TRUSTS, WILLS, AND ESTATE PLANNING


Estate planning is a significant matter that deserves every person's attention. A general estate plan directs the distribution of a person's assets upon death. A well-articulated estate plan avoids unnecessary estate taxes and probate costs, clearly expresses a person's intent, and plans for incapacity and other uncertainties.

The Law Offices of David S. Chia helps clients prepare well-articulated estate plans. We help clients avoid unnecessary estate taxes and probate costs, allowing them to pass more assets to their beneficiaries. We help clients avoid conflict by clearly expressing their intent and carefully arranging estate planning documents. We help clients plan for their care and the management of their estate in the event of their incapacity.

We work closely with clients to select the best course of action to address their concerns, shield their assets, and protect their family. We tailor each estate plan to satisfy each client's exact needs and specific desires.

We prepare estate plans for all sizes and types of estates. We have prepared estate plans for multimillion dollar estates as well as estates that are valued significantly less. We have prepared complex estate plans that involved a variety of assets and a diverse range of business interests. We have also prepared simple estate plans that required only a will, power of attorney, and healthcare directive.

Our estate planning practice includes:

Living Trusts Irrevocable Life Insurance Trusts Wills
Irrevocable Trusts Special Needs Trusts Powers of Attorney
Asset Protection Trusts Trust Administration Healthcare Directives


REPRESENTATIVE MATTERS


  • Formed a multimillion dollar estate plan for a legendary Hong Kong producer of martial arts films.

  • Formed a multimillion dollar estate plan for a securities funds manager.

  • Created a special needs trust for the care of a developmentally disabled child.