Trusts & Estates

Preserving Your Legacy

Kevin Forrester Law routinely handles matters pertaining to the planning and administration of estates and trusts. Kevin has knowledge, skill, and experience in a wide range of estate planning areas, with emphasis on setting up revocable and irrevocable trusts, transferring wealth from one generation to the next with minimal tax impact, and administering decedents’ estates.

Wills and Trusts

Kevin Forrester advises clients in the planning and preparation of wills and both revocable and irrevocable trusts for the transfer of assets during life and at death. His strategies take advantage of applicable credits, exclusions, and exemptions to minimize tax implications for the estate. He also assists in preparing living wills, powers of attorney, health care proxies, and other documents that clients may need in the event of incapacity or illness.

Estate Planning

No matter what your needs or stage in life, Kevin can create a sophisticated estate plan that transfers your wealth smoothly and with minimal tax impact. Available estate planning techniques and tools include (but are not limited to):

  • Charitable lead and remainder trusts
  • Grantor retained annuity trusts
  • Qualified personal residence trusts
  • Family limited partnerships and LLCs
  • Crummey trusts

Estate and Trust Administration

Kevin Forrester advises both executors and trustees regarding their fiduciary obligations and assists them in fulfilling all responsibilities. Services include:

  • Preparation and filing all documents needed to probate a will
  • Assisting the fiduciary in collecting assets and retaining appraisers
  • Preparing court-ordered asset inventories
  • Preparing estate and trust accountings

Kevin will also represent fiduciaries and beneficiaries in contested wills, accountings, and other trust and estate-related matters. When disputes or frivolous claims threaten your inheritance, he protects your rights by negotiating and, if necessary, pursuing the matter in court.

Kevin Forrester understands how personal estate planning decisions are, and addresses them with sensitivity to your particular family situation and business goals. To meet with Kevin and discuss your needs, please contact him here or call 760.932.0999.