Fullerton, California Estate Planning Lawyer

After forty-two years of handling complex accounting and estate planning I have the skill, knowledge, and experience to handle estate planning matters of individuals and families with extensive assets, family owned or closely held business, or children from a previous marriage. I understand that most people who need an estate-planning lawyer have less complex estate planning needs. I tailor my services to the specific needs of each client to provide cost effective and efficient estate planning services.

Experienced Estate Planning Lawyer

I began the Law Offices of L. Larry Ballard after gaining a degree in accounting and working for several years as an accountant. In addition, I have been a certified specialist in Probate, Estate Planning, and Trust Law by The State Bar of California Board of Legal Specialization for more than thirty years and have an exceptional understanding of how to manage assets to minimize federal estate taxes.

An Estate Planning Package typically includes trusts as a primary document, a simple will, called a pour-over will to accommodate assets not included in the trust. In addition, I regularly prepare a number of estate planning documents depending on the needs of my client including:

• Powers of attorney for asset management
• Power of attorney for healthcare decisions
• Living wills
• Advanced healthcare directives
• Community property documents

In addition, I have significant experience handling a variety of other estate planning matters including succession planning for family-owned and closely held business, Medicaid planning, Medicare planning, tax matters related to estate taxes and inheritance taxes, and filing federal estate tax returns.

Contact My Fullerton, California Law Office

Whether you are in need of an estate planning attorney for a simple or complex estate planning matter, please contact the Law Offices of J. Larry Ballard. I can be reached by phone at 714-871-1132, by e-mail, or by filling out the intake form on the Contact Us page.

The Law Offices of J. Larry Ballard

1235 North Harbor Boulevard - Suite 200 – Fullerton, CA 92832-1324

As an estate planning lawyer, I represent clients throughout North Orange County, the Inland Empire, Riverside County, San Bernardino County, and the cities of Diamond Bar, La Mirada, La Habra, Whittier, Anaheim, Santa Ana, Irvine, Costa Mesa, Newport Beach, Yorba Linda, Buena Park, Brea, and Placentia.