Living Trust Planning for Business & Real Estate Owners

If you own a business, real estate, or both, a basic will is often not enough. I help business owners and property owners create living trusts that protect assets, avoid probate, and ensure continuity when something happens.

This is not one-size-fits-all estate planning. This is thoughtful planning designed for people with real assets and real responsibilities.

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This Is for You If You Own Assets

You may benefit from a living trust if you:

  • Own one or more rental properties

  • Own an LLC or corporation

  • Are a business partner or sole owner

  • Have minor children and assets

  • Want to avoid probate and court involvement

  • Want clear instructions for business continuity

If this sounds like you, this page is for you.

Why Business and Property Owners Need More Than a Will

For business owners and property owners, wills often:

  • Do not avoid probate

  • Delay access to assets

  • Create operational uncertainty

  • Increase the risk of disputes

  • Leave business decisions unclear

A properly structured living trust addresses these issues directly.

How I Help

I work with you to:

  • Design a living trust tailored to your assets

  • Coordinate business interests with estate planning

  • Address real estate ownership and transfers

  • Ensure continuity for your business or investments

  • Reduce the risk of disputes and court involvement

My focus is clarity, protection, and practicality.

Living Trust Planning Includes

Living Trust Planning Includes

  • Revocable living trust

  • Pour-over will

  • Powers of attorney

  • Health care directives

  • Asset-specific guidance for businesses and properties

  • Clear explanation of how everything works

How the Process Works

  1. Initial consultation to understand your assets and goals

  2. Drafting tailored documents

  3. Review and explanation

  4. Execution and next-step guidance

No guesswork. No confusion.

What Clients Appreciate

Clients value clear explanations, responsiveness, and practical guidance - especially when planning involves businesses or real estate.

Protect What You’ve Built

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Serving clients throughout Pasadena, Los Angeles County, Orange County, and Southern California.