Business Details
Estate Planning & Probate Services in Fullerton
For over three decades, our firm has specialized in estate planning and probate law, serving clients throughout Orange County, California. We prioritize personalized legal solutions tailored to each client's unique needs, focusing on protecting assets and ensuring peace of mind for families. Our expertise includes wills, trusts, Medi-Cal planning, and trust litigation, with a commitment to compassionate, client-centered service.We guide clients through complex legal processes while emphasizing probate avoidance strategies and long-term care planning. Our team combines extensive experience with a deep understanding of the emotional and financial stakes involved in estate matters. We maintain active involvement in the local community and professional organizations to better serve our clients' evolving needs.
Services
Estate Planning
Probate Administration
Trust Litigation
Medi-Cal Planning
Wills and Trusts
Business Succession
Conservatorships
Personal Injury
Special Needs Planning
Charitable Planning
Highlights and features
- We offer 40+ years of legal experience in estate planning and probate law
- Our team provides personalized service tailored to individual client needs
- Specialized expertise in Medi-Cal planning and long-term care strategies
- Proven track record in trust litigation and probate administration
- Active community involvement and local market knowledge in Orange County
What people say
Compassionate and experienced
Saved time and money
Quick and efficient resolution
Personalized attention
Expert problem-solving
Services
Estate Planning
Our estate planning services create comprehensive strategies to protect assets and ensure client wishes are honored. We develop customized wills, trusts, and advance directives that address both immediate needs and long-term goals. Clients benefit from our expertise in tax planning and probate avoidance while receiving compassionate guidance through sensitive legal matters.
Probate Administration
We guide executors through California's probate process with efficient case management and court representation. Our services include asset inventory, debt settlement, tax filing, and distribution of inheritances according to will or state law. Clients receive ongoing support to navigate complex legal requirements while minimizing delays and costs during estate settlement.
Trust Litigation
Our firm handles trust-related legal conflicts including contested amendments, trustee removals, and beneficiary disputes. We represent clients in mediation and court proceedings to resolve issues like undue influence claims or trust interpretation disagreements. Our approach focuses on protecting client interests while seeking efficient resolutions to trust administration conflicts.
Medi-Cal Planning
We develop strategies to qualify for Medi-Cal benefits while preserving family assets for future generations. Our planning addresses nursing home costs, home care expenses, and eligibility requirements through legal tools like irrevocable trusts and asset transfers. Clients receive guidance on balancing immediate care needs with long-term financial security considerations.
Wills and Trusts
We create legally sound wills and various trust structures including revocable living trusts and special needs trusts. Our documents ensure proper asset distribution while addressing guardianship for minors and healthcare directives. Clients receive ongoing support to update these critical documents as life circumstances change over time.
People
Aaron Charles Gregg
Attorney at Law
Practicing law for 40 years in Orange County, Aaron focuses on estate planning and probate. He graduated from Western State University Law School and actively participates in local community organizations. His seven children and two grandchildren ground his understanding of family dynamics in estate matters.
Questions
What estate planning documents are essential for California residents?
Every California resident should have a will, revocable living trust, durable power of attorney, and advance healthcare directive to ensure comprehensive asset protection and decision-making authority.
How can I avoid probate in California?
Establishing a properly funded revocable living trust, using beneficiary designations, and holding property in joint tenancy with rights of survivorship can help California residents avoid probate court proceedings.
What happens if I die without a will in California?
California's intestacy laws will determine asset distribution, typically dividing property between surviving spouses and children according to statutory guidelines rather than personal preferences.
How does Medi-Cal eligibility work for nursing home care?
Medi-Cal considers both income and asset limits for long-term care coverage. Our planning helps clients meet eligibility requirements while preserving family assets through legal exemption strategies.
What's the difference between a will and a trust?
Wills require probate court validation while properly funded trusts avoid probate. Trusts offer greater control over asset distribution timing and can provide management during incapacity, unlike wills.
Can I modify an existing estate plan?
Yes, we recommend reviewing and updating estate plans every 3-5 years or after major life events like marriage, divorce, or significant asset changes to ensure continued relevance and effectiveness.
