TRUST & ESTATE

Gresham Savage works with individuals and families to help them achieve their estate planning goals.  We work with trustees and beneficiaries to guide them through the administration of trusts and estates.  Our full range of estate planning services includes the preparation of wills and revocable trusts, comprehensive business succession planning, and the planning and administration of multigenerational trusts. We work with our clients to develop lifelong strategies to transfer family assets. 

We also provide trust and estate dispute resolution and litigation services for clients addressing a variety of issues, including breach of fiduciary duties, beneficiary claims, and tax controversies. Our litigation attorneys have the experience, knowledge, and resources to advocate for our clients’ rights as fiduciaries or beneficiaries. 

We work with our clients’ financial advisors, accountants, and other professionals to accomplish their goals efficiently and effectively. Estate planning and trust administration can be overwhelming for clients, and we make every effort to ensure the process is understandable and meets our clients’ goals. 

Areas of practice include: 

  • Estate planning, including the establishment of living trusts, wills, durable powers of attorney for property management, and advance health care directives
  • Advanced wealth transfer planning, including life insurance trusts, limited liability companies, and qualified personal residence trusts
  • Charitable gift planning, including charitable remainder trusts and charitable annuities
  • Business succession planning and family asset transfers
  • Trust and estate administration
  • Probate administration
  • Representation of fiduciaries and beneficiaries in disputed matters, including will contests, trust disputes, and fiduciary accountings
  • Tax preparation, including federal estate tax, and gift tax returns
  • Property tax issues related to changes in ownership

 

San Bernardino, CA
550 E. Hospitality Lane
Suite 300
San Bernardino, CA 92408

T 909-890-4499
F 909-890-9877

San Diego, CA
401 West A Street
Suite 925
San Diego, CA 92101

T 619-794-0050
F 619-615-2180