LAW OFFICES OF
PHILLIP A. CASE
NEWPORT BEACH, CA  949-760-6933

(MEMBER OF THE AMERICAN BAR ASSOCIATION)



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FAMILY LAW (DIVORCE)/ ESTATE PLANNING/ PERSONAL INJURY

ESTATE PLANNING

PAC LAW

ESTATE PLANNING MATTERS, which include, but are not limited to the preparation of Wills, Trusts, Power of Attorney for Health Care or Living Wills, and counseling regarding asset title and probate tax avoidance.

Very often when a party decides to obtain a divorce they likewise want to change their will, trust and/or Power of Attorney for Health Care so as to remove their ex spouse as a beneficiary, trustee, or executor.  In any event, Estate Planning is extremely important for EVERYONE so as to make sure that there assets are properly passed on in accordance with their wishes.

Very generally, WILLS, among many other things, are used to make sure that certain personal property can be given to certain people. Also, recommendations for child custody and care can be set forth in a Will.  Finally, a will designates an executor to see to it that these requests are carried out properly.

TRUSTS are generally created to provide immediate title transfer to a trustee who can then disperse the asset as set forth in the trust. Because the transfer to the trustee generally happens upon death, there is usually no delay related to a court order or need to pay court probate taxes.

The DURABLE POWER OF ATTORNEY FOR HEALTHCARE is generally used to make financial and medical decisions for a person who becomes incapacitated and is therefore incapable of making these important decisions for him/her self.

This firm offers many services related to Estate Planning and although these matters are not the most enjoyable of issues for you to undertake, we are very sensitive to your needs large or small and look forward to helping you with the direction and preservation of your assets, your wishes and to ease the transition to those you leave behind. 

Please contact us at your earliest convenience to make arrangements for a consultation.

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