WILLS & TRUST

Wills, Living Trust, And Estate Documents And Planning

The Law Offices of Michael D. Iverson, APLC’s trust and estate planning services range from the preparation of traditional wills and revocable trusts including will and trust packages containing Living Trust Agreements, Declarations of Intent, Contemporaneous Property Agreements, Powers of Attorney for Finances, Powers of Attorney for Health Care, Health Care Directives (Living Will), Pour Over Wills, Certification of Trust, Deeds, Assignments, Burial Instructions and a Detailed overview, user-friendly summarization and instruction section.

In our trust and estate administration practice we counsel family members, trustees, beneficiaries, agents and executors on trust and probate administration procedures. In addition to the administration process, tax-related activities for estates regularly include the preparation of estate tax returns, representation in estate tax controversies for which we have an Associate Financial and Accounting Office to assist our clients.

Trusts, Wills & Estates

The Law Offices of Michael D. Iverson provides legal advice and representation with the following, non exhaustive list of services:

  • Basic estate planning, including the establishment of living trusts, wills, durable powers of attorney for property management, and durable powers of attorney for health care decisions

  • Advanced wealth transfer planning, including life insurance trusts, family limited liability companies, and qualified personal residence trusts

  • Charitable gift planning, including charitable remainder trusts

  • Business succession planning

  • Charitable gift planning, including charitable remainder trusts

  • Business succession planning

  • Trust and Estate Administration

  • Probate

  • Representation of fiduciaries and beneficiaries in disputed matters, including will contests, trust disputes and fiduciary accountings

  • Will Contests / Estate-Related Disputes

  • Trust-Related Disputes

  • Fiduciary Litigation Prevention Counseling

General Information

Approximately 55 percent of all adult Americans do not even have a will, according to a 2007 research study. Without an estate plan, family members are left guessing how the assets should be distributed.

The Law Offices of Michael D. Iverson, A.P.C. represents clients in Riverside, Temecula, Murrieta, Hemet, Lake Elsinore, Canyon Lake, Wildomar, Sun City, Wildomar, Redlands, Chino, Ontario, San Bernardino, Palm Springs, Indio, Palm Desert, Riverside County, San Bernardino County, San Diego Carlsbad, Vista, and San Diego County, Yorba Linda, Orange, Santa Ana all of Orange County.

At the Law Offices of Michael D. Iverson, APLC, we have the knowledge and experience in all aspects of the estate planning, execution, distribution, resolution, probation and/ or conflict representation that is necessary to properly attend to our client’s Estate Planning and/ or Estate distribution needs.

Our Team Approach

Additionally, we are affiliated with an established Life Insurance/financial Advising Office to establish the best available financial plan for our clients and to provide the support and tools necessary to meet our client’s needs.

Our team approach to the administration of estates greatly enhances our ability to serve our clients most efficiently and effectively. We also work closely with our clients and their advisors, including trust officers, other accountants and other financial advisors. We counsel our clients on their fiduciary responsibilities and how to avoid conflict and liability in their actions.

We are equipped to represent corporate and individual fiduciaries, charitable organizations, individuals and family businesses in trust and probate litigation. We regularly handle will and trust contests, the defense and prosecution of fiduciary surcharge proceedings, will and trust construction, interpretation and reformation proceedings. Our trusts and estates advisors work closely with dispute resolution specialists to achieve optimum results through negotiation, litigation, trial, appeal and alternative dispute resolution methods.

CONTACT US AT (951) 506-0831

FOR A TELEPHONE CONSULTATION.

Executors, Trustees, Heirs And Beneficiaries

As an executor, administrator, heir or beneficiary you may be confused by the probate process. It is not uncommon to feel overwhelmed. Executors and administrators need to keep the probate moving forward as the beneficiaries demand their money, taxes have to be paid and creditors try to put claims on the estate. Heirs and beneficiaries want to be kept informed and want a quick conclusion to probate while executors and administrators drag out the probate. Trustees need to manage money, fend off creditors, and deal with tax issues while beneficiaries make demands for money. Beneficiaries wonder why they can’t get the information they deserve and why a process they were told would be quick just doesn’t seem to end.

The Law Offices of Michael D. Iverson, APC. can help you whether you are a trustee, executor, administrator, heir or beneficiary. We focus on probate and trust administration.
Any attorney can draft a legal document, but it takes extensive knowledge and skills to create one that is effective. We have that experience.

Heirs

Sometimes heirs do not receive their rightful inheritance. If you believe you did not receive the amount in which you were entitled, you need to take immediate action. Waiting to contest the will or trust could prohibit you from collecting your full inheritance. We regularly represent sons, daughters, and all beneficiaries in will contests and trust litigation.

As you decide how you want your assets distributed upon your death, there are certain steps you can take to protect your heirs and preserve your estate. Effective estate planning encompasses trusts, disability protection, and estate tax planning techniques. Many parents also want to protect their kids’ inheritance from the threat of divorce, lawsuits, and bankruptcy. We can assist you with the creation of an asset protection plan to shelter your assets from litigation and potential creditors.

Our Goal at the Law Offices of Michael D. Iverson, APLC, is to establish a means to efficiently transfer our client’s assets, wealth and/or money and/or property from one generation to the next. We do this by implementing the following which is not an exhaustive list of all the services and representation that our firm offers to Estate clients:

  • Protect your plans and wishes

  • Utilize the best laws available for estate planning

  • Probate an estate

  • Administer a trust

  • Fight for the inheritance to which you are entitled

  • Protect you from disgruntled beneficiaries

Hours

Monday9:00AM - 5:00PM
Tuesday9:00AM - 5:00PM
Wednesday9:00AM - 5:00PM
Thursday9:00AM - 5:00PM
Friday9:00AM - 5:00PM
SaturdayCLOSED
SundayCLOSED
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