Fullerton, California Wills and Trusts Lawyer

I have handled complex wills, trusts, and estate planning matters since I opened the Law Office of J. Larry Ballard, in Fullerton, California more than thirty-five years ago. I bring an extensive background in tax law and estate planning. I have been a certified specialist in Taxation Law and Probate, Estate Planning, and Trust Law by The State Bar of California Board of Legal Specialization for more that thirty years.

Experienced Will and Trusts Lawyer

Estate planning serves several purposes: to simplify the transition of assets from on generation to the next, minimize state and federal estate taxes, and avoid probate. Trusts are the primary document used to avoid probate actions that can cost beneficiaries as much as 3.5% of the gross value of the estate. The trust I most commonly prepare is a Revocable Living Trust. However, there are numerous types of trusts that may be appropriate under the circumstances.

• Living Trusts
• Qualified Personal Residence Trust (QPRT)
• Charitable Trusts 
• Qualified Charitable trusts
• Charitable Remainder Trust
• Special Needs Trusts

Many people who think about estate planning only think about drafting a will. In my opinion, in most cases, this is tantamount to malpractice since all wills get probated and trusts do not. Most people, even those that do not need tax planning, should have a trust so their heirs can avoid probating their will.

My objective in setting up trusts and drafting wills is to help my clients minimize their estate taxes, their heir’s inheritance taxes, and assure that the assets they have spent a life time accumulating are distributed according to their wishes.

Contact My Fullerton, California Law Office

Whether you are in need of a wills lawyer or trust attorney for a simple pour over will or a complex trust, 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 a wills lawyer & trust attorney, 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