Estate Planning

Estate Planning

Estate Planning Attorney in Palm Desert, CA

Estate Planning at Palm Desert Law Group, APC is not one-size-fits-all. We offer three levels of planning to suit you and your family’s individual needs. From starter plans aimed primarily for families with young children with little in the way of financial wealth to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we’ve got you covered. Our plans are focused on ensuring your family has somewhere to turn if, and when, something happens to you, that your plan will work, and you have real security.

We believe in personalized service for each and every client. Our approach is educational and proactive – we first determine your individual needs, desires and values, and then tailor your plan to best fulfill your dreams.

We represent families throughout varying stages of life:

  • Traditional two parent families or single parents wishing to provide for and protect their children and themselves;
  • Unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel;
  • Blended families negotiating the challenges of creating new relationships with varying expectations;
  • Families with special needs looking to ensure that their children with special needs will be taken care of and able to continue to receive government assistance;
  • High net worth families seeking strategies for minimizing estate and income taxes;
  • Family business owners seeking ways to protect and expand their companies and considering how and when to transition to the next generation of ownership;
  • Estate executors and beneficiaries navigating the court process of probate administration; and
  • Family members or trustees carrying out the legacy left behind through a trust administration;

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Estate Planning at Palm Desert Law Group, APC is not one-size-fits-all. We offer three levels of planning to suit you and your family’s individual needs. From starter plans aimed primarily for families with young children with little in the way of financial wealth to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we’ve got you covered. Our plans are focused on ensuring your family has somewhere to turn if, and when, something happens to you, that your plan will work, and you have real security.

We believe in personalized service for each and every client. Our approach is educational and proactive – we first determine your individual needs, desires and values, and then tailor your plan to best fulfill your dreams.

We represent families throughout varying stages of life:

  • Wills
  • Powers of Attorney
  • Health Care Directives
  • HIPAA Authorizations
  • Revocable Living Trusts
  • Advanced Estate Planning

We can help you identify, collect, and determine assets and their values; guide you on the payment of debts, expenses, and taxes from estate and trust assets; submit necessary accountings; advise you as to distribution of jointly held assets, life insurance, and retirement benefits that pass outside a will or trust; notify all heirs and beneficiaries of the trust; and guide you to determine whether state and federal, generation-skipping transfer, and gift tax returns need to be filed.

The Palm Desert Law Group, APC offers complete trust and estate administration services – we guide you every step of the way and our team will make the process as easy as possible for you and your family.

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Palm Desert Law Group, APC

72960 Fred Waring Dr., Suite 11

Palm Desert, CA 92260


Tel: 760.674.7175

Fax: 760.610.6641

Email: info@palmdesertlaw.com

Legal Disclaimer: The legal information presented at this site should not be construed to be formal legal advice, nor the formation of a lawyer or attorney client relationship. Any results set forth herein are based upon the facts of that particular case and do not represent a promise or guarantee. Please contact a Family Business Lawyer for a consultation on your particular legal matter. This web site is not intended to solicit clients for matters outside of California.


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