Botti & Morrison Estate Planning Attorneys

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Mon - Fri:	9:00 am - 5:00 pm

Places Near Ventura with General Practice Attorneys

Casitas Springs (10 miles)
Oak View (13 miles)
Saticoy (13 miles)
Oxnard (14 miles)
Channel Islands (14 miles)
Port Hueneme Cbc Base (15 miles)

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Extra Phones: Phone: (805) 544-0410
Categories: General Practice Attorneys, Attorneys, Bankruptcy Law Attorneys, Bankruptcy Services, Business Law Attorneys, Criminal Law Attorneys, Divorce Attorneys, Family Law Attorneys, Tax Attorneys, Wills, Trusts & Estate Planning Attorneys

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Phone: (559) 440-1233

Address: 31 N Oak St, Ventura, CA 93001

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Botti & Morrison Estate Planning Attorneys

Divorce
Adoption
Guardianship
Parents often intend to raise their children until they’ve reached adulthood, but sometimes factors outside of their control may render them unable to care for the child. The parents of the child may be suffering from the effects of a serious illness, serving in the military in another country, undergoing a drug/alcohol addiction, charged and incarcerated for a crime, they may have unexpectedly died, or they’re simply unable to provide adequate care. Whatever the reason may be, if the parents are unable to raise the child then another person in the child’s life can petition the court to establish guardianship.
Legal Separation
You cannot assume that divorce or legal separation invalidates your Durable Power of Attorney for Financial Purposes (or any other estate planning document for that matter.) If you do not want your ex-spouse making financial decisions on your behalf, you should immediately revoke your power of attorney.
Child Abuse
Conduct a background check on you and any adults living in the home for any record of child abuse or neglect

Forgery
The Trusts and Estates Podcast – Visit the official website for the Executive Committee of Trusts and Estates Section of the California Lawyers Association (TEXCOM) to learn more about their podcast called Trust Me! Access the site to listen to their various episodes hosted by experienced estate planning lawyers on a multitude of topics related to estates, wills, and probate such as inheritance forgery, trustee removal, and more.

Business and Corporate Law

Limited Liability Companies
Family Limited Partnership (FLP) / Limited Liability Company – Family Limited Partnerships and Limited Liability Companies are common estate planning tools that provide added creditor protection and reduce taxes on the overall estate.

Social Security Disability
Medicare is a federal insurance program paid out of Social Security deductions. All persons over 65 who have made Social Security contributions are entitled to the benefits, as well as disabled workers who have been eligible for Social Security disability benefits for at least two years. Medicare is not based on financial need. Anyone who meets the age, disability and/or coverage requirements is eligible.

Trusts and Estates

Estate Planning
An irrevocable life insurance trust (ILLIT) is an estate planning tool that owns and controls a permanent life insurance policy or policies while the insured…
Wills
There are many strategies and tools one can utilize for one’s estate plan, but one of the most important documents one must have on file is a Last Will and Testament. Without a will established, you will be considered to have died “intestate,” meaning state law will determine how your assets will be distributed. It also means your loved ones will have to go through an arduous and expensive process known as probate, which can be extremely costly depending on your situation.
Trusts
It can be daunting and, quite frankly, challenging to plan for you or your family’s financial future after death. However, it’s vital that every person has a comprehensive estate plan to ensure their assets are properly distributed and their loved ones pay the least in taxes, legal fees, and court costs after their passing. With very few exceptions limited to small estates valued below $184,500.00, your estate must go through a process known as probate if your comprehensive estate plan does not include a revocable living trust.
Power of Attorney
What many fail to realize before it’s too late is that if you’re incapacitated you’re legally prohibited from reviewing or signing official documents. Once a person loses capacity due to injury or illness it is too late as the State of California doesn’t allow that person to sign a power of attorney, or any other document. Loved ones of the incapacitated will then only have one option, which is to go to court and pursue a conservatorship. This can be an extremely time-consuming, expensive and humiliating process that’s public for the world to see.
Probate
Attorneys Christopher Botti and Paul Morison have over 60 combined years of experience resolving complex Estate and Probate Law matters in California.

Bankruptcy
Tax Law
Mr. Botti advises clients on all aspects of estate, gift and generation-skipping tax planning, including the creation of revocable trusts, irrevocable life insurance trusts, qualified personal residence trusts, charitable remainder trusts, private annuities, private foundations, grantor retained annuity trusts, family limited partnerships and dynasty trusts. He also assists clients in the funding of revocable trusts and the preparation of estate and gift tax returns, all forms of trust and probate administration, including the purchase and sale of large trust assets, the combination and termination of trusts, the appointment of successor trustees and petitions for declaratory judgment.

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