MCB Estate Planning
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Overview

I provide basic estate planning services for clients.  These services include trust-based estate planning, tax planning, charitable planning, preparation of wills, financial powers of attorney, and advance health care directives.  I consult with a team of attorneys, accountants, financial planners, and other professionals on issues related to estate and tax planning.

  • Estate Planning

    I provide flat fee estate planning document production for clients.  The basic trust-based estate plan will include a revocable trust, certification of trust, wills, financial powers of attorney, advance health care directives, deeds, and other documents.  I work with the client’s other advisors (financial planners, accountants, etc.) to take a team approach to the client’s needs.

  • Trust Administration

    I provide limited trust administration services for both trustees and beneficiaries.  For trustees, I can provide documents to assist in the initial administration all the way through distribution to help make the trustee’s life easier.  For beneficiaries, I let them know what to expect through the trust administration and provide information so a beneficiary can determine whether the trustee is performing their job adequately.

  • Probate Administration

    I provide limited probate administration document production services for those named as an executor or parties that have priority to be appointed administrator of their loved one’s estate.  Although I will not represent you in court, I take pride in taking one of the most difficult times in a client’s life and making it a little easier for them.

  • Business Planning

    Certain business ventures, including, but not limited to, your own business, rental real estate, and joint ownership of real estate, can be risky.  Business Planning may include the creation of a corporation, limited liability company, or partnership to better protect your other assets in the event things do not go as planned.  We can be a part of your team that helps draft documents for your particular needs.

  • Special Needs Trusts

    Too often, my clients have beneficiaries who are unable to care for themselves.  These beneficiaries may already be receiving needs-based public benefits, such as Medi-Cal or SSI.  Getting an inheritance from you would likely disqualify your beneficiary from continuing to receive those benefits.  A Special Needs Trust can be utilized on its own or embedded within your estate plan to supplement the needs-based public benefit that beneficiary may receive without jeopardizing current or future benefits.  Every trust created by us has special needs capabilities.

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MCB Estate Planning

  • Main Office
  • Address: 3017 Douglas Blvd, Suite 300, Roseville, CA 95661
  • Phone: 916.774.7562
  • Mobile: 916.798.6102
  • Email: michael@mcbEstatePlanning.com

Disclaimer

This web site is designed for general information only. The information presented at this site should not be construed as providing legal advice.

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MCB Estate Planning

Main Office Location
3017 Douglas Blvd, Suite 300,
Roseville, CA 95661

Phone: 916.774.7562
Mobile: 916.798.6102

Email: michael@mcbestateplanning.com

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  • Estate Planning
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  • Probate Administration
  • Additional Services
  • About Us
  • Contact
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