Central Coast Estate Planning & Fiduciary Services
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Central Coast Estate Planning & Fiduciary Services

778 Osos St, San Luis Obispo, CA 93401, California

3.5 (4 reviews)

About Us

Central Coast Estate Planning & Fiduciary Services is a distinguished boutique legal practice specializing in trust and estate law, serving clients throughout San Luis Obispo and Santa Barbara Counties. The firm, now operating as Trusts and Estates Group, stands out for its deep expertise in both straightforward and complex estate matters, including high-net-worth generational tax planning and asset preservation.

Led by Certified Specialist Jed D. Hazeltine, who brings over 25 years of litigation and transactional experience, the firm offers a personalized, client-centered approach. With an LL.M. in Taxation and a background in creative problem-solving, Jed and his team provide tailored guidance to individuals, families, beneficiaries, and fiduciaries, ensuring clarity and confidence in every aspect of estate and trust administration.

Services Offered

  • Estate and Tax Planning
  • Fiduciary Services
  • Probate and Trust Administration
  • Trust and Estate Litigation
  • Private and Court-Appointed Trustee Services
  • Personal Representation
  • Asset Preservation
  • Generational Tax Planning

The firm serves clients across the Central Coast, with a focus on San Luis Obispo and Santa Barbara Counties, and is known for its integrity, responsiveness, and commitment to preserving clients’ legacies and peace of mind.

Practice Areas

Frequently Asked Questions about Central Coast Estate Planning & Fiduciary Services

778 Osos St, San Luis Obispo, CA 93401, California

Estate planning attorney, Legal services

California, San Luis Obispo

They have a rating of 3.5/5 based on 4 reviews.

English

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