We Aggressively Fight For What you Deserve


Upon the death of a loved one, nothing is more shocking or disturbing than when the contents of a will don’t add up. Many factors can prove a person’s last will and testament to lack validity, such as mental state, improper influence, fraud, coercion, lack of formalities, or even mistakes. The bottom line is, if you have recently lost a loved one and are surprised by the contents of their last wishes, LS Carlson Law can help formulate an aggressive legal strategy to get you what you deserve but don’t wait, there are several important deadlines which are critical if you wish to contest.

Types of Estate Disputes


The experience of your legal representation can be the difference in your dispute’s outcome.

Exceptional estate planning requires an integrated, hands-on approach. To facilitate this process, we first partner with our clients to identify their unique financial goals and objectives and generate a comprehensive asset inventory to ensure strategic legal protection. Then, we meticulously engineer an estate plan to ensure that our clients achieve optimal results and protection. LS Carlson Law’s estate planning division offers a multitude of legal services that include:

Abused Beneficiary

Trust Contest

Trustee Theft

Trust Accounting

Will Contest

Undue Influence

Challenge Power of Attorney

Fraud

We Can Assist in the Process


At death, necessary and important administration must take place. Whether it is trust administration, estate administration, or probate, our estate planning division has experience addressing a spectrum of estates and trusts ranging from insolvent to taxable estates. Our objective is to ensure the decedent’s estate is managed properly, effectively, and efficiently to alleviate the burdens during such a trying time. Prob. Code §7001.

(949) 421-3030

POST-DEATH CHECKLIST FOR SURVIVING FAMILY MEMBERS


Losing a loved one can be an incredibly challenging time. Handling the administration of their passing can be frustrating and often times mourning survivors don’t know where to begin. This checklist will ensure many important matters regarding their estate are addressed.

EXPERTISE IN ESTATE PLANNING

Our Estate Planning department is lead by attorney Linda Honey. Ms. Honey practices exclusively in the area of trusts, wills, estate planning, and succession planning with special expertise in advising high net worth individuals and administering taxable estates, including the preparation and review of estate tax returns. Ms. Honey has drafted, planned, and administered various irrevocable trusts, such as special needs trusts, charitable remainder trusts, intentionally defective grantor trusts, GST trusts, and dynasty trusts. Applying her experience from business litigation, she tailors every estate plan to maximize inheritance and minimize liabilities and costs for individuals, families, and businesses.

Estate Planning for All Stages of Life


LS Carlson Law offers global estate planning legal services for individuals, families, and companies of all sizes, affluency levels, and complexities. Our robust offerings include asset protection, wills, trust preparation and administration, and real estate transfers. Whether it’s a straightforward trust for an individual or family that owns a home, or a complex, high-net worth, estate plan involving multi-faceted structuring, lifetime gifting, valuations, and advanced irrevocable trust strategies, we will provide you with the estate planning and trust solutions you need to protect your family legacy.

Young Family

Mid 20s to Late 30s

You are the parents of young children, have a home, and are looking to protect your kids should something happen to you and/or your spouse.

Considerations:

  • Guardianship for Children (Minors)
  • Define Inheritance Criteria (Ages, Milestones, etc.)
  • Avoid Costly Probate
  • Maximize Control & Flexibility

Estate Growth

Early 40s to Late 50s

Your kids are in high school or college. You are in a state of growth in the form of asset accumulation and want to make sure that those assets are protected.
Considerations:

  • Protect Assets
  • Minimize Liabilities
  • Define Asset Allocation
  • Tax Reduction

Golden Years

Retirement - 60+

You are enjoying the fruits of your labor. You are thinking more about your legacy and want to make sure your wishes are met when you pass.
Considerations:

  • Personal Comfort
  • Healthcare Directives
  • Legacy Preservation (Asset Allocation)
  • Estate Tax Minimization

LS Carlson Law vs Other Options

LS Carlson Law

We understand there is no “one-size-fits-all” approach to estate planning. Your assets, children, wishes, and needs are unique to your situation, which is why it is critical to devise a plan specific to your circumstances. Getting this wrong could unravel your objectives and be extremely costly. We also understand needs change over the years and are active in making sure your plan remains in line with your current goals. Our team also specializes in tax law and knows what it takes to minimize your liability both now and upon any asset transfer. Simple or complex, we will ensure your estate plan holds up when it matters most.

DIY Online Form

It can be tempting to use an inexpensive website to generate a seemingly “simple” trust for your estate plan. Over the years, we have worked with countless clients that have gone this route. Without fail, these plans are almost never in line with our client’s actual goals or expectations and can have significant negative tax implications or other unforeseen liabilities. This is often due to a question within the generic online questionnaire either not being fully understood, answered incorrectly, or an important question was simply never posed.

Bargain Attorney

Using an actual estate attorney is almost always has a better outcome than the online self-service systems, however, are still not without fault. The majority of attorneys that provide bargain planning set up cookie-cutter products with the sole goal of avoiding probate. This is obviously a start but almost always falls short of our client’s expectations. Oftentimes corners are cut relating to taxes, asset allocation, succession, child guardianship, and more intimate legacy planning.

TESTIMONIALS


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ABOUT US


LS Carlson Law is proud to offer our clients a dynamic and effective legal team with top academic and professional credentials. Our estate planning division is well-equipped to tailor every estate plan to maximize inheritance and minimize liabilities and costs for individuals, families, and businesses. In addition to having a hard-earned reputation for legal excellence, our lawyers are also well known for their superior writing and innovative, client-centered approach. In short, the lawyers at LS Carlson Law excel because they are among the best at what they do.

It really is that simple.

OUR TEAM


Linda Honey

Senior Associate

Dominic Carucci

Partner

Paul Deese

Partner

Jeffrey Kominsky

Partner

James Calkins

Senior Associate

Ryan Davies

Senior Associate

Shelby Daws

Associate

Ramy Galal

Associate

Shane Micheil

Associate

Steven Shack

Associate

Phong Tran

Senior Associate

Justin Walley

Associate

Chris Xouleis

Associate

Alexandria Zuccolotto

Associate

CONTACT


ADDRESS

85 Enterprise, Suite 310
Aliso Viejo, CA 92656

L.S. Carlson Law

HEADQUARTERS

85 Enterprise, Suite 310 Aliso Viejo, CA