Asset Protection
Often, estate planning involves creating wills and trusts. However, in California, a will alone does not avoid the probate court, which is why a revocable trust plan is so important. Many people do not realize the time and money that they will save when they create a solid trust plan. California's rules are very different than the rest of the country, and if you have a home, business, or financial accounts totaling more than $188,500, a trust is the only way to keep your affairs private and away from the Court's control. A trust is a legal contract under which someone whom you select and trust can control and follow your specific wishes on how to take care of your assets for the benefit of another party (children, family, etc. ). Types of trusts include revocable living trusts and...
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Estate Planning
- Probate
- Asset Protection
- Elder Law / Medi-Cal Planning
Sentiment Analysis
Patrick, Shadi, Carol, Jay and the entire staff were amazingly kind, patient, professional, classy and extensively thorough.
During the tax session this year, we asked our Tax Preparer if they had any recommendations, and they were quick to refer us to Valerie Pasion of Asset Protection & Elder Law Center.
I have recommended her to all of my contacts and look forward to working with her ongoing.
I had spoken with several highly rated offices prior, but decided on the spot that this was the office of choice for me!
Not only did he make us feel relaxed with his friendly and personable demeanor - but we were impressed that he was so familiar with our family, our trusts, and our decisions off the top of his head.
We experienced great service and are happy with the results.
She shared the pros and cons of each one and convinced me that the direction I was going was not the best one.
Very clear, providing information and options.
Everyone was warm and welcoming and the interactions we had with our attorney (Valerie Pasion) were very reassuring.
As a fellow attorney, I would recommend them for their superior results and the great atmosphere at their firm.
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