Savvy Estate Planning

Developing an Estate Plan customized to your needs and family dynamics is important. Our Living Trust attorneys’ personalized approach to estate planning protects your assets for generations to come.

Trust Administration

Carrying out the wishes and asset allocation within a Living Trust upon death is complex and emotional. Our knowledgeable and caring Living Trust attorneys will navigate this process with you.

Advanced Tax Planning

We offer a savvy tax planning service for high net-worth families, designed to preserve wealth now and for generations to come. Our legal experts build tax protection structures using specialty Trusts, LLCs, PRPs, and other sophisticated tools.

Practice Areas

Special legal strategies can protect your assets from attack now, and protect your heirs after you are gone.

What perfectly-legal secrets have very wealthy people used to cut their taxes since the beginning of taxation itself?

What is a Family Office? What are its advantages for high-net-worth families? What does a Family Office do?

You can complete probate on your own, but an attorney can make the process easier. What is the probate of a will? How does probate work in California? Do I need a lawyer for probate?

If you own any real estate in California – residential or otherwise – the property tax caps offered by Proposition 13 can play a dramatic role in your life.

How to do a private real estate transaction with a known buyer. We handle a broad range of private real estate transactions, from simple to complex, taxes, and hassle.

Are there any particular elder-care planning requirements in the state of California? We take a typical elder-care journey with Ann, age 80, and her daughter Jean.

For those who have loved ones with special needs — either physical or mental — devising a plan customized to their financial needs while not jeopardizing their access.

How Do Death Taxes and Estate Taxes Work? Is There a Death Tax or Estate Tax in California? Proposed California Estate Tax for 2020 Did Not Make Ballot. Federal Estate Tax Explained.

CALIFORNIA LIVING TRUST ATTORNEYS

At CunninghamLegal, we guide savvy, caring families in the protection and transfer of multi-generational wealth.

Our team of California Living Trust attorneys takes a highly personal approach to Estate Planning. We devote time and effort to fully understanding your assets, your personal goals, and the concerns you have for passing assets on to your loved ones; then we design a customized plan just for you.

ASSOCIATIONS WE PARTNERS WITH

OUR LOCATIONS

Our lawyers offer clients a range of integrated global capabilities, including some of the world’s most active M&A, real estate, financial services, litigation and corporate risk practices.

UPCOMING WEBINARS

CunninghamLegal invites you to attend our free, live legal webinars, where we present vital topics in Estate Planning, Finance, Tax Planning, Long-Term Care, Trust Administration, and more. Always, you can ask your own questions and get quick answers from our attorneys and prestigious guest speakers. We also create a wide variety of short informational videos. Please consider subscribing for updates.

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OUR PEOPLE

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Simply the Best Living Trust Attorneys in Westlake Village

Looking for the best Living Trust attorneys in the Westlake Village, Thousand Oaks, Newbury Park, or Calabasas, California area? Please consider our CunninghamLegal office in Westlake Village, headed by two popular and proven estate attorneys, Jeff Rosen...

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