As a full service law firm serving Southern California since 1897, Reid & Hellyer APC provides comprehensive estate planning and litigation services for large and small estates. Our estate and probate lawyers and wills and trust attorneys serve families and individuals throughout Riverside, San Bernardino, San Diego, Los Angeles and Orange County.

Our estate lawyers hold experience with estate planning that is specifically designed to reduce or eliminate estate and gift taxes, utilizing life insurance trusts, qualified personal residence trusts, charitable remainder trusts, family limited partnerships and other vehicles.

Trust & Estate Planning

Our trust and estate planning attorneys are committed to providing the highest level of personalized service. Out lawyers take into account each of our clients’ circumstances in order to create the best-performing and most appropriate estate planning strategy.

Wills, trusts, living trusts, special needs trusts and living wills

Our wills and trusts attorneys have experience with the most common types of estate planning documents, including living trusts, pour-over wills, durable power of attorneys and advanced health care directives. We also assist clients in legally expressing their wishes regarding life prolonging medical treatments should they become incapacited, and provide legal services for special needs trusts, which help to maintain continued government benefits for an heir who has a disability.

Intergenerational wealth transfer strategies

At Reid & Hellyer, our California estate planning attorneys provide counsel for clients on the strategies available to preserve wealth and protect assets during the passing of one’s estate. Our attorneys are skilled in the financial and legal strategies families and individuals implement to hand down their estate, including a business, while reducing their tax burden to the greatest extent possible. We work to create a personalized intergenerational wealth transfer strategy that is tailored to complement each of our clients’ financial circumstances.

Trust and probate administration

Upon one’s passing, individuals may sometimes implement a trust that requires a designated third party to carry out the distribution of their assets according to desired rules and guidelines. The trust lawyers at Reid & Hellyer are skilled in drafting trusts and are knowledgeable about the processes involved with trust and probate administration. Our attorneys can act as trust and probate administrators themselves. We also provide legal services for spousal property petitions, trust amendments, trust division upon the death of a spouse and trust funding.

Wills, Estate, Trust and Probate Litigation

Named as one of the top law firms for litigation in California by U.S. News & World Report and Best Lawyers, Reid & Hellyer’s attorneys are known for the dedication and vigor with which we represent our clients in the courtroom. As a full-service law firm, our estate, trust and probate litigation attorneys are known as among the most reputable throughout Riverside, San Bernardino, Orange County, Los Angeles and San Diego.

Daniel E. Katz is one of our noted attorneys who focuses 100% of his practice on litigation, and represents clients involved in trust and probate disputes. He represent clients in contested matters, including those who have been denied their rightful share in the estate of a deceased loved one, will contests, lawsuits centering on the misinterpretation of estate planning documents, trustee removal proceedings and trust termination proceedings. Our probate and trust practice also represents clients involved in disputes centering on incapacity, fraud, breach of fiduciary obligations and disputes centering on the failure to correctly account and manage estate assets.

If you are in need of an estate lawyer or wills & trust attorney in Riverside, San Bernardino, San Diego, Los Angeles or Orange County who is knowledgeable in all facets of California estate law, contact us online or call (951) 682-1771 to learn more about how our estate lawyers can help you plan for the future.

Our estate attorneys are skilled in all facets of California’s estate laws, including…

  • Wills and trusts, including living wills and special needs trusts
  • Trust, estate, and probate administration
  • Intergenerational wealth transfer strategies
  • Business and personal succession planning
  • Powers of Attorney
  • Charitable and not-for-profit entities
  • Executive compensation arrangements
  • Conservatorships