Services

Estate Planning

Maximize the benefit of all the laws to protect your estate and carry out your personal wishes with professional advice on all estate planning matters.

Wills and Trusts

Living trusts and wills are the two principal ways to manage your heriditary estate. Each method has it benifits so it is important to look at your unique situation to decide what is best for you and your family. Learn more about Wills and Trusts
Law Books on a bookshelf

Trust Administration

A trust administrator carries out the terms of the trust, including the trust tax return, trust management, and protecting the assets of the trust. Administration of a trust can be very complicated. The Law Offices of Suzanne M. Graves assists families administer trusts according to the trust documents and assist with the legal formalities associated with the administration process.

Probate

Probate is the legal process of settling the estate of a deceased person and can be a difficult and complicated process. That is why it helps to have a professional assist with the legal aspects of this process. Learn more about Probate

Asset Protection

There are literally hundreds of different techniques to protect different categories of assets.By implementing a properly crafted asset protection plan an individual can legitimately put a significant portion of his assets out of the reach of judgment creditors and still retain substantial control over these protected assets

Family Limited Partnership (FLP's)

Family Limited Partnership is used to move wealth from one generation to another.

Generally the estate owner(s) transfer property (business interests, real estate investments, publicly traded or privately held securities) to an FLP in exchange for general and limited partnership interests. Learn more about FLP's

Corporations

A corporation is an artificial legal entity which, while made up of a number of natural persons or other legal entities, has a separate legal identity from them. As a legal entity the corporation receives legal rights and duties.

Incorporating is one of the best ways a business owner can protect his or her personal assets. Most people choose to incorporate solely for this reason, but there are other advantages as well. For example, the corporate business structure saves you money in taxes, provides greater business flexibility and lets you more easily raise capital.

Charitable Planning

By using tax planning and incentives that encourage giving, Charitable Planning is the process of facilitating and designing gifts to charitable organizations using financial tools and legal techniques for the gifting. One benifit of Charitable Planning is that by structuring donations into a unified plan, donors maximize for themselves, their families, and their worthy causes the tax and nontax benefits of their gifts while they are alive and even after their death.

The techniques involve both revocable and irrevocable trusts and can be quite intricate. By utilizing someone specializing in estate planning and who has vast knowledge of the gifting process the donor can ensure that thier wishes are followed with the best use of the law.

Tax Planning

Primarily focuses on reducing taxes associated with the transfer of assets (gift tax, estate tax and generation skipping transfer tax). Some strategies include Life Insurance Trust, Qualified Personal Residence Trust, Grantor Retained Annuity Trust, Asset Protection Trust and Family Limited Partnership.

Medi-Cal Planning

A method for satisfying the high costs associated with nursing home care by applying for and getting approved for Medi-Cal. Qualifying for Medi-Cal offers relief from nursing care in a certified facility, as long as the applicant is eligible. The application targets assets, income and prior asset transfers.