Trusts and Estates

GUICHARD, TENG & PORTELLO works closely with individuals to develop estate plans that provide for protection of assets, access to those assets during life, distribution of assets according to the client's wishes upon death, and the reduction of the costs of probate and estate and inheritance taxes.

Our estate planning services include:

• Valuation of estate planning needs

• Preparation of wills

• Preparation of estate planning trusts

  • irrevocable trusts

  • living revocable trusts

  • grantor retained income trusts

  • grantor retained annuity trusts

  • qualified personal residence trusts

  • life insurance trusts

  • children's education trusts

• Preparation of powers of attorney

  • general power of attorney

  • limited power of attorney

  • special power of attorney

  • springing power of attorney

  • healthcare power of attorney

• Preparation of ancillary estate planning documents

• Family limited partnerships and family LLCs

• Pre-Marital Agreements

Click here to download the Client Estate Personal Information Form. Please contact us at (925) 459-8440 for more information.