Botti & Morison Estate Planning Attorneys, Ltd. is a premier law firm specializing in estate planning, trust administration, and elder law, serving clients throughout California. Led by a Board Certified Specialist in Estate Planning, Trust & Probate Law, the firm stands out for its deep expertise in navigating complex legal matters and its commitment to providing personalized, comprehensive solutions that protect clients’ assets and ensure their wishes are honored.
With over 60 years of combined experience, the firm takes a client-centered approach, emphasizing education and proactive planning through free workshops and detailed consultations. They cater to individuals, families, and fiduciaries, offering tailored strategies for estate preservation, tax reduction, and long-term care planning. Their expertise is particularly vital given upcoming changes to Medi-Cal rules, making their guidance essential for those seeking asset protection and eligibility preservation.
Services Offered
- Estate Planning
- Revocable Living Trust
- Durable Financial Power of Attorney
- Living Trust
- Wills
- Advanced Estate Planning
- Existing Estate Plan Review
- Advance Health Care Directive(s)
- Certificate of Trustee Authority and Power
- Charitable Trusts
- Community Property Agreement
- Comprehensive Transfer Document
- Death Taxes and Estate Taxes Planning
- Divorce and Estate Planning
- Grant Deeds
- Life Insurance Trusts
- Pet Trusts
- HIPAA Authorization
- Pour-Over Wills
- Administration of Probate Estate
- Trust Administration
- Litigation
- Probate
- Conservatorship
- Guardianship
- Elder Law
- Long-Term Care Asset Protection and Preservation
- Long-Term Care Estate Planning
- Long-Term Care Insurance Guidance
- Medi-Cal Planning
- Veteran’s Benefit Planning
The firm serves clients across multiple California locations, including Ventura, Santa Barbara, San Luis Obispo, Westlake Village, Valencia, and Bakersfield. They maintain an A+ rating with the Better Business Bureau and offer resources such as free e-books, podcasts, and webinars to educate and empower clients in making informed estate planning decisions.
