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Estate Planning Specialists
Creighton Law Offices, located in San Mateo, California,
specializes in providing exemplary estate planning, trust administration,
probate, and long-term care planning services. The firm was established
in July 1997 by James B. Creighton.
Estate Planning Services The ever-evolving complexity of our federal and state tax laws makes estate planning increasingly important. We listen carefully to each client's goals regarding the disposition of their property, then assist them in tailoring an estate plan while minimizing – where possible – estate, gift, and other taxes on the transfer of property.
Some clients need only basic wills and powers of attorney for property management and health care. Other clients benefit from the added flexibility and convenience of revocable living trusts in which to hold their property. Still other clients need advanced estate-planning tools to address their needs.
We provide the following estate planning services:
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• Basic Wills
• Powers of Attorney for Property Management
• Advance Health Care Directives
• Revocable Living Trusts
• Marital Property Agreements
• Trust Funding Services
• Family Business Succession Plans
• Charitable Trusts
• Life Insurance Trusts
• Family Limited Partnerships
• Limited Liability Companies
• "S" and "C" Corporations
• Private (Family) Foundations
• Grantor Retained Trusts
Estate and Trust Administration Services, Probate Upon a person's death there are a number of crucial tasks to complete before their property can be distributed to loved ones. Assets and property must be collected, accounted for, and appraised; debts, taxes, and expenses must be paid; then the remaining assets must be distributed to beneficiaries. Sometimes trusts must be established to hold property intended for very young or disabled beneficiaries.
Whether a person died without an estate plan in place, with
a simple will, or with a fully-integrated estate plan including a living
trust, we can assist with all tasks involved in administering the estate.
Long-Term Care and Disability Planning An integrated estate plan must address possible incapacity prior to death. Our services include protecting one's assets from depletion due to medical and nursing-home costs, Medi-Cal eligibility, and Supplemental Security Income.
For clients already in need of long-term care benefits, we reconfigure estates to enable them to become eligible for programs such as Medi-Cal as soon and as cost-effectively as possible. For clients not yet in need of long-term care benefits, we draft provisions giving their loved ones the authority to protect their assets from depletion due to overwhelming medical and nursing home costs.
Please Contact Us for Further Information