Need a family law - living trust attorney that serves San Diego?  

The law office of  David A. Casey can provide you with an excellent portfolio.  David A. Casey is an experienced trust attorney for your estate planning needs including and most importantly a living trust.  Estate planning. including a  Living Trust is an over all plan to manage your estate. This involves several important documents that support your Living Trust and other related issues.   A  complete trust package is much more than just the trust.  Without all of the other documents, your estate planning is incomplete. An Estate Planner is not a financial consultant that guides you in investments thus my law office does not provide financial consulting.  An estate planner's duties are not to manage your assets for you or to advise you what investment is best for you.  

Some of the "Trust mills" try to sell you annuities and other investment plans and offer a low price to get you in the door to make money off of your financial matters.  That should never be the job of an estate planner.   With most of the trust mills advertised in newspapers, you don't see or speak to an attorney involving your trust matters, but only a sales person involving your financial matters.

What does estate planning involve?

Estate planning involves making sure that as much of your assets are protected upon your death. If your estate has more than $100,000 in assets you need to create a plan for your estate and the best vehicle to do is is a living trust which is also called a revocable trust. Part of the estate planning should include a Power of Attorney,  Living Will, Physician's Directive,  Power of Attorney and other important documents.  Estate planning is designed to protect your loved ones and to avoid probate and estate tax as much as possible.   No matter what it does help to avoid probate and in 95% of the living trust it should allow for passage of the estate outside of the probate.  Most of the time Probate happens when the parties fail to put a piece of real property into the trust. 

365 Broadway, Suite 203, El Cajon, California

Telephone (619) 447-6780  - E-mail:  Familylaw1@aol.com

(Note: This web site is for general information only about estate planning and living trusts - there is no inference that the law office of David Casey represents you in any way until a retainer and fee agreement is signed by you and attorney David Casey).  Any documents not drafted or prepared by this office or documents prepared for review via the internet are considered to be done "in pro per" (you are your own attorney)  and are done solely based on your representation of facts.    

See what a  TRUST PACKAGE includes by clicking here

Without a properly prepared Living Trust,  not only are you mixing death and taxes but a lot of headaches.  You are giving your hard earned money away and not to your family.  

Probate is expensive and often has a devastating effect to the spouse or family members. California Probate is also a long process so it is very important that you have an attorney who will take the time necessary to ensure the success of the trust.   Don't risk what you worked a lifetime for.  Since probate matters are complex,  why not find out how a trust portfolio can help you.

"Get Your Trust Started Today" 

Protect your estate from probate with a

"Living Trust"

WHY DO YOU NEED A LIVING TRUST?

Looking for Living Trust Attorney in San Diego County?

Without a living trust, almost every estate requires some sort of probate after a certain dollar amount is reached.  Any estate over $100,000.00 in  assets may need to be probated in California.  A will does not stop the need for probate.  A living trust in San Diego County can protect you and your loved ones now and in case you are no longer able to manage your assets.  With or without a will, some sort of probate is required in most cases.  There may be other ways to transfer property before your death but most have substantial draw backs.    Isn't it much better to have your wishes spelled out in a trust instead of relying on probate to divide your property?   Even in small estates, a family trust can save your family a substantial amount of money.  For an estate in California that is worth just over $100,000.00, there will be court ordered attorney fees of $4,000.  This is several times the cost of an average family trust.  Most trusts cost between $1,200.00 to $2,000.00 with most averaging around $1,500.00. 

PROBATE OPENS YOUR LIFE TO THE PUBLIC.   In other words, all your accounts, assets, etc. and to whom you leave them to will be open to the public.  Anyone can visit the court house to pull your file to copy the documents.  This information can even be sold to companies.  Do you want your information to be exposed to con-men scamming against you? I think not.   Probate also has bad side effects.  Unfortunately, when it comes to money issues or division of property, it can generate heated (and expensive) legal arguments between family members which not only costs the family time and money, but it may be even tear your family apart by causing mistrust between the surviving members. Trusts can certainly help lower the risk of family disputes substantially.

Why not take the emotional side out of it as much as possible? -- Why should you have to worry about if your wishes will be granted. A trust spells them out.  Outside of saving your estate from fees by the court, it also allows you to voice your wishes after your death. 

YOU  MAY HAVE HEARD HORROR STORIES from others about their frustration, pain and expense of probate court. A probate matter will take between nine (9) to fourteen (14) months to complete. That's a long time.  It is always sad to watch in dismay as family and friends fight over a parent's or grandparent's legacy.  What is even more sad is that I have seen  families come apart over the will and wishes of a beloved family member.

As a family law attorney, I can tell you probate disputes can be worse than a contested divorce.  A trust helps prevent this from happening.  The goal is to help bring families together, not rip them a part.

Sometimes people call attorneys, estate planners, or trust attorneys.  My philosophy is that I am a counselor at law.   What I do is to take the  wishes of the client, then advise them what their options are and how their decision will affect them.   Then, based on their wishes, I counsel them on what is their best options for the desired results.   Based on the client's input and their desires,  the documents are prepared utilizing my skills, knowledge and ability to draft the necessary documents to achieve your desired results. 

All too often I have seen people fight their way through probate.  At a time when they should be coming together to deal with their loss and celebrate the good  memories, instead they are fighting over the choice of lawyers,  who will be appointed by the court, who will do the estate accounting and how to distribute the assets and of course, the legal expenses.  Worse yet, people you may have never expected to, end up fighting over your assets or rights to be part of your estate.