Daniel Weiner, founder and managing attorney of award-winning San Diego estate planning firm Weiner Law, shares various ways to protect children’s inheritance from lawsuits and creditors through adequate estate planning. In the firm’s latest informative video, Dan discusses different ways estate planning can be used to ensure that an individual’s heirs get the most benefit from their hard-earned assets.
Dan discusses different methods of distributions that can be made through estate planning. He reiterates that an individual can choose to have the assets transferred to the children when they turn 18 or have them distributed in different stages of the child’s life.
He also walks the viewers through the process of setting up a lifetime asset protection trust. Dan explains that this type of trust holds the asset for the heir’s entire lifetime. A trustee manages the trust and distributes the funds for the child’s various needs including education, healthcare, and other support needs which helps protects the assets from creditors or lawsuits.
As the founding attorney of Weiner Law, Dan has been assisting people in protecting their hard-earned assets through adequate estate planning. He recognizes that preparing for the future and ensuring that a person’s assets and loved ones are protected is not easy. Thus, Dan uses his knowledge and experience in the field of estate planning to help individuals navigate the confusing financial and legal decisions needed to achieve their estate planning goals.
Weiner Law and its team of skilled estate planning attorneys understand that every individual has different needs and goals when it comes to planning for the future. Some individuals want to protect their assets from creditors, others are hoping to minimize the taxes, and there are those who want to ensure their beneficiaries get the assets they leave behind.
The firm’s estate planning lawyers listen patiently to an individual’s needs to design a suitable estate plan that achieves their goals. Weiner Law follows a strategic process that involves listening attentively, analyzing the client’s needs, and creating a plan to ensure that the client’s assets are protected and their loved ones are provided for.
Weiner Law offers legal representation in various areas including estate planning, creating wills and trusts, probate administration, trust administration, elder law, and planning for minor children.
Visit Weiner Law’s office at 12707 High Bluff Drive Ste. 125, San Diego, CA 92130, or call 858-333-8844 for an evaluation.
12707 High Bluff Drive Ste. 125
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No PARAGON CHRONICLE journalist was involved in the writing and production of this article.