Trusts & Estates

Trusted Advice for Protecting Your Future

Whether you want to preserve your assets for future generations, obtain help administering an estate, or get advice on tax reduction strategies, the Law Offices of Tyler Q. Dahl has the background and experience needed to protect you, your family, and your legacy. We represent all types of clients who want legal strategies to help them plan for the future of their family and business. Our trusts and estate planning services range from wealth preservation and tax reduction to business succession strategies and arranging contingency plans for financial and healthcare decision making.

Estate Planning

We establish comprehensive estate plans for families and business owners. Proper estate planning safeguards your family, preventing unexpected events from decimating a lifetime of accomplishments and leaving your loved ones and your business at risk.

Wills

Wills are a cornerstone of the estate planning process because they deliver detailed instructions on the handling of your property and affairs. We draft both simple Wills and pour-over Wills that are implemented into a comprehensive estate plan.

Trusts

Trusts are legal devices that can be used to manage and protect property for your benefit or that of a loved one. We draft and advise clients regarding various types of trusts, including:

  • Revocable Living Trusts: Prepares your estate for an easier transition while maintaining privacy and avoiding the costs of probate.
  • Irrevocable Life Insurance Trusts: Enables your loved ones to receive your life insurance proceeds, undiminished by estate tax.
  • Charitable Remainder Trusts: Reduces taxable income by first dispersing income to trust beneficiaries for a certain period of time and then donating the rest to a designated charity.
  • Charitable Lead Trusts: Supports one or more charities for a period of time, with the remaining assets going to loved ones or other beneficiaries.
  • Asset Protection Trusts: Holds your assets to shield them from creditors and/or mitigate the effects of bankruptcy, divorce, or taxation.
  • Special Needs Trusts: Allows a disabled beneficiary to use of property held in the trust for his or her benefit, while allowing them to receive needs-based government assistance.
Probate

When a loved one passes away and probate is necessary, a family member is appointed by the court as a representative of the estate. We secure the appointment of the representative and help navigate the complex court procedures and other legal requirements to administer the estate.

Advance Health Care Directives

An Advance Healthcare Directive allows you to specify what healthcare actions should be taken if you are no longer able to make those decisions for yourself due to illness or incapacity. We draft Advance Healthcare Directives and advise clients regarding end of life wishes, health information privacy, and other health-related matters.

Financial Powers of Attorney

Our Financial Powers of Attorney services include drafting durable and springing Financial Powers of Attorney and advising you regarding the management of your financial affairs when you are temporarily or permanently incapacitated.

Trust Administration

We represent trustees in the administration of all types of trusts to ensure that they carry out their responsibilities according to the terms and avoid personal liability for breaching their fiduciary duty.

Tax Planning

Strategic tax planning can preserve more of your assets for the next generation. We support individual and corporate clients by establishing, implementing, and maintaining estate tax reduction strategies such as strategic gifting, business formation, and complex trust formation.

Family LLCs and Limited Partnerships

We form LLCs so family members can run the family business in a structured way and implement succession strategies more easily and effectively. We also form family partnerships to hold and preserve real estate and other assets for the benefit of future generations.

Asset Protection

Legal entities and trusts protect a family and business owner’s assets from business and personal liability. We will advise you on the most appropriate asset protection vehicle for your property type and goals.

International Estate Planning

In an increasingly mobile world, families are residing across the globe. We create and implement effective estate plans that account for the impact of U.S. tax laws on family members who live here and elsewhere. We also collaborate with your legal advisors in other countries to ensure that your estate plan coordinates with the laws of multiple jurisdictions.

At the Law Offices of Tyler Q. Dahl, our Sacramento Trusts & Estates team will strive to assist you in identifying and achieving your estate planning goals, in addition to advising you on all issues related to your business, estate, or personal tax matters. To schedule a consultation, please contact us.