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Zellmer Estate Planning, APC
The Zellmer Estate Planning, APC is dedicated to creating the proper plan for your unique needs. We look forward to meeting with you personally to discuss the best strategy to preserve and maximize your wealth, now and for your future. Put your living trust into the hands of a professional.
Creating Estate Plans To
Fit Your Needs
We understand that life is busy. To make the process a little simpler, we schedule appointments with our clients at their place of convenience. We will come to your office, home, or any other location to discuss your particular needs, including a living trust.
Davis Zellmer
Davis Zellmer founded Zellmer Estate Planning, APC, with one goal in mind – to bring peace of mind to his clients by ensuring that their loved ones are relieved from the burden of probate. He has spent over a decade building a reputation as an honest and reliable attorney that can assist in all matters pertaining to the creation of your Estate Planning documents or assisting in the trust administration. The key to Zellmer Estate Planning, APC, is to create a tailored plan in which all of your unique familial situations are taken into consideration and you leave feeling that a burden has been lifted. Let us help you check this off your “To Do” List!
Megan Zellmer
Megan Zellmer rejoined Zellmer Estate Planning in 2022. At the onset of her legal career, Megan worked in securities fraud litigation. After several years, she founded an estate planning firm in San Diego in 2009. After moving back to the Los Angeles area, she transitioned into the corporate financial sector where she spent over a decade specializing in compliance and regulatory risks associated with fiduciary and trust accounts for large scale institutions. She is excited to work in her adopted hometown of Los Alamitos where she can work directly with people and make a bigger impact. She is passionate about assisting individuals and families get through those hard conversations in order to create a plan that makes sense.
Everyone should have an up-to-date
Last Will and Testament or Living Trust
Everyone should have an up-to-date Last Will and Testament or Living Trust to ensure that your belongings go to your desired beneficiaries. Many people believe that your belongings pass regardless of whether you have a will or trust, but this is not the case in today’s age. A person dying intestate (without a will or trust) is at risk of having their estate incur significant taxes and even pass to beneficiaries that were never intended.
Many people accumulate wealth in their retirement accounts and own assets that, when added together, have value. A properly drafted trust, a legal arrangement drafted by an attorney that transfers property to a trustee, can be a critical tool in estate planning. It can help you think about the type of legacy you want to leave.
Zellmer Estate Planning, APC will create a comprehensive plan that is tailored to your family’s specific needs. We will analyze your current will/trust or start from scratch and ensure that your family will benefit to the greatest extent possible.
Types of trusts available:
- Revocable Living Trust or Inter Vivos Trust
- Irrevocable Living Trust
- Testamentary Trust
- Beneficiary’s Trust or Separate Share Trust or Spendthrift Trust
- Third Party Special Needs Trust (Supplemental Needs Trust)
- First Party Special Needs Trust (Supplemental Needs Trust)
- Credit Shelter Trust
- Marital Trust
- QTIP Trust
- Generation Skipping Trust
- Grantor Retained Annuity Trust (GRAT)
- Charitable Remainder Annuity Trust (CRAT)
- Charitable Lead Annuity Trust (CLAT)
- Charitable Remainder Unitrust (CRUT)
- Irrevocable Life Insurance Trust (ILIT)
- Totten Trust
- Gun Trust
- IRA Trust
- ….and more