(562) 760-1630

The Law Offices of Davis R. Zellmer

The Law Offices of Davis R. Zellmer 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

The Law Offices of Davis R. Zellmer understands 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.

Estate Planning

Without an estate plan, or living trust, the fates of your assets and your loved ones may be decided by attorneys or the government—so even if you have a modest estate, it’s still a good idea to take care of the basics of estate planning.
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.

Trust Administration

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, may be a critical tool in estate planning. It can help you think about the type of legacy you want to leave.

The Law Offices of Davis R. Zellmer will create a comprehensive plan that is tailored to your families 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

Providing Peace of Mind For Your Future

Talk to us! We promise we can help you! Call Now! (562) 760-1630


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