- Avoid probate!
- Minimize estate taxes and defer payment of them, if the size of the estate justifies such planning.
- Provide the easiest possible transition upon the death of one spouse survived by the other, with maximum control in the survivor.
- Provide trusts for younger beneficiaries or elderly beneficiaries.
- Succession planning for a business or real estate portfolio.
Mr. Tigerman is the past president of the Estate Counselors Forum (Century City) and a California State Bar Association Certified Specialist in Estate Planning, Trust and Probate Law. He is a “family lawyer” (but not in the sense of a divorce or marital dissolution attorney) in that he represents the family, through the generations, with their business issues and transactions, estate planning matters, and post-death trust administration.