Business Details
Trusted Estate Planning & Probate Services in Fullerton
Established over three decades ago, our firm specializes in estate planning and probate law, serving clients throughout Orange County, California. We prioritize personalized legal solutions tailored to each client's unique needs, utilizing tools such as revocable living trusts, wills, and advanced healthcare directives. Our practice focuses on asset protection, probate avoidance, and ensuring seamless wealth transfer while maintaining strict compliance with state and federal regulations.With extensive experience in trust litigation and elder law, we provide comprehensive guidance through complex legal processes. Our commitment to community service and deep understanding of local legal landscapes enhance our ability to serve clients effectively. We maintain transparent communication throughout every case, emphasizing long-term client relationships built on trust and professionalism.
Services
Estate Planning
Probate Administration
Trust Litigation
Wills and Trusts
Medi-Cal Planning
Business Succession
Conservatorships
Personal Injury
Charitable Planning
Special Needs Trusts
Highlights and features
- We offer over 30 years of specialized experience in California estate law
- Our practice combines technical legal expertise with personalized client service
- We maintain active community involvement and local legal knowledge
- Our solutions focus on long-term asset protection and probate avoidance
- We provide transparent communication throughout all legal proceedings
What people say
Compassionate and experienced
Saved time and money
Personalized legal solutions
Effective dispute resolution
Clear communication
Services
Estate Planning
Our estate planning services create comprehensive strategies to protect assets and ensure proper distribution. We develop customized plans using revocable living trusts, wills, and advanced directives that meet individual client needs while minimizing tax implications. Our approach considers family dynamics, business interests, and charitable giving objectives to create legally sound documentation that preserves wealth across generations.
Probate Administration
We guide executors through California's probate process while managing estate administration requirements. Our services include asset inventory, debt settlement, tax filing, and distribution of assets according to will or state law. We help clients navigate supervised and unsupervised probate proceedings while addressing potential disputes between beneficiaries to ensure efficient resolution of estate matters.
Trust Litigation
Our firm handles contested trust matters involving interpretation disputes, trustee removal, and beneficiary challenges. We represent clients in cases concerning testamentary capacity, undue influence claims, and trust modification proceedings. Our approach focuses on resolving conflicts through negotiation while preparing for courtroom advocacy when necessary to protect client interests in complex trust litigation matters.
Wills and Trusts
We create durable legal documents for asset distribution and incapacity planning. Our services include drafting last wills, revocable living trusts, special needs trusts, and irrevocable insurance trusts that address tax planning and creditor protection. We ensure proper funding of trusts while maintaining compliance with evolving estate laws to implement effective wealth transfer strategies for clients' beneficiaries.
Medi-Cal Planning
Our elder law practice specializes in long-term care planning and Medi-Cal eligibility strategies. We help families navigate nursing home cost management, asset protection, and crisis planning while maintaining quality care standards. Our approach balances immediate care needs with long-term financial security considerations to develop practical solutions for senior healthcare planning challenges.
People
Aaron Charles Gregg
Attorney at Law
With over 30 years of experience in California estate law, Aaron Gregg provides personalized legal solutions for estate planning and probate matters. A Fullerton resident since 1968, he graduated from California State University, Fullerton and Western State University Law School. Active in community service, he has served on multiple local boards while maintaining focus on client-centered legal representation.
Questions
What estate planning documents are essential for California residents?
Every California resident should have a revocable living trust, durable power of attorney, and advance healthcare directive. These documents ensure proper asset management during incapacity and efficient distribution after death while avoiding probate court involvement.
How does Medi-Cal planning work for nursing home care?
Our Medi-Cal planning strategies help families protect assets while qualifying for necessary long-term care benefits. We implement legal tools that balance immediate care needs with preservation of family wealth for future generations.
What happens if someone dies without a will in California?
When a California resident dies intestate, state laws determine asset distribution among surviving family members. This process often creates unintended outcomes that may not reflect the decedent's wishes or family needs.
How can trusts help avoid probate?
Properly funded revocable living trusts allow assets to transfer directly to beneficiaries without probate court involvement. This approach maintains privacy, reduces administrative costs, and expedites asset distribution compared to traditional probate proceedings.
What distinguishes your trust litigation practice?
Our trust litigation practice combines deep estate law knowledge with courtroom experience. We effectively resolve disputes involving trust interpretation, trustee accountability, and beneficiary rights while prioritizing clients' best interests.
