Zellmer Estate Planning, APC is a specialized law firm dedicated to comprehensive estate planning, offering personalized legal strategies to preserve and maximize client wealth for the present and beyond. Founded by Davis Zellmer with over a decade of experience, the firm stands out for its client-centered approach, conducting meetings at the client’s preferred location for maximum convenience and peace of mind.
The firm emphasizes creating tailored plans that address unique familial situations, ensuring clients feel relieved of burdens associated with estate management. With Megan Zellmer bringing additional expertise from securities litigation and corporate financial compliance, the team is passionate about guiding individuals and families through difficult conversations to develop sensible, effective plans. They focus on avoiding probate, minimizing taxes, and ensuring assets pass to intended beneficiaries.
Services Offered
- Estate Planning
- Living Trust Creation
- Last Will and Testament
- Estate Administration
- Probate
- Trust Administration
- Revocable Living Trust (Inter Vivos Trust)
- Irrevocable Living Trust
- Testamentary Trust
- Beneficiary’s Trust (Separate Share Trust or Spendthrift Trust)
- Third Party Special Needs Trust (Supplemental Needs Trust)
- First Party Special Needs Trust (Supplemental Needs Trust)
- Credit Shelter Trust
- Marital Trust
- QTIP Trust
- Generation Skipping Trust
- Grantor Retained Annuity Trust (GRAT)
- Charitable Remainder Annuity Trust (CRAT)
- Charitable Lead Annuity Trust (CLAT)
- Charitable Remainder Unitrust (CRUT)
- Irrevocable Life Insurance Trust (ILIT)
- Totten Trust
- Gun Trust
- IRA Trust
Serving all of California from their Los Alamitos office, the attorneys at Zellmer Estate Planning are committed to providing accessible, professional guidance to individuals and families seeking to secure their legacies and protect their assets through meticulous, up-to-date estate plans.
