Estate Planning Services Made Affordable and Simple for Everyone We Help to Insure the Orderly Distribution of Your Assets upon Death "Jeffrey A. Mentzos is an Estate Planning Attorney, who has helped California Families set up Estate Plans through the use of Family Trusts, Business Entities and Family Foundations for over 20 years."
Estate Planning Services Made Affordable and Simple to Everyone We Help to Insure the Orderly Distribution of Your Assets upon Death "Jeffrey A. Mentzos is an Estate Planning Attorney, who has helped California Families set up Estate Plans through the use of Family Trusts, Business Entities and Family Foundations for over 20 years."I have over Twenty Years of Estate Planning experience, helping families of modest wealth to families of greater means.
Every family is different, so every Estate Plan is different. Family Estates can be passed to their beneficiaries/heirs by way of a Family Trust. The Family Trust is an excellent and efficient way to pass property, real and personal, to family members, friends and/or charities, by the Trustors.
Estate Planning Services Made Affordable and Simple to Everyone We Help to Insure the Orderly Distribution of Your Assets upon Death "Jeffrey A. Mentzos is an Estate Planning Attorney, who has helped California Families set up Estate Plans through the use of Family Trusts, Business Entities and Family Foundations for over 20 years."I have over Twenty Years of Estate Planning experience, helping families of modest wealth to families of greater means.
Every family is different, so every Estate Plan is different. Family Estates can be passed to their beneficiaries/heirs by way of a Family Trust. The Family Trust is an excellent and efficient way to pass property, real and personal, to family members, friends and/or charities, by the Trustors.
Services
About
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It is our mission to enable clients to pass their estates to those whom they chose while at the same time, protecting assets from lawsuits, and subjecting the Estate to unnecessary costs, fees and taxes.
Plan for the present and future by forming a proper, efficient and effective estate plan for the benefit of family members for life and beyond.
We make your Estate Plan Easy to understand.
Our jobs are a lot easier when you know the details of YOUR Estate Plan.
When you complete your estate plan will know what your trust function is along with all supporting documentation.
Plan for the present and future by forming a proper, efficient and effective estate plan for the benefit of family members for life and beyond.
We make your Estate Plan Easy to understand.
Our jobs are a lot easier when you know the details of YOUR Estate Plan.
When you complete your estate plan will know what your trust function is along with all supporting documentation.
About Jeffery
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My name is Jeffrey A. Mentzos and I hold a Bachelor of Arts Degree from Menlo College, Class of 1988; and Master of Science in Laws, class of 1994 & Juris Doctorate, from Peninsula University College of Law, class of 1996.
I have been licensed here in California to practice Law/Estate Planning for over 20 years and I have set up estate plans, small and large for all people of all walks of life, throughout California.
I also hold a Real Estate Brokers license in California and have over 22 years of residential real estate experience helping both buyers and sellers obtain and/or dispose of real estate in very difficult markets.
I have been licensed here in California to practice Law/Estate Planning for over 20 years and I have set up estate plans, small and large for all people of all walks of life, throughout California.
I also hold a Real Estate Brokers license in California and have over 22 years of residential real estate experience helping both buyers and sellers obtain and/or dispose of real estate in very difficult markets.
Estate Planning
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Peoples Estates are like flowing bodies of water.
Serene and peaceful one moment and a tempest the next.
If the water is flowing freely without anything to inhibit its flow, everything is fine.
However, when something gets in the way of the flow of the water, this can cause major damage to anything in its path.
Stop the latter from happening and create your Estate Plan NOW!
An experienced California estate planning attorney is essential in helping to secure a families assets for orderly and efficient distribution when the time comes.
Serene and peaceful one moment and a tempest the next.
If the water is flowing freely without anything to inhibit its flow, everything is fine.
However, when something gets in the way of the flow of the water, this can cause major damage to anything in its path.
Stop the latter from happening and create your Estate Plan NOW!
An experienced California estate planning attorney is essential in helping to secure a families assets for orderly and efficient distribution when the time comes.
Family Foundations
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A Family that has much success in building wealth during their lifetime, may be able to later avoid Federal Estate Tax (40% in 2020 over the exemption amount) by creating a Family Foundation.
This creates a legacy for your family to help fund charitable purposes which your family championed during mom and dad's lifetime.
In addition, these types of organizations offer effective tax strategies for income and capital gains tax.
You have worked hard to provide wealth for yourself and your family and now, you would like to give back.
This creates a legacy for your family to help fund charitable purposes which your family championed during mom and dad's lifetime.
In addition, these types of organizations offer effective tax strategies for income and capital gains tax.
You have worked hard to provide wealth for yourself and your family and now, you would like to give back.
Business Planning
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You have had your business for over twenty years.
You are operating as a sole proprietor and have spent this time building and creating wealth for you and your family and life is rather, excellent.
Then, while working, something happens, you get involved in a lawsuit and have judgement entered against you.
Your entire nest egg is subject to attachment.
This would not have happed if you separated your personal assets from your business.
Proper Business Planning can help shield your personal assets from creditors who sue your business.
You are operating as a sole proprietor and have spent this time building and creating wealth for you and your family and life is rather, excellent.
Then, while working, something happens, you get involved in a lawsuit and have judgement entered against you.
Your entire nest egg is subject to attachment.
This would not have happed if you separated your personal assets from your business.
Proper Business Planning can help shield your personal assets from creditors who sue your business.
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