A Team Approach to Planning Your Estate
Acuña & Casas, P.C. - Serving the East Bay Area
The core of the firm's practice is its expertise in estate planning and tax issues. Acuña & Casas, P.C., has been selected by tax professionals and numerous charitable organizations as the referral firm of choice for clients and donors. The firm has planned the estates of a number of law school professors and I.R.S. agents!
Everyone needs to plan for death or disability. Wills, trusts, and powers of attorney are the foundation of successfully caring for ourselves, or loved ones, and future generations. All firm clients meet with an attorney to review their personal situation and to devise an appropriate estate planning strategy. The firm's expertise extends beyond traditional wills and living trusts. Clients and charities have used the firm to create estate plans utilizing:
* Wills and Living Trusts for Singles, Married Persons, and Unmarried Partners
* Durable Powers of Attorney for Health and Financial Decisions
* Charitable Gift and Estate Planning
* Asset Protection Plans
* Gift Trusts (Crummey Trusts)
* Insurance Trusts
* Grantor-Retained Interest Trusts
* Qualified Personal Residence Trusts
* Special Needs Trusts (Medi-Cal Trusts)
* Spendthrift Trusts
* Premarital Agreements
* Family Limited Partnerships
The attorneys at Acuña & Casas, P.C., believe that, given time and careful planning, no estate should suffer a loss from needless estate taxes or probate fees. For more information, contact our office. Also feel free to read our Frequently Asked Questions page for answers to common questions about estate planning and other areas of law.
