Trusts, Estates and Probate

Life happens, and the end of life is no exception. While we may not want to think about what happens when the worst case scenario occurs, being prepared for this eventuality can help to ensure that your estate is administered according to your wishes and that your loved ones are provided for. Our trusts, estates and probate attorneys can help you to ensure that your wishes are properly honored after your passing.

White and Bright, LLP provides full service legal counsel and representation to clients who are dealing with matters relating to trusts, estates and probate throughout North County as well as the greater San Diego area. We have years of experience crafting comprehensive estate plans, drafting secure trusts, and representing clients in probate actions. In addition to planning ahead by creating ways to protect and transfer your assets, our practice includes trust and estate litigation, which occurs when issues and disputes arise relating to the administration or validity of the trust or estate.

At White and Bright, we fully understand how important it is to protect your assets and to be able to pass them down to future generations or other designated beneficiaries. Our broad range of services ensures that all of our clients’ planning needs are thoroughly met through customized estate planning, as well as estate, gift and property tax planning. We also assist clients with all aspects of trust administration and probate administration.

Our White and Bright attorneys have a wealth of experience in trusts, estates and probate matters. Whether you are planning for the future or dealing with the death of a loved one, we want to ensure that your interests are represented in the most effective way possible. We welcome you to contact us to schedule a consultation and learn more about our trusts, estates and probate services.

Estate Planning

Estate planning involves a variety of considerations, including what type of assets you hold – such as personal property, real property, or cryptocurrency – and what tools you would like to use, such as wills or trusts. Knowledgeable esta… Read More

Probate Administration

Probate occurs at a time that is already difficult for a family. When you are mourning the loss of a loved one, the last thing you want is to have to perform an accounting and handle the administrative responsibilities that arise. A primary goal of o… Read More

Trust Administration

Having a trust included in your estate plan can be highly beneficial, as this inclusion can allow for the assets in the trust to be distributed immediately, rather than through the default method – a lengthy and costly probate process. Trusts c… Read More

Estate and Gift Tax Planning

One of the most important aspects of estate planning is the minimization of taxes. While California no longer has a state estate tax or inheritance tax, federal estate tax and gift tax laws must be taken fully into consideration as part of any estate… Read More

Property Tax Planning

In California, when a real property owner dies the property is transferred to a new owner. This transfer usually creates a change of ownership, which change may result in reassessment of the property and an increase in the property taxes that must be… Read More