Orange County Trust and Probate Lawyer – David L. Crockett

David Crockett, attorney-CPA,  has 30-Years+ Experience in Trust, Probate, Wills & Estate Planning

Orange County Trust and Probate Lawyer - David-Crockett

With over 30 years of experience as your Orange County Trust and Probate Lawyer, David Crockett, J.D., CPA, has helped countless clients with their Trusts, Probate, Wills, Estate Planning, Taxes, Asset Protection, and Real Estate issues that intersect and dovetail with trusts, estates and tax planning. Mr. Crockett is rated as an “AV Preeminent” lawyer with the “highest possible rating in both legal ability and ethical standards” by the Martindale Hubble lawyer directory. He also has an Avvo rating of “Superb-10.0” in the field of trusts and estates.

The ultimate goal is to minimize taxes and to avoid expensive estate litigation while making certain that your loved ones are taken care of in the event of your death or disability. David works personally with all of his clients to advise them on their choices and to prepare the documents they need to help them achieve their goals. Tax consequences of all situations are always considered.

Trust Litigation & Disputes, Will Contests, Real Estate Quagmires, lis pendens Actions

It is not uncommon for individuals or businesses to find themselves involved in legal disputes involving an estate, trust or guardianship. Disputes such as a will contest, inheritance, creditor claim or spousal rights may become ugly very quickly which may result in devastating financial consequences for all parties involved if not solved quickly. We have 35+ years of experience untangling these disputes and thousands of real life stories that are likely very similar to your own current circumstance. These real life stories often make criminal law pale in comparison for potential TV movie scripts! Life can be messy! We are here to help you straighten out the disputes and legal issues ending in the best possible outcome. SOME “MESSY” STORIES HERE

Services: Trusts, Probate, Wills, Estate Planning, Taxes, Asset Protection & Real Estate

  • Trusts— Living Trusts (Revocable & Irrevocable), Life Insurance, Generation-Skipping Trusts
  • Probate— Probate Litigation, Probate Administration, Probate Avoidance
  • Wills— Simple Wills, Pour-Over Wills, Lost Wills, Will Challenges
  • Estate Planning— Living Trusts, Married & Single Persons, Advice, Documents
  • Taxes— Tax Planning, Tax Preparation, Unfiled Tax Return(s)
  • Asset Protection— For Businesses & Individuals, To Reduce/Eliminate Taxes
  • Real Estate— Manage Tax Consequences, Plan Future Succession, Reduce or Eliminate Capital Gains

Trusts

To avoid probate, your assets would need to be placed into a living trust. Money and property is placed into a trust before your death and generally will not be subject to probate court proceedings. ARTICLES on Trusts

Probate

Probate is a time consuming process no matter how small the estate. The probate court procedures have rules that allow heirs and creditors and taxing authorities to file claims and force various disputes to be decided by the Court. A living trust would eliminate the need for Probate. Also, there are high mandatory attorneys fees on all probate estates. ARTICLES on Probate

Wills

A Will is a written document which states to whom a person’s belongings, money and property are to be given upon death. A will must be prepared according to law to be valid and enforceable. What happens if there is no Will? - If there is no will, then the laws of the State of California found in the Probate Code decide who gets what on the Testator’s death. ARTICLES on Wills

Estate Planning

There are many variations to an estate plan and each one is custom tailored to your personal situation. A typical estate plan will avoid probate and (i) be changeable (revocable); (ii) will keep your estate out of the probate court system; (iii) will keep your affairs private; (iv) will have a definite plan as to who receives your money and property on your passing; (v) will provide for your surviving spouse; (vi) will be set up to save estate and gift taxes; (vi) will minimize property tax increases on your passing and (vii) consider income tax implications of transfers of money and property. ARTICLES on Estate Planning

Taxes & Tax Planning

Image of David Crockett's Our services are focused on providing effective wealth management and protection methods while handling the complex tax issues involved, from how to save on taxes to avoiding mistakes caused by disregarding tax implications. We counsel clients on various legal ways to minimize or eliminate estate and income taxes such as life insurance trusts, family limited partnerships and various other techniques.

If your tax issue is likely to reach audit or tax court, a tax attorney is a good choice. Unlike enrolled agents, accountants and non-attorney CPA’s, tax attorney-CPA’s can have frank conversations with you, explore your options all while maintaining attorney-client privilege and cannot be forced to provide information to third parties or testify against you. ARTICLES on Taxes

Asset Protection

For clients with significant assets, whether personal or business related, protecting them and preserving them for future generations is a priority. Asset protection can involve a variety of techniques to give protection against creditor lawsuits and to maintain confidentiality. ARTICLES on Asset Protection

Real Estate

Nearly every estate planning or trust situation in Orange County involves real estate. One of the main focus areas of the firm is estate planning and estate administration. This area intersects with real estate when clients have a trust or an estate or a business and must develop plans for how to transfer future assets, manage tax consequences and handle future succession. ARTICLES on Real Estate


Attorney, Certified Public Accountant & Real Estate Broker

All matters are reviewed from three points of view: Lawyer, CPA and Real Estate Broker. David L. Crockett’s experience and licenses allow him to provide sophisticated, practical and understandable advice and solutions. The typical estate or asset situation, usually involves a combination of legal, financial and tax questions as well as real estate marketing and operational questions. As a 3 in 1 expert, Mr. Crockett is in a unique position to provide practical and cost-effective advice in all these areas. He is familiar with and has access to most all commonly used forms for real estate deals, wills, trusts and estates. Down to earth explanations of the tax and financial aspects of any deal or estate are routine.

Licensed Real Estate Broker

Mr. Crockett is also a commercial real property owner and a licensed California Real Estate Broker (DRE 01909116). His personal real estate property holdings include hotels and apartments. As a result, David has firsthand knowledge and experience dealing with property owners’ issues including, daily operations, landlord-tenant matters, property management, property accounting and real estate taxes, cash flow and lending. He actively brokers homes and commercial properties through Bespoke Realty, Inc. Bespoke-Realty.com (DRE 01932820)

Our Philosophy in taking care of our clients

We work aggressively to solve legal problems and create documentation and plans that function in the real world. Since we also do administration and litigation of probates, trusts, wills, estate planning and real estate situations we have a broad perspective. Documents and plans for wills, trusts, LLC’s, Limited partnerships and corporations that are not properly prepared can lead to disputes, tax problems, misunderstandings and expensive litigation.

We have developed many unique checklists and written explanations to guide most clients in dealing with wills, trusts, probates, estate planning and trust administration.

Attorney, Certified Public Accountant & Real Estate Broker

Conveniently located in Newport Beach near the John Wayne Airport

Conveniently located in Newport Beach near the John Wayne Airport; catty-corner from Fletcher-Jones Mercedes; —right behind the rear entrance of Newport Lexus on Dove Street [MAP to Office]

Give us a call and schedule a no cost Introductory meeting right now (949) 851-1771