Trust and Estate Planning in the Greater San Diego Area
At the Law Office of Sandra Bonds Hickey, we focus on estate planning, probate proceedings, conservatorships, and related practice areas.
We help clients plan for the future, preserve their wealth against the high cost of long-term care and onerous estate taxes, provide for the future of their loved ones, and protect inheritances they have received (or are about to receive).
Our Services
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Probate Administration
Probate is when the court supervises the processes that transfers legal title of property from the estate of the person who has died (the "decedent") to his or her beneficiaries or heirs at law.
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Irrevocable Trusts
An irrevocable trust is a trust whose terms can't be modified, amended, or terminated without permission from the beneficiary or beneficiaries. Irrevocable trusts can be used to protect assets, reduce estate taxes, get government benefits and access government benefits.
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Powers of Attorney
Power of Attorneys (Durable Power of Attorney for Finances and Healthcare Directives) will allow you to empower a named individual to manage your financial affairs or make healthcare decisions on your behalf in the event, and only in the event, that you your are deemed incapacitated.
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Trust Administrations
A Trust Administration is the process whereby your named successor trustee marshals your assets, pays off your creditors, and eventually distributes your estate to your beneficiaries in accord with your stated intent. If a successor trustee fails to provide information to the beneficiary or breaches a fiduciary duty then litigation to protect the beneficiary’s interest may become necessary.
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Revocable Living Trusts
A Revocable Trust is created when a grantor transfers his or her personal and tangible property to a private trust agreement. The benefits of a revocable trust include: exclusion from formal probate proceedings, protection from incapacity, ensuring that your named beneficiaries receive your assets upon your death in a manner consistent with your intent, and to the extent legally possible, avoidance of estate taxation.
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Conservatorship Proceedings
A conservatorship is a formal court proceeding where a judge appoints a responsible person or private fiduciary (called the “conservator”) to care for another adult (called the “conservatee”) who can no longer care for himself or herself or manage his or her own finances.
Contact Us.
Contact us for an initial consultation. We welcome the opportunity to get to know you and discuss how we can design a customized plan capable of addressing your concerns and achieving your goals.