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San Diego Estate Planning Attorney

Professional Experience You Can Trust

Michael B. Furman

Michael B. Furman, Estate Planning Attorney

I have extensive experience in estate analysis and planning, probate and trust administration, and business and real estate transactions. Over the years I have developed close ties to San Diego accountants, brokers and trust officers, and other financial and investment advisors. I work together with such professionals to maximize services for my clients.

I graduated with a Bachelor of Arts from the University of California at Santa Barbara (1976). I obtained a Juris Doctor (cum laude) from California Western School of Law (1979) followed by a Masters of Law in Taxation (LL.M.) from Georgetown University Law Center in Washington, D.C. (1980). I am also a licensed California real estate broker, life insurance agent and notary public.

Basic Estate Plan with Living Trust

The living trust estate plan is a comprehensive set of documents, fully customized to meet your individual needs and desires. The living trust plan is a plan that everyone should have even if their estate is not large enough to be subject to the federal estate tax. Our estate plan with a living trust includes the following items:

  • Living Trust
  • Pourover Will
  • Assignment of Tangibles
  • Durable Power of Attorney for Finances
  • Certification of Trust
  • Advance Directive for Health Care
  • Property Agreement (married couple)

Advanced Estate Planning

Advanced estate planning techniques are often employed to reduce or eliminate the federal estate tax burden, or to preserve or qualify for certain public assistance benefits. Some of these techniques are as follows:

  • Structuring for Medi-Cal Eligibility
  • Grantor Retained Income Trusts
  • Charitable Remainder Trusts
  • Family Limited Partnerships
  • Irrevocable Life Insurance Trust
  • Qualified Personal Residence Trust
  • Special Needs Trusts

Estate Settlement

When a person dies, his or her estate must be settled or administered. The settlement process depends upon whether the decedent had no estate plan or only a Will, on the one hand, or a revocable living trust, on the other hand. We provide comprehensive estate settlement services and guide the administrator or trustee through this complex process.

  • Probate Administration
  • Trust Administration

Other Services Provided

  • Business Services
  • Real Estate Services
  • Life Insurance Services

 

Contact San Diego Estate Planning AttorneyIf you have questions or need assistance with planning or settling an estate, contact Michael B. Furman at 858-592-9493 or by completing the Request Information form on this website. We are committed to giving you the best advice and legal representation possible. Michael B. Furman has provided quality legal services for over 28 years. As a valued client, we guarantee you will receive the highest quality of legal representation and advice. We look forward to your call or email and look forward to helping you and your family with your legal matter.