Sean provides comprehensive estate planning services. He is committed to educating clients about the benefits of a thorough estate plan—one that not only transitions assets and minimizes tax burdens, but also covers important decisions such as advanced health care directives, durable powers of attorney and nominations of guardianship.
Advanced Health Care Directives & Conservatorships
Charitable Gift Planning
Durable Powers of Attorney
Nominations of Guardians and Conservators
Probate of Estates
Probate and Trust Administration
Property Characterization Agreements
Succession of Family-Owned Businesses
Trust Services including:
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665 Camino De Los Mares,Suite 204A, San Clemente CA 92673 | (888) 212-3866