of a family member. It's not an easy topic. Discussions about dividing money do not make things easier.