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Estate Planning and Probate

Orange County Estate Planning Attorney

Wills - Trusts - Asset Protection - Tax Benefits

You are never too old or too young to consider your estate plan. Estate planning can accomplish two major objectives: Protect your assets and limit your tax liability. At The Law Offices of Marc Zimmerman, we help individuals and business owners accomplish both of these goals.

We realize you worked hard to accumulate your assets, whether it is a modest home or substantial estate, you want to determine how your assets will be passed on, rather than letting the state make that determination for you. In addition, you want to keep as much of your estate in tact as possible by limiting your tax liability. You also want to take advantage of any tax benefits while you are alive.

Orange County attorney, Marc Zimmerman, holds an LL.M. in taxation and has more than 25 years of tax and estate planning experience. Other lawyers often turn to Mr. Zimmerman for tax advice when creating estate plans for their clients.

For additional information regarding the benefits of retaining our services, please visit our firm overview.

For a free consultation to discuss your estate plan, with an experienced Orange County, California, attorney, please call us at 1-714-881-2582 or toll free at 1-866-586-1033.

Estate Planning and Probate

Mr. Zimmerman uses all the resources and tools at his disposal to create a custom estate plan tailored to meet your objectives. Our estate planning and probate services include:

  • Wills (including simple wills and pour-over wills)
  • Trusts (see Utilizing Trusts in an Estate Plan)
  • Advanced healthcare directives (living wills)
  • Leaving a legacy
  • Charitable donations and trusts
  • Asset protection
  • Limiting tax liability
  • Probate administration
  • Will contests and probate litigation
  • Bankruptcy protection

For additional information about your estate plan options, or to discuss your particular goals with an Orange County estate planning attorney with more than 25 years of experience, please schedule a free confidential consultation by calling us at 1-714-881-2582 or toll free at 1-866-586-1033. If you prefer, you could fill out the intake form, and Attorney Zimmerman will contact you.

For assistance with your tax, bankruptcy or estate planning issue, choose wisely…

Choose Marc Zimmerman, Attorney at Law; LL.M in Taxation

Notice: This Web site is not intended to provide tax advice nor create an attorney-client relationship. To the extent this Web site does offer tax advice, such advice is not intended to be used, nor should it be used for the purpose of avoiding any tax-related penalties under the Internal Revenue Code Prior to taking any action, we recommend consulting our law firm or another tax professional.

We are a debt relief agency. We help people file for bankruptcy relief under the Bankruptcy Code.