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trusts, estates & estate planning
PROVEN LEGAL EXPERTISE FOR TRUSTS, ESTATES & ESTATE PLANNING
Fletcher & Mack’s preeminent Trusts, Estates
& Estate Planning attorneys guide clients in
all aspects of planning, administration, and
litigation related to the setup and management
of trusts and estates. With decades of individual
and collective experience, our attorneys are
dedicated to providing clients with the highest
level of responsiveness, professionalism, and
personal service.
Group attorneys offer proven expertise in
estate planning, from simple wills and trusts,
to complex plans utilizing family limited
partnerships, charitable trusts, private
foundations, and other sophisticated estate
reduction techniques. We advise clients in the
administration of trusts and estates of all sizes.
Our litigation attorneys are highly skilled at
handling both simple and complex disputes in
and out of Probate Court.
CUSTOMIZED ESTATE PLANNING
Our Trusts, Estates & Estate Planning attorneys provide
specialized services customized to meet the unique
needs of every client. We advise individuals and
families from all walks of life and in every life stage,
including professionals, entrepreneurs, business
owners and executives, domestic partners, and retirees.
Comprehensive planning services include:
• General Estate Planning
• Income, Estate, Gift, and Generation-Skipping Tax Planning
• Business Succession Planning
• Asset Management Planning (including Real Estate)
• Charitable Gift and Trust Planning
• Retirement Benefits Planning
• Insurance Trust Planning
• International Planning
• Health Care Planning
• Planning for Incapacity
INTERNATIONAL TAX & ESTATE PLANNING
Our attorneys provide international tax and estate
planning services. We offer inbound advice for non-U.S.
residents who plan on transferring assets to the United
States, or purchase property in the United States. We
offer outbound advice for U.S. citizens or residents
who own or are planning to invest in assets outside of
the United States. Our attorneys assist in compliance
with IRS reporting requirements associated with these
assets or transactions and work with local counsel to
resolve international planning issues.
International planning services include:
• Qualified Domestic Trusts
• Foreign Trust Compliance and Reporting
• Mandatory Reporting of Foreign Financial Assets
• Reporting of Certain Transfers from Non-U.S. Residents
• Planning for Foreign Investments in U.S. Real Property
TRUST & ESTATE ADMINISTRATION
Our attorneys are experts at guiding clients through the
complicated administration of an estate or a trust after
the death of a family member, friend, colleague, business
partner, or loved one. We understand trust and estate
administration is often emotionally challenging, and are
committed to providing compassionate and professional
services throughout the administration period.
Our attorneys assist with all aspects of trust
and estate administration including:
• Probate Administration
• Advising Trustees
• Preparation of Accountings
• Preparation of Trust Allocations and Trust Splits
• Preparation of Estate and Gift Tax Returns
• Change of Title to Assets and Real Estate
• Facilitation of Non-Probate Transfers
• Small Estate Administration
LITIGATION — ADVOCACY IN ACTION
Our attorneys are highly skilled in the
representation of clients in all facets of trust
and estate disputes. We successfully represent
beneficiaries, family members trustees,
executors, professional fiduciaries, charitable
organizations, and creditors in disputes such as:
• Will Contests
• Trust Contests
• Estate Administration and Management Disputes
• Conservatorships and Guardianships
• Breach of Fiduciary Duty Claims
• Accounting Controversies
• Trustee Removals
• Tortious Interference with Inheritance Rights
(Undue Influence, Fraud, Negligence)
• Creditor Claims
• Elder Abuse Actions
Founded in 1939, Higgs Fletcher & Mack is San Diego’s
oldest, full-service law firm. We make it our business
to know our clients and their competition, constantly
expanding and evolving in the areas where they have
needs. We look for solutions, focusing on the economics
of our clients’ interests. The firm’s 70+ lawyers are,
individually and collectively, committed to the personal
and professional values that make us exceptional in the
legal services industry.
401 West A Street, Suite 2600San Diego, CA 92101
phone (619) 236.1551fax (619) 696.1410
www.higgslaw.com