Sacramento Estate Planning Lawyers

The Law Office of Williams & Associates, PC, assists clients in all areas of general and complex estate planning, as well as estate and trust administration.  From our office in Sacramento, lawyers represent individuals and business owners throughout California.

Our attorneys draft a variety of documents to accomplish goals such as wealth preservation, asset protection, planning for incapacity and to minimize estate taxes and gift taxes.  We do this through succession planning and other techniques.  The following are examples of the types of trusts we draft for our clients:

  • Revocable trusts
  • Irrevocable life insurance trusts
  • Education trusts
  • Generation-skipping trusts
  • Special needs trusts
  • Qualified personal residence trusts
  • Charitable remainder trusts

Most estate plans are complete with Wills, General Durable Powers of Attorney, Advance Health Care Directives and other documents specific to a client's needs.

In addition to helping our clients plan for the efficient transfer of wealth from one generation to the next, our attorneys also aid clients in decisions such as forming partnerships, limited liability companies, as well as business-succession planning.

Advising Trustees and Successor Trustees

Our attorneys advise trustees and successor trustees in managing simple or complex trust administration, including trust accounting, distribution agreements and other statutory obligations.  We also assist trustees regarding state and federal tax requirements for estates and trusts.

Trusts and estates attorney Amy H. Halloran was named a Northern California Super Lawyer for 2010 and 2011, and most recently has appeared as an Expert for the Sacramento Bee's "Ask the Experts" forum on estate planning.

Contact a California Estate Planning and Trust Administration Attorney

For more information or to schedule a consultation with a Sacramento estate planning attorney at the Law Office of Williams & Associates, PC, call 916-488-8501 (800-684-7147 toll free) or fill out the contact form on this site.