Bookmark (Ctrl+D)

Irvine Living Trusts

Experienced representation throughout Irvine, CA

If you are thinking about how to best set up your estate to minimize your loved ones’ time, expense and anxiety after you pass away, a living trust offers many benefits. Because the property in the trust does not pass through probate, it can pass immediately and at no expense to your heirs. Still, you can maintain control of your assets during your lifetime. To set up a living trust, you want an experienced lawyer who has helped others in similar circumstances.

At the Irvine office of Hart, Mieras & Morris, we offer extensive experience to people throughout the area with estate planning needs or concerns. We established our first office in Los Angeles in 1962, and senior partner Gary Morris has provided trust and estate counsel to firm clients since 1972.

We know that the preparation of a living trust involves consideration of many factors, including investments, real estate, insurance and tax/accounting matters. We have a team of professionals at our office to help with all your needs, including investment advisors and money managers, a real estate broker, an insurance agent, and a tax specialist.

Contact our office or call us at 626-445-1212 (toll-free at 1-800-529-5570) to schedule an appointment.

At the Irvine, California, office of Hart, Mieras & Morris, we represent clients throughout Huntington Beach, Costa Mesa, Newport Beach, Santa Ana, Westminster, Tustin, Peralta Hills, Lake Forest, Laguna Hills, Rancho Santa Margarita, and San Clemente. We also have offices located in Arcadia, Temecula, Valencia, Woodland Hills, Whittier, Burbank, and Glendora, CA.

Irvine Living Trust Lawyers

We will work closely with you to identify your estate planning goals and objectives, and will prepare a trust that addresses all of your concerns. We will also help you take the steps necessary to transfer any property into the trust.

We help people use living trusts to address the medical, educational or other special needs of family members or loved ones, including parents, children, grandchildren, siblings and others. In addition, we can help you use a living trust to eliminate any capital gains taxes upon the death of your spouse or preserve your federal estate tax exemption.

When you put your property into a living trust, it avoids probate, saving your loved ones time and money. If you have a will set up to distribute your assets upon death, it may go through the probate process, which can take anywhere from one to two years to complete. In addition, the attorney handling the estate will customarily charge a fixed percentage of the estate (usually from four to eight percent) to settle the estate.

We will prepare and execute all the necessary documentation to establish your California living trust and help you transfer any property into the trust.

In addition to living trusts, we also provide other estate planning services, including:

  • the preparation of wills, powers of attorney and health care directives
  • the preparation of other types of trusts, including irrevocable life insurance trusts (ILITs), grantor annuity trusts (GRATs), qualified personal residence trusts (QPRTs), charitable lead trusts (CLTs), and charitable remainder trusts (CRTs)
  • tax planning for estate distribution

Complimentary Living Trust Seminars

Hart, Mieras, & Morris Inc. is now offering a complimentary Living Trust seminar to provide you with important information that may affect your estate if you:

  • Own real estate worth $50,000 or more
  • Have children or other dependents living with you
  • Have $150,000 worth of assets

To find information or reserve seating at one of our seminars or workshops please call our office at (626)-445-1212 or sign up on our living trust seminar page.

Tags: california, california, california living trust, Irvine living trust, real property law, living trust lawyer, living trust attorney, gary morris, charitable trust, trust law, irvine, california, attorney ca, real estate, estate planning, living trusts, probate, lawyer, california, law, inheritance, trusts

Attend A Live Seminar     View An Online Seminar

We offer two ways to
Receive a $200 Discount
off your Living Trust Fee.


Sign Up for Our Newsletter

Our Office Locations

Arcadia
255 East Santa Clara St. #300
Arcadia, California 91006
Map & Directions

Glendora
216 North Glendora Ave. Suite #200
Glendora, CA 91741
Map & Directions

Phone: 626-445-1212
Fax: 626-294-2899
View All Locations

How Can We Help?



Print  Email  Bookmark

The Benefits of a Living Trust - Learn More Today

255 E. Santa Clara St., Suite 300  |  Arcadia, CA 91006  |  Phone: 626-445-1212  |  Map & Directions
See All Locations