Estate Planning

Our legal services focus on reducing your taxes, protecting your assets, and using tax law to your advantage. For nearly two decades, Doron Ohel's, outstanding record has earned the firm over 100 positive reviews.

How can Estate Planning help you?

  1. Identifies beneficiaries that you wish to receive your property after death.

  2. Specifies what will happen with your estate after death, avoiding the time and costs associated with the probate process.

  3. Provides for pets by letting you determine who will care for them.

  4. Identifies strategies to minimize taxes and expenses associated with the distribution of your estate.

  5. Determines guardianship for minor aged children

  6. Dictates your medical care wishes should you be unable to make your wishes known

When you make an appointment with our office, we will work with you to draft an estate plan that fits your individual goals.

  • Revocable Living Trust or Trust Amendment

  • Certification of Trust

  • Will

  • Durable Power of Attorney (financial POA)

  • Advance Health Care Directive (medical POA)

  • Declaration of Personal Property

  • Schedule of Assets

  • Grant Deed transferring CA real property to the name of the Trustee

These actions ensure that property will go to those you select in an orderly and economical fashion, but most importantly, they will ease the administrative burden placed on your survivors who are already trying to deal with the emotional trauma of death.

TRUST

You, as trustee, instructing the distribution of your property upon passing away. Since this is handled by a private fiduciary (“successor trustee”) the trust avoids a lengthy, expensive, and public court proceeding (“probate”), as well as reducing or eliminating estate taxes.

WILL

Nomination by you as to the person or couple taking care of your minor children in case parents have passed away, as well as a “catch-all” clause avoiding any probate for properties not identified as trust assets (“pour-over provision”).

POWER OF ATTORNEY

You authorizing another person to take care of your day-to-day finances and other financial powers in case you are incapacitated or can’t make decisions for yourself.

ADVANCE HEALTH CARE DIRECTIVE

Also known as a “living will”, this document allows you to specify your personal medical decisions, and instructs your agent in authorizing such decisions on your behalf when you are no longer medically capable, such as being in an irreversible coma.

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19925 Stevens Creek Blvd., Ste. 100 Cupertino, CA 95014, United States

Tel: (408) 252-4911

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