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Providing well structured estate planning and tax strategies

Trusts and Estates

Beyers | Costin's Estate Planning Group meets with and counsels clients on all aspects of their estate needs, from general estate planning to advanced planning with high net worth clients and business owners. A general estate plan is typically comprised of a trust, wills, and powers of attorney. Advanced planning may include irrevocable trusts, partnerships, LLCs. The following is a sample of the estate planning services offered:

  • Living Trusts
  • Wills
  • Powers of Attorney for Health Care and Asset Management
  • Trust Funding
  • Trust Administration
  • Probate
  • Trust & Probate Litigation
  • Beneficiary Representation
  • Conservatorships & Guardianships
  • Special Needs Trusts
  • Irrevocable Life Insurance Trusts
  • Qualified Personal Residence Trusts
  • Family business succession
  • Family Partnerships and LLCs
  • Gift planning
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200 Fourth St  PO Box 878  Santa Rosa, CA 95402   Tel 707.547.2000  Fax 707.526.2746   info@beyerscostin.com