Estate planning attorney in Thousand Oaks with asset protection strategies
Planning for Conejo Valley Families
From Westlake Village to Newbury Park, families want clear wills and revocable trusts that fit Ventura County recording rules. We coordinate beneficiary designations, guardianship nominations, and funding steps so your plan works when it counts. Many clients review
wills and trusts to understand how a trust can avoid probate and keep matters private.
Asset Protection Strategies
Professionals and landlords often ask how to reduce risk. Our asset protection planning reviews liability insurance, titling, and the role of irrevocable trusts when appropriate. For rental properties near Lynn Rd or Moorpark Rd, we frequently set up family LLCs that separate business risk from personal assets and simplify gifting to the next generation.
Probate and Trust Administration in Ventura County
If a loved one dies, we guide executors through Ventura County procedures and support trustees with notices, appraisals, and distributions. We also coordinate with Prop 19 planning for LA County properties held by Conejo Valley families.
Prop 19 Considerations Across County Lines
Many Thousand Oaks families own homes in both Ventura and Los Angeles Counties. We show how Prop 19 affects a child who wants to keep a LA County residence and how to plan before transfer. For a quick overview, read our resources on planning for property tax base transfers.
Because Your Family Matters
Your family deserves clarity and calm. The Estate Planning & Elder Law Firm supports Woodland Hills and surrounding communities with approachable advice and actionable planning for multi-generational households.
