Wills, Trusts & Estates

Clients who desire a more holistic approach to estate planning.

• Nolo Document Review
• Gay, Lesbian, Bisexual, Transsexual, Transgender (LGBT) Rights

• Annuities
• Health Insurance
• Life Insurance

• Estate Taxes & Gift Taxes
• Negotiating IRS Payments & Settlements
• Power of Attorney
• Property Taxes
• Tax Planning

• Charitable Giving
• Charitable Trusts
• Drafting Trusts
• Drafting Wills
• Estate Administration
• Estate Planning
• Living Trusts
• Living Wills
• Probate
• Asset Protection
• Guardianship
• Power of Attorney
• Business Succession Planning
• Special Needs Trust
• Supplemental Needs Trust
• Revocable Trust & Irrevocable Trust

CA, Jun 1994
Bar Number: 170557

California and Federal.

San Fernando Valley Bar Association.

I teach continuing education seminars for the National Business Institute, and attend continuing legal education seminars on the topics of estate planning, trusts, probates, business planning.

Client comes in with a trust form they completed from the internet. I am able to tell them that first just completing the form is not enough. All their assets have to be titled in the right way for the trust to work properly. I then also inform them that the form is barely meeting their legal, tax, and asset protection needs. We end up redoing their plan and properly titling all their assets.

Recently had a client, who was concerned about a potential $750,000 law suit. We were able to discuss with the client how to set up a Nevada Asset protected Trust and Nevada LLC to fully and completely safeguard their assets.

Client recently died with a 15 million dollar estate, from a plan we didn't create, where many of the assets were not properly titled in the right way. We are now handling the trust administration and the probate that was caused from a plan that was no kept up to date and not properly 'funded.'

2

California

Gerald L. Kane & Associates focuses on providing asset protected plans and long term multi-generational trusts. In addition, we fully and completely protect families with minor children through our complete Kids Protection Plan. With this Kids Protection Plan, we ensure that your minor children are never in child protective services even for a second if something were to happen to you. For more information about this visit our website at www.estplan.com. Having a child with Special Needs means that we also focus on protecting families with Special Needs by designing well thought out Special Needs Trusts that can last for the next 100 years.

Our firm was established in 1994 and has been helping families with their trust, estate planning, trust administration, probate, and business needs for the last 16 years.

I started as a solo practitioner with the Law Offices of Gerald Kane and this firm transitioned to the firm it is today.

Trustee of Granada Hills Hospital Foundation, treasurer head of the nominating committee. Board Member of the Dubnoff Center, a school that is a pioneer for Special Needs.

Susan, Client Services Director.

(818) 905-6080

Monday through Friday
9:00 a.m. to 6:00 p.m.

Saturday by appointment.

After hours for our VIP Membership Clients Only.

Yes

Spanish.

We do not charge hourly rates (we've thrown the time clock out the window). All our fees are fixed fees agreed upon in advance. Every client has unique needs and things that are important to them. However, our fees generally range from $2,000 to $6,000. You can review our fee schedule on our website at www.estplan.com.

$390 an hour for senior attorney, $290 hour for Associate Attorney. However, we rarely charge hourly fees.

We have a Family Wealth Evaluation, which we normally charge $750. That fee will be waived for anyone who mentions that they found us on NOLO.

No.