Estate Planning

Estate Planning - Welcome

Susan D. Nattrass
Wills, Trusts and Estate Planning. Protecting your family and protecting your business.

To be a good steward of your hard earned assets and to protect your spouse and children, you need to consider implementing a comprehensive Estate Plan. By planning ahead using wills and trusts  may protect your spouse and kids from lawsuits, over taxation, and if you have small children, from foster care.

If you live in the San Diego area you can schedule a free consultation to discuss a personalized plan to protect your family. Once we meet we will get to know each other and see if we would work well together. Everyone has different needs. You may need a revocable living trust, an irrevocable life insurance trust (ilit), a qualified personal residence trust (qprt) to protect a vacation home, or perhaps you are interested in a family limited partnership (flp).  I'm sure you will be confident in my ability to assess and address your estate planning needs.

When my clients sign their Estate Planning documents, they always tell me they feel relieved and experience a great sense accomplishment knowing they have taken the responsible steps to protect their family.

Thank you again for your interest. To read more about whether you need an estate plan read "Do You Need an Estate Plan?" I welcome your questions regarding Living Trusts or Estate Planning by e-mail or call me at 760.650.4021 to schedule a free consultation.

Practice Areas

Protecting Your Family and Protecting Your Business

Susan D. Nattrass works personally with families and individuals to ensure that inheritance and family gifts are allocated in the best possible manner. With over fourteen years experience, she focuses in the areas of Estate Planning, Business Planning and Asset Protection. This is her primary focus.

Estate Planning

Focus on estate planning estates for individuals of varied backgrounds.  Services to young couples, retired couples and individuals, entrepreneurs with highly profitable businesses, philanthropists and individuals with significant wealth include:

·         Asset Protection

·         Drafting Trusts & Wills

·         Estate Planning

·         Guardianship

·         Insurance Planning & Trusts

·         Living Trusts and Wills

·         Power of Attorney

·         Probate

·         Revocable and Irrevocable Trusts

Incorporation

Services to new businesses include:

·         Entity selection and formation

·         Tax strategy and planning

·         Documenting employment and incentive program