Estate Planning

Lagerlof, LLP’s clients choose our estate planning team for its ability to build and secure their estate and optimize their financial security.

Lagerlof, LLP’s clients choose our estate planning team for its ability to build and secure their estate and optimize their financial security.

Our attorneys represent businesses, public entities, families, individuals, and trusts and estates. We assist with matters pertaining to estate planning, probate, will and trust preparation, power of attorney, insurance, retirement benefits, and more. We have deep knowledge of all aspects of estate planning and our team works hard to achieve client goals. 

Our areas of expertise are as follows: 

  • Estate planning, probate, will and trust preparation and administration
  • Asset protection 
  • Charitable giving, private foundations and trusts
  • Estate, gift, generation-skipping and income tax issues
  • Executor and trustee responsibilities
  • Guardianships/conservatorships and special needs trusts
  • Investment vehicles and long-term investment strategies
  • Life, disability and health insurance coverage
  • Marital agreements and community property rights
  • Probate, probate avoidance and estate management
  • Retirement benefits, pensions and qualified and nonqualified deferred-compensation arrangements
  • Revocable and irrevocable trusts
  • Powers of attorney
  • Probate and trust litigation
  • Tax-efficient wealth transfer strategies, tax elections and disclaimers
  • Evaluating estate plans in light of life-changing events such as births, deaths, marriages, divorces and incapacities

Joshua Driskell

jdriskell@lagerlof.com

Vanessa Terzian

vterzian@lagerlof.com

Jonathan Primuth

jprimuth@lagerlof.com

William Kruse

wkruse@lagerlof.com

Estate Planning Flyer:

Lagerlof, LLP is the largest firm in Pasadena. With 113 years of experience satisfying clients, we are leading the market in strategic support. We are a team of trusted legal advisors on a mission to provide every client with clarity and understanding to succeed in a complex world. Lagerlof, LLP stands for innovation tempered with practicality, for thoroughness countered with common sense, and above all else, for impeccable integrity.

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