Santa Monica Estate Planning Attorneys

Welcome to the Hall Doyon Law Group. Our clients’ estate planning needs and goals are our primary consideration.  Jane Beaumont Hall handles personal and business estate planning, estate tax law, asset protection, probate, and estate settlement procedures as well as trust and probate  mediation and litigation.

We want you to feel comfortable discussing important issues concerning you, your family, your business and your pets in a confidential setting.

Our three-step representation begins with an initial client meeting. Subsequently, the plan is prepared and then reviewed with the client. After Signing and once the plan is put into a form easily usable to our clients, we meet again to go over “funding” the trust (client transfers of those assets that will be in the trust going forward).

Estate Planning and Probate

We assist you in the creation of Living Trusts, Wills, Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies to prevent the expense, delay and public proceeding of probate when it is time to transfer assets to your beneficiaries. Our plans encompass passing financial assets as well as ensuring that the right people will care for children and the children’s inheritance. Guardianship for children is a primary concern for our clients with minor children.  We work with blended families to carve out a mutually acceptable plan for children.

A well-drafted Living Trust can avoid a Conservatorship or Guardianship proceeding. Should you become incapacitated, your affairs can be privately managed without court intervention.

More information here.

Legacy Planning

We help clients preserve their financial wealth and their legacy, for future generations. Legacy planning methods include special provisions and protections in Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies.

Legacy Planning includes minimizing estate taxes, avoiding the expense and nightmare of probate and protecting against remarriage after death of the first spouse. Your children’s inheritance can be protected from divorce and lawsuits. These directives can include the dramatically larger inheritance your family will receive through generation-skipping-transfer tax planning. At the legacy level, charitable planning provides a philanthropic inheritance to your family. Lifetime gifts to children are leveraged into asset-protected legal safety nets. Your beneficiaries with special needs will be carefully protected to ensure continued access to needed services.

More information here.