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ESTATE PLANNING
Creating estate plan docs
Survivors trust
Bypass trust
QTIP property
Marital deduction trust
No will - what happens?
Probate

NEW: 2001 Tax Reform Act

OTHER ESTATE DOCUMENTS
Advance healthcare
Durable powers of attorney
Nomination of guardians

OTHER TRUSTS
ILIT
Grantor trusts
Family limited partnerships
QDOT

GIFTING
Marital gifts
Tuition and medical gifts
Real property
From revocable trusts to minors
Custodianship
2503(c) trusts
Crummey trusts

UNMARRIED COUPLES
No same protection
Wills and trusts
Visitation/funerals
Power of attorney
Advance healthcare

GLOSSARY OF TERMS

ABOUT LISA ELLIOTT

 

 

Lisa Elliott began her independent law practice in 1991 focusing entirely on estate planning and probate law. Her ability to simplify complicated and sometimes difficult issues surrounding estate planning has garnered her multiple referrals and has fostered long-term client relationships.

Due to the individual and very personal nature of an estate plan, Lisa works with each of her clients to determine what their individual goals are, helping them to create a plan that best meets their needs and lifestyle. From married couples with or without children, to single parents and same-sex partners, estate planning is the most effective way for people to protect themselves and their loved ones.

NEW: 2001 Tax Reform Act

Read Our WEEKLY
Estate Planning/Probate Newsletter

Click below to download an Estate Planning Worksheet for
Single individuals
Married Couples
Domestic Partners

Burgandy Line

Lisa Elliott, Attorney at Law
Estate Planning and Probate

e-mail:lisa@lisaelliottlaw.com

Pleasanton Office
78 Mission Drive, Ste. B, Pleasanton, CA 94566
925.426.3201    FAX 925.417.2205

San Francisco Office
2858 Diamond Street, San Francisco, CA 94131
415.586.4300    FAX 415.334.3231

This information is provided for general educational purposes only. it is not intended to be relied on as legal advice. This information may not have been updated to reflect subsequent changes in the law, if any. Your particular facts and circumstances, and any changes in the law, must be considered to determine appropriate legal advice. Always consult with a competent attorney, licensed in your state, to discuss your particular situation.


© copyright 2007 Lisa Elliott. All Rights Reserved. International copyright secured.