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Testimonials

"Jackson & Wilson came highly recommended to us from a Superior Court Judge who is a good friend of ours.  We were pleased with both the high level of professionalism and the constant concern for our best interest.  We were always kept well informed of the status of our case.  We feel highly confident in referring Jackson & Wilson to others."

-- Mr. Chris B (Local contractor and Laguna Niguel family man)

"Your firm helped me through one of the most difficult time of my life. You were all so gracious about any questions I had.  The speed with which you brought my legal case to a fair and fast conclusion was so appreciated and I am sure I would not be in the position I am in if you hadn’t resolved it and got the monetary help for me."

-- Ms. Elaine A.  (Retired and active senior citizen)

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Case Results

Most of our new clients are referred to us by past clients and other attorneys in our community.  Why?  Because they know we "walk the talk" and have the experience and expertise to get solid results.  Here are a few examples...

$5,000,000- Wrongful death and catastrophic injury

$3,347,000- Catastrophic injury and Insurance Bad Faith

$1,250,000- Wrongful death

$2,759,852- Catastrophic injury

$1,152,926- Malpractice

$1,000,000- Wrongful death

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Estate Planning

A proper estate plan is perhaps the most important legal tool the average person or family will ever setup and use

Estate planning is the process of accumulating and disposing of an estate to maximize the goals of the estate owner.  The various goals of estate planning include making sure the greatest amount of the estate passes to the estate owner's intended beneficiaries, often including paying the least amount of taxes and avoiding or minimizing probate court involvement.  Additional goals typically include providing for and designating guardians for minor children, planning for incapacity and asset protection.

What Is The Difference Between Estate Planning and Asset Protection?

The two go hand in hand and compliment each other.  A properly designed and implemented estate plan will, at the time of your death, facilitate the transfer of your wealth to your loved ones and minimize, or eliminate, estate death taxes.  As indicated above, in addition to protecting your assets and providing for your beneficiaries after your death, an asset protection plan will also offer you protection of your assets while you are alive.

A solid estate plan is specifically tailored to individual and unique needs and may include one or more of the following tools:

Living Trust and Wills
Family Limited Partnerships
Ancillary Documents (pourover wills, powers of attorney, property agreements)

Irrevocable Life Insurance Trusts
Intentionally Defective Grantor Trusts
Gifting Trusts
Ancillary Documents (client portfolios, Crummey notifications, letters of instruction)

Charitable Remainder Trusts
Charitable Lead Trusts
Private Foundations
Testamentary Charitable Distributions
Ancillary Documents (client portfolios, letters of instruction)

Qualified Personal Residence Trusts
Grantor Retained Annuity Trusts and Unitrusts
Grantor Retained Income Trusts

Wills with and without tax planning
Ancillary documents
Conduit Trusts

Individual Special Needs Trust
Joint Special Needs Trust
Memo of Intent Guidelines

Retirement Trust
IRA Master Beneficiary Designation
Qualified Plan Master Beneficiary Designation
Beneficiary Designation Inserts

FLLC formation documents

Funding and Transfer Documents
Correspondence and Other Forms
Full funding and asset transfer associated with the above tools.

Estate Planning Overview  (when used properly with Business Planning and Asset Protection Concepts)

• Avoid Probate-  Proper estate planning will help you avoid costly probate.  All of your hard-earned assets go to your beneficiaries (family) instead of being depleted by mandatory probate legal fees and court costs.  Your family can avoid frustrating and prolonged court proceedings.
   

• Wills DO NOT Avoid Probate-  In fact, all Wills must go through probate so if you have a Will, you are guaranteed to incur expensive probate fees and costs.
   

• Revocable and Irrevocable Trust-  A properly established and funded trust will completely avoid probate thereby avoiding all probate fees and costs.
   

• Time-  A proper estate plan using a Trust can help distribute an estate to your beneficiaries within hours or days as opposed to months and even years through probate.
   

• Minors, Incapacity and Special Needs- The person(s) you select in your Trust can immediately step in to help.  Minors and grandchildren are instantly provided for.  There are no court delays or interference.  No attorney fees or court costs.
   

• Taxes and Probate Fees- A Trust can help you minimize or completely avoid estate death taxes and probate fees.
   

• Privacy-  A Trust gives you maximum privacy and is not part of the public record.  Wills and probate are a matter of public record for the entire world to see.  The probate process invites disgruntled heirs and opportunity seekers to make a claim against your estate.
   

• No Asset Protection-  Wills and Living Trust will not and do not protect your assets.  They can and should be used to distribute your estate to beneficiaries as part of an complimentary asset protection plan.
   

• Change-  Revocable Trust can be changed or modified at any time.
   

We've put together a special report which shows you exactly what we're talking about.  It's entitled, "Understanding Estate Planning & Living Trusts- How You Can Avoid Probate, Save Taxes and More”  This detailed and easy to understand report will show you exactly how to avoid probate fees and costs while at the same time, reduce or completely eliminate your estate death taxes.  You'll also learn six important reasons why you need to avoid probate, maximize your privacy and protect your assets.  Contact us for your free copy...
 

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