![]() Do we have a Bypass Trust or QTIP trust in our living trust so that estate taxes are minimized and our children are protected?.Do we need a living trust so that our estate avoids probate?.Lerman Law Partners LLP Estate Plan Checklist For Those We Love Thank you for the opportunity to be of service! We look forward to providing you with the most efficient and up-to-date planning possible. No need delay to retrieve dusty files from storage! And, since we save your entire file electronically, we can instantaneously access your records to answer any future issues that you ask us to address. You will keep your original fully executed Lerman Legacy Plan, and we provide you with a computer disk with your executed documents in pdf format enabling you to easily transmit your signed documents to your family and advisors. In addition to customizing your plan to fit your particular needs, we pride ourselves on state-of-the-art technology. ![]() ![]() Do you need to address California community property law with your family law attorney?.Do you want a “No Contest Clause” to dissuade your beneficiaries from contesting?.Will your retirement accounts and life insurance be integrated into your trust?.Who should be included in the definition of your “issue”?.Who should be your trustee? Your kids? Or, a bank, sibling or friend?.Do you want to limit the trustee’s obligation to account to your beneficiaries?.Will the trustee be allowed to retain assets even if the trust assets are not diversified?.How will your family heirlooms, jewelry and art be identified and distributed?.Do you want your beneficiaries to have full control of your assets?.We explain the critical issues below in great detail to identify your goals and customize an estate plan to meet those goals. The “ Lerman Legacy Plan” does just that. You deserve an estate plan that satisfies your unique goals so you have optimum peace of mind. Custom Estate Planning for Optimum Peace of Mind
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