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1. ESTATE PLANNING

2. Table of content
•What is “estate planning” and “trust”?
•Documents needed
•Why create an estate plan?
•Who needs planning and when?
•Estate planning concerns
•Dangers of to Do-It-Yourself
•Our contacts

3. What is “estate planning”?
Making a plan in advance and naming whom you
want to receive the things you own after you die.
What is “trust”?
A fiduciary relationship regarding property and
charging the person with title to the property with
equitable duties to deal with it for another's benefit.

4. Documents needed
•Living Will Make healthcare decisions
•Power of Attorney Appoint someone you trust
•Last Will & Testament The beginning of your estate plan
•Living Trust Provide for your family
•Patient advocate designation

5. Why create an estate plan?
After Death
•Control who receives your assets
•Control when they receive your assets
•Possibly reduce taxes and legal fees
•Reduce stress for heirs and family members
Upon Disability
•Control assets and identify agents
•Control medical decisions and identify agents
•Act without Court supervision

6. Who needs planning and when?
Who (EVERYONE!)
•Families with young children
•Blended families
•Non-traditional couples
•Single adults (young or old)
When (NOW!)
•Plan while you can
•Plan before incapacity
•Unfortunately, there comes a point when
planning is too late.

7. Spouse / Significant Other
Income, Comfort, Housing, Childcare,
Medical Decisions and Care
Children
Support, Education,
Medical Care,
Guidance
Grandchildren
Education, Support, etc.
Others?
Creating a Legacy, Special
Needs, Charities, etc.
Estate planning concerns

8. Dangers of Do-It-Yourself
Lawyers know and understand the law
Lawyers can point out unseen or unique issues
Very formal signing requirements
Can create a plan for all assets (including
those which pass outside of Probate or Trust)

9. 801 N. Brand Blvd. Suite 210
Glendale, CA 91203
Tel. (818) 553-1000
Fax (818) 553-1005
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rianLaw
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y/margarian-law
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/user/dealerfraudlawy
CONTACT US

10. For further information visit:
http://margarianlaw.com/
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11. Thank you!