MCB Estate Planning
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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.  If you know the type of business entity you would like, I can help create the operating documents.  I can refer you to attorneys and accountants for consultation on the type of business entity that may be correct for your situation.   We have been involved in business planning issues for clients with assets ranging from very little to hundreds of millions of dollars.

Special Needs Trust

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.  This type of language is provided in each and every revocable trust created as part of the templates.

Why Choose Us?

  • Accessibility

    When you ask for me, you get me.  Unlike most financial service professionals, I even give out my cell phone number.

  • Experience

    I’ve been doing nothing but this type of work for 15 years and I am in my early 40’s.  I have the credentials and experience needed to a great job, but young enough that I will be around when your heirs need me.

  • Passion

    Most estate planning attorneys fell into this practice area – I chose it.  I knew even before law school that I found an area where I could work with real people to get real results and have a significant positive impact on their lives.

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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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  • Contact
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