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Preserving Your Wealth And Your Legacy

Last updated on November 21, 2023

When designed correctly, an estate plan can help high net worth individuals protect their wishes and assets today and in the years to come. Identifying the appropriate legal tools can help you achieve your goals, whether they relate to your children’s inheritance or the legacy you pass on to future generations.

Our team of estate planning attorneys at Scherer & Bradford has over 90 years of combined experience in this field. We offer comprehensive services to high-asset clients throughout west Los Angeles who need to draft, revise and administer estate plans. Seasoned litigators, our attorneys vigorously represent our clients in trust and estate disputes.

Tailoring An Estate Plan According To Your Unique Circumstances

Our lawyers draw on their understanding of tax law, business law and wealth management when they design estate plans for clients. They can educate you on the benefits and drawbacks associated with the legal instruments you may wish to incorporate into your plan.

We create and revise an array of estate planning documents that include:

  • Wills
  • Trusts, including revocable living trusts, irrevocable trusts and special needs trusts
  • Advance directives
  • Powers of attorney

We are mindful of the impact estate taxes can have on your beneficiaries, which is why we remain current on the state and federal laws that may affect your family’s wealth when it is transferred. With our assistance, you can take steps to reduce or avoid excessive tax liabilities.

Skilled Advocates During Estate Administration And Litigation

In the event that your loved one’s estate needs to be administered or probated, our lawyers are able to guide you through California’s estate administration process. We are deeply familiar with these complex procedures.

We have helped countless trustees and executors fulfill their duties, which often include:

  • Developing a plan of action for administering the estate
  • Notifying beneficiaries and creditors
  • Gathering and assessing estate assets and property
  • Preparing and filing appropriate documentation
  • Negotiating with estate creditors and closing estate accounts
  • Transferring assets and property to the appropriate parties

In addition to their substantial experience with administration and probate matters, our attorneys are experienced with conservatorships and are seasoned litigators. They have successfully represented beneficiaries, trustees and executors in will and trust disputes. When out-of-court solutions do not produce a favorable outcome, they will aggressively assert your rights in court.

Take The First Step Toward Protecting The People And Things That You Value

Learn more about our estate planning, administration and litigation services during a private consultation. Arrange your appointment at our Century City office when you email the firm or call us at 310-556-2433.