Estate Planning Attorney
An Estate Planning Attorney For Your Needs
Hoffman & Forde’s estate planning attorneys inform individuals and married couples on a variety of advanced estate planning techniques they can use to make the estate or inheritance tax bill less painful. Our estate planning experts also educate clients regarding the designation of a guardian and trustee for your beneficiaries. Let us help you create a sound financial plan, avoid probate, protect your assets, prevent family conflicts and costly legal expenses.
Typical Estate Planning Documents
Our attorneys draft a set of documents to address your unique needs and expectations. Our firm also advises on co-ownership property rights, transfer-on-death accounts, and beneficiary designation.
Last Will and Testament
This is a document in which you name an “executor,” who has legal authority to administer the transfer of your property per your designated intentions. The executor closes your estate.
Trusts are a fiduciary arrangement that allow a third party, “trustee,” to hold assets on your behalf and beneficiaries. Trusts specify how and when your assets pass to your beneficiaries.
Durable Power of Attorney
Durable power of attorney establishes responsibility and identifies guidelines if you become incapacitated. It directs an individual of your choosing to make financial and medical decisions on your behalf.
Health Care Directive
Our attorneys will help protect your medical and health information. A HIPAA compliant document guides your family members and health care providers when determining medical decisions on your behalf.
Business Succession Planning
Business succession planning helps owners of family-owned or closely held businesses protect the business and assets in the event of their incapacitation or death. It is a series of logistical and financial decisions.
Our attorneys will make certain your assets transfer to the people/entities designated as beneficiaries on specific contracts/accounts. Such assets include life insurance policies, IRAs, and 401(k) plans.
Why Our Estate Planning Attorneys
Our experienced San Diego estate planning attorneys will advise you on the best estate plan for you and your family based on your unique circumstances and goals. Estate plans must meet state guidelines. We fully understand how current state and federal laws impact your estate and will draft all of the pertinent documents. More importantly, we help ensure your wishes are carried out while avoiding potential hassles and needless expenses.
Our Boutique Lawyers
Our highly-credentialed attorneys deliver superior quality services. Every client receives the best legal representation possible regardless of complexity.
Schuyler V.V. Hoffman
Residential Real Estate, Civil Litigation, Business Consulting
Daniel R. Forde
Civil Litigation, Real Estate, Business Consulting, Tax Advisory
Civil Litigation, Real Estate, Business Consulting
Civil Litigation, Residential Real Estate, Immigration Law
Residential Real Estate
Civil Litigation, Residential Real Estate, Commercial Real Estate, Personal Injury
William H. Sauls
Estate Planning, Tax Advisory, Business Consulting
Civil Litigation, Residential Real Estate, Commercial Real Estate, Business Litigation, Real Estate Litigation, Personal Injury
Criminal Defense, Restraining Orders
Immigration Law, Administrative Law
Angela Elpers Barnes
Residential Real Estate, Civil Litigation
Residential Real Estate, Civil Litigation,
Civil Litigation, Residential Real Estate, Commercial Real Estate, Business Consulting
Commercial Real Estate, Residential Real Estate, Business Consulting
Residential Real Estate, Civil Litigation,
Estate Planning, Probate, Wills & Trusts
I personally worked with Mr. Hoffman who provided me with prompt, detailed and sound legal advice. I was in a situation where the seller of my home cut corners and he helped me get out of paying an arm and a leg by using his expertise to demonstrate why the seller was responsible. Don't look any further for your legal needs.
Sky and Dan are great to deal with on matters of real estate and business. Cogent, concise, and pragmatic legal advice. I feel very well represented and have been treated fairly when it comes to their fee schedule. I am very selective when it comes to giving referrals and Hoffman & Forde have never dropped the ball when I have sent them one.
Schuyler and his whole team of associates are the best! They have provided valuable and reliable information in helping me from my business entity. They are very trustworthy, and helped save me a lot of time and money.
Our Estate Planning Law Firm
We serve our clients’ individual needs while providing creative, practical, and affordable solutions. Our firm’s continued success results from our dedication, diligence, and honest communication with our clients.
Schedule Your Consultation
For inquiries regarding specific legal matters, contact us today to schedule an initial consultation with one of our experienced attorneys.
From San Diego to Los Angeles, Hoffman & Forde provides individuals and businesses with first-class legal services.