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Estate and Tax Planning Attorneys in Southern CA

Cummins & White, LLP is located in beautiful Newport Beach, CA. We provide comprehensive estate and tax planning advice for our clients, with more than three decades of experience.

Experienced Attorneys for Estate Planning

We serve individual and corporate trustees, private foundations, charities, personal representatives, beneficiaries, and high net worth individuals. At Cummins & White, LLP, we work to to ensure that our clients assets are maximized and protected. We strive to help our clients achieve their financial goals.

A few of the Estate & Tax Planning areas we offer services in are:

  • After-death estate and trust administration
  • Assistant for executors
  • Trustees representation
  • Advising beneficiaries
  • Probate matters
  • Conservatorships or guardianships issues

Estate Dispute Resolution & Litigation

With Cummins & White, LLP on your side, you can face any of these disputes over estate in California courts:

  • Claims regarding fiduciary duties or obligations
  • Modifications of will or trust provisions
  • Removal or change of trustee or personal representative
  • Testamentary capacity issues
  • Undue influence claims
  • Validity and enforceability of will or trust provisions
  • Valuation of business and other assets
  • Will and trust interpretation

Estate Planning in Southern California

Our firm assists clients with Estate Planning issues such as:

  • Review of beneficiary designations for life insurance and retirement plans
  • Asset titling—listing the correct owners of all titled property and ensuring that registrations align with your estate plan
  • Charitable giving, including charitable trusts, private foundations, and donor advised funds
  • Estate, gift, and generation-skipping transfer tax planning
  • Family business succession planning
  • Family limited partnerships and limited liability companies
  • Financial powers of attorney
  • Gun trusts, including NFA firearms trusts
  • Healthcare directives and living wills
  • Intrafamily loans
  • Irrevocable life insurance trusts
  • Irrevocable life insurance trusts
  • Lifetime giving programs
  • Multi-generational estate planning and trusts
  • Planning for incapacity
  • Prenuptial and postnuptial agreements
  • Probate and trust administration
  • Special needs trusts and supplemental needs trusts
  • Stock options and executive benefits
  • Values-based planning
  • Wills and revocable trusts

Contact a Newport Beach, California, Estate & Tax Lawyer

We service many areas in California, but we specialize in helping our neighbors in:

  • Newport Beach
  • Huntington Beach
  • Garden Grove
  • Costa Mesa
  • Irvine, CA
  • Anaheim
  • Long Beach, CA
  • Fullerton
  • Lake Forest
  • Other Southern California communities

Consult with one of the Estate & Tax Planning Attorneys at Cummins & White, LLP. Serving the Newport Beach and surrounding areas in southern California. Cummins & White provides cost-effective assistance to protect your assets.

Contact us today to set up an appointment >

OR CALL 949-852-1800