Best Living Trust Attorney & Legal Services in San Gabriel Valley

San Gabriel Valley’s Best “Living Trust Attorney” and Best “Legal Services”

We are honored to be voted once again as San Gabriel Valley’s best in “Living Trust Attorney” and “Legal Services” by Pasadena Star-News, San Gabriel Valley Tribune, and Whittier Daily News. We extend our heartfelt thanks to our clients for this esteemed recognition. Recently featured in USA Today’s “Estate Planning 101,” we are dedicated to providing insightful legal counsel that impacts your financial decisions across generations.

PFL website describes, “Every Personal Family Lawyer firm has built their business in service to educating and supporting you to understand the impact of your legal and financial decisions, both now and for generations into the future. Their success is aligned with yours.” At our firm, we prioritize relationships over transactions, ensuring personalized care for every client. Tony, is certified as a Personal Family Lawyer (PFL), embodying our commitment to educating and supporting you in planning your family’s future.

Introducing our exclusive Family Care Plan, a membership program designed to enhance your ongoing experience with us. Discover our comprehensive services, including the

Personal Asset Trust (PAT). PAT is designed to protect and manage personal assets, such as investments, bank accounts, real estate, and personal property, for the trust’s beneficiaries. This kind of trust can have many benefits like control and flexibility, continuity of Asset Management, Avoidance of Probate, Tax Planning, and Protection of Beneficiaries inheritance from spouses, creditors, and lawsuits.. Some things to be considered for setting up a Personal Asset Trust are Legal and Tax Advice, Costs, and Choice of Trustee. We have offered a Personal Asset Trust (“PAT”) for several years.

We also saw a true need for further planning with the Kid’s Protection Plan (KPP) for parents with minor children, detailing crucial aspects of their upbringing (i.e., education, religion, location, discipline, and more).

Beyond estate planning, we excel in trust administration (helping successor trustees administer trusts in compliance with strict California laws), estate administration in probate court, and conservatorships. Your referrals are deeply appreciated as we continue to serve the San Gabriel Valley community.