|
The Law Firm of Richard O. Barndt |
San Diego County Office 6265 Greenwich Drive Suite 100C San Diego, CA 92122 Phone: (858) 554-1712 |
Orange County Office 1206 North Broadway Santa Ana, CA 92701 Phone: (714) 558-1712 |
 |
|
Fax: (858) 455-6260 |
|||
| Home |
| Attorney |
| Contact Us & Directions |
| FAQs - Basic Estate Planning |
| Links |
| Important Updates |
| Downloads & e-Newsletter |
- Basic Estate Planning Needs, including:
- Revocable Living Trusts.
- Pour-Over Wills & Simple Wills.
- Community Property Agreements.
- Durable Powers of Attorney for Financial Purposes (manage financial affairs during incapacity).
- Advance Health Care Directives (managing your medical decisions).
- HIPAA Authorizations (regarding Medical Information Privacy).
- Quitclaim Deeds to transfer real property to your revocable living trust.
- Advanced Estate Planning Needs, including:
- Federal Estate Tax planning.
- Lifetime gifting planning.
- Irrevocable Life Insurance Trusts (ILIT).
- Charitable Remainder Trusts (CRT).
- Tax Return Preparation:
- Individual Income Tax Returns (IRS Form 1040 and California Form 540).
- Trust Income Tax Returns (IRS Form 1041 and California Form 541).
- Federal Gift Tax Returns (IRS Form 709).
- Federal Estate Tax Returns (IRS Form 706).
- Trust Administration, including:
- Assisting with the distribution of trust assets to beneficiaries.
- When appropriate, the distribution of real property to children without reassessment.
- Obtaining Federal Tax Identification Number for federal income tax purposes.
- Preparing a fiduciary accounting.
- Performing legally required tasks such as lodging the decedent's Last Will and Testament and mailing the "Trustee 120 Day Letter" to the required beneficiaries and/or heirs.
- When needed, preparing an IRS Form 706 Federal Estate Tax Return and calculating the estate tax due, along with all the accompanying tax forms and supporting documents.
- Probate:
- Summary Probate Administration (for small estates under $150,000.00).
- Formal Probate Administration (for estates larger than $150,000.00).
- We try to make probate as tolerable as possible.