Established in Old Towne Orange in 2009, P. E. Smith, Esq. - Attorney At Law has been providing trusted and reliable Estate Planning services for over a decade. From simple Trusts, to comprehensive Estate Plans, we approach every project as a unique opportunity to protect your family and provide you peace of mind.
TRUST: A trust is a legal instrument that transports your property after your death. A trust operates privately, and is not processed by the Court. We will draft your Trust and customize it to suit the specific needs of you and your family. POWER OF ATTORNEY: A power of attorney is a legal instrument that appoints an agent to manage your finances if you are alive, but incapacitated.
TRUST: A trust is a legal instrument that transports your property after your death. A trust operates privately, and is not processed by the Court. We will draft your Trust and customize it to suit the specific needs of you and your family. POWER OF ATTORNEY: A power of attorney is a legal instrument that appoints an agent to manage your finances if you are alive, but incapacitated.
Services
An Estate Plan generally refers to a set of legal documents that are designed to: protect your personal and financial interests while you are alive, set forth your end of life decisions and instructions, and ensure that your assets are transferred to whom you wish, in the amounts your choose, after you die.
Death is a part of life. It is a complex inevitability that can be difficult, overwhelming, and depressing. From a legal perspective, the first thing that usually should be done when a loved one dies is - nothing. Don't take any legal action. Take the time to grieve your loss, carry out the services your loved one called for in their Estate Plan, and spend time with your family.
Not all Trust Estates are the same, but in general, being the Trustee is difficult. As a spouse, you may assume that all of your partner's assets will be transferred to you automatically. That is not always true. As a child who has lost a parent, being selected as the "trustworthy" child can be flattering, but now you have legal obligations to live up to.
Duty to Deal Impartially with Beneficiaries, While Taking Their Differing Interests Into Account. Duty to Provide the Terms of an Irrevocable Trust Upon the Request of Any Heir of the Deceased. Duty to Act in Accordance with Fiduciary Principles When Granted "Absolute", "Sole", or "Uncontrolled" Discretion.
A Guardianship Trust nominates the future Legal Guardian of your children, and places key assets into a Trust to be held for their benefit. When parents of young children die, it is extraordinarily traumatic and disruptive.
A Guardianship Trust protects your childrens' future by ensuring that your children are taken care of by the specific Guardian that you choose, and that the assets you leave for your children are managed for the childrens' benefit by the responsible adult of your choice.
A Guardianship Trust protects your childrens' future by ensuring that your children are taken care of by the specific Guardian that you choose, and that the assets you leave for your children are managed for the childrens' benefit by the responsible adult of your choice.
Reviews (5)
Luis Amenero
May 30, 2020
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After spending a lot of time researching Family Law Attorneys in the Los Angeles and Orange County areas, I had the good fortune of being referred to Patrick Smith from another Attorney. I wasn't sure what to expect and was somewhat nervous about the process. From the beginning, he was polite, caring, patient and reassuring. He navigated my situation and helped me achieve the desired outcome. Which was to obtain full custody of my children due to child abuse from their mother.
I pretty much owe my life to Patrick, He an amazing attorney, the best. I feel safe knowing I have him as my attorney
I pretty much owe my life to Patrick, He an amazing attorney, the best. I feel safe knowing I have him as my attorney
Twoweeled Soto
May 21, 2020
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If you need an excellent attorney for your Trust, give Mr Patrck Smith a call. You won't regret it. I thought about hiring someone to help fill out forms. Friends repeatedly warned me against it, for a few big reasons. I researched, and realized I needed more than just "cookie cutter" forms filled out for me. I now understood, what friends were telling me. It just isn't worth the savings, when you will not get the advice and guidance you will with an attorney. When you start this process, you'll quickly realized, there are so many more considerations to plan for.
Luckily, someone referred me to
Luckily, someone referred me to
S. M.
May 07, 2019
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Joey Bolohan
Dec 07, 2017
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Sharon Gonzales
Oct 26, 2016
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Attorney Patrick Smith was referred to me by another amazing attorney, Attorney Eric Fitzgerald (Family Law). What a great referral! Attorney Smith went out of his way to explain the law, as it pertained to my case. He was extremely patient and very thorough in his explanation. He even took the time to do an extensive write-up, so I could understand the law from a lay person's point of view. He was also extremely fair and very reasonable in the amount he charged. Thank you, thank you, Sharon
