We place the legacy of your family in YOUR hands
ULG LAW APC serves:
Individuals
Families
Business owners
Entrepreneurs
Philanthropists
Our services are tailored to your goals, relationships and values.
ULG LAW APC focuses on:
Estate Planning: Trusts, Wills, etc.
Probate Administration: assisting family with settling the affairs of a loved one’s estate after their death.
Trust Administration: assisting the Trustee with their legal duties in administering a Trust.
Special Needs Trusts: helping to preserve government benefits and services for a special needs beneficiary after they inherit from a loved one.
Business Succession Planning: Planning to keep businesses functioning during incapacity and planning for retirement and death of owner.
At ULG LAW APC we believe in teamwork and collaboration with you and your existing professional advisors. By working in sync with your wealth and life planning goals, we are confident that we can satisfy your legal needs.
We believe in giving our clients the highest quality of legal services in a timely and efficient manner. ULG LAW APC is a boutique law firm that focuses on Estate Planning (Wills, Trusts, etc), Probate Administration (assisting family with settling the affairs of a loved one after death), and Business Succession Planning (assuring your business can continue operating during your incapacity and planning for the business following your retirement of death.
We are happy to answer any questions you have.
Estate Planning
What happens to YOU if you become incapacitated?
What happens to your STUFF when you pass away?
ULG LAW APC’s Estate Planning Practice consists of numerous strategies to accomplish your goals.
Probate
In California, when a deceased person has left assets valued in excess of approximately $200,000 which have not been placed in a living trust or joint tenancy ownership prior to death, a full PROBATE proceeding is very likely to be necessary. Full PROBATE proceedings are generally directed toward collection and management of assets, payment of debts and taxes, and the distribution of the balance of the assets as provided in the will. Most probate proceedings take 2+ years to be concluded and distribute your estate to your loved ones.
ULG LAW APC Living Trust Centered Plan
ULG LAW APC starts with the premise that every estate, regardless of size, is an important one. Whatever the size of your estate, you have spent your life accumulating it and want to preserve it from unnecessary taxes and administration fees and costs so that you can plan in a meaningful way for those you care about.
Business Succession Planning
When a business owner becomes incapacitated or passes away, WHAT HAPPENS TO THE BUSINESS?
Employees
Leases
Income to the business owner’s family
Who has authority to handle the business affairs?
All of these issues and more are part of BUSINESS SUCCESSION PLANNING
It is always our goal to work closely with you to provide you with the information you need to make good choices for yourself and your loved ones. If ever we can answer any questions or concerns, please do not hesitate to contact our office; we welcome your calls.
— ULG LAW APC —
We want to help, contact us today!
The two most important aspects of your LEGACY are your family and your assets. We help you set plans for everyone you love and everything you own.
Sign up to stay connected with us and be the first to know what’s going on with ULG LAW APC.