Preston Estate Planning is a distinguished California-based law firm specializing in comprehensive estate planning and elder law, with nearly four decades of exclusive experience in the field. The firm stands out for its innovative “Life Plan” approach, which goes beyond standard probate avoidance to address critical issues like tax reduction, asset protection, and disability planning.
With a review of over 11,000 trusts from attorneys across California, the firm has identified common pitfalls in conventional estate plans and developed a robust framework to safeguard clients’ legacies. Their target clientele includes individuals and families seeking thorough, forward-looking protection against risks such as taxes, divorce, lawsuits, and incapacity. The firm emphasizes ongoing maintenance and administration support to ensure plans remain effective as laws and life circumstances change.
Services Offered
- Estate Planning
- Elder Law
- Life Planning
- Trust Creation
- Trust Maintenance
- Trust Administration
- Asset Protection
- Disability Planning
- Emergency Documents Preparation
- Estate Administration
- Federal Estate Tax Planning
- Capital Gains Tax Planning
- Retirement Trusts
- Inheritance Trusts
- Disability Panel Establishment
- Silent Partner Co-Trustee Services
- Medical Emergency Card Provision
- Capital Gains Election Planning
- Re-Marriage Protection
- 28-point Maintenance Membership Program
- Trust Funding Guidance
Serving clients throughout California, the firm offers resources such as free webinars and educational materials to help individuals make informed decisions about their estate plans. Their “We Fix Trusts®” initiative addresses common deficiencies in existing trusts, providing solutions tailored to maximize protection and minimize future complications for beneficiaries.
