Rachel Feder Law

Services

Estate Planning Services

Secure your family’s future and protect your assets with our guidance and estate planning process. We are committed to helping you navigate the complexities of estate tax law to ensure your wishes are honored and your loved ones are provided for.

Our Estate Planning Services Include:

Trust Formation

Explore the benefits of establishing trusts to avoid the probate process, provide for specific needs and incapacity, and potentially reduce estate taxes. Ensure that your assets are distributed according to your wishes, minimizing the potential for disputes among heirs. We will guide you through the various trust options available and help you choose the most suitable for your situation.

Will Drafting

Craft a comprehensive and legally binding will tailored to your unique circumstances.

Trust Administration

Navigate the trust administration process seamlessly. We'll guide you through the necessary legal procedures, ensuring the timely distribution of assets and resolution of trust matters.

Power of Attorney

Designate a trusted individual to make financial decisions on your behalf in case you are unable to do so. Our attorneys will help you draft a power of attorney that aligns with your preferences and meets legal requirements.

Advanced Healthcare Directives

Clearly outline your medical preferences and end-of-life decisions through advanced healthcare directives. Appoint an agent to make medical decisions for you when you are unable to do so for yourself. Our attorneys will assist you in creating documents that reflect your wishes and ensure they are legally recognized.

Estate Tax Planning

Minimize potential tax liabilities for your heirs through strategic estate tax planning. We stay informed of the latest tax laws to provide you with the most effective strategies for preserving your wealth.

Guardianship Planning

Safeguard the well-being of your minor child(ren) by appointing a guardian of your choice.

Creditor Protection and Wealth Succession Planning

Shield your assets from potential creditors and legal challenges. Our attorneys will work with you to develop effective strategies for protecting your wealth and preserving it for future generations.

At Rachel Feder Law, APC, we understand the importance of thorough estate planning. We are committed to providing personalized and compassionate services to help you achieve peace of mind regarding your legacy. Contact us to schedule a consultation and take the first step towards securing your family’s future.

Estate Planning Services

Secure your family’s future and protect your assets with our guidance and estate planning process. We are committed to helping you navigate the complexities of estate tax law to ensure your wishes are honored and your loved ones are provided for.

Our Estate Planning Services Include:

Explore the benefits of establishing trusts to avoid the probate process, provide for specific needs and incapacity, and potentially reduce estate taxes. Ensure that your assets are distributed according to your wishes, minimizing the potential for disputes among heirs. We will guide you through the various trust options available and help you choose the most suitable for your situation.

Craft a comprehensive and legally binding will tailored to your unique circumstances.

Navigate the trust administration process seamlessly. We’ll guide you through the necessary legal procedures, ensuring the timely distribution of assets and resolution of trust matters.

Designate a trusted individual to make financial decisions on your behalf in case you are unable to do so. Our attorneys will help you draft a power of attorney that aligns with your preferences and meets legal requirements.

Clearly outline your medical preferences and end-of-life decisions through advanced healthcare directives. Appoint an agent to make medical decisions for you when you are unable to do so for yourself. Our attorneys will assist you in creating documents that reflect your wishes and ensure they are legally recognized.

Minimize potential tax liabilities for your heirs through strategic estate tax planning. We stay informed of the latest tax laws to provide you with the most effective strategies for preserving your wealth.

Safeguard the well-being of your minor child(ren) by appointing a guardian of your choice.

Shield your assets from potential creditors and legal challenges. Our attorneys will work with you to develop effective strategies for protecting your wealth and preserving it for future generations.

At Rachel Feder Law, APC, we understand the importance of thorough estate planning. We are committed to providing personalized and compassionate services to help you achieve peace of mind regarding your legacy. Contact us to schedule a consultation and take the first step towards securing your family’s future.

Business Services

Navigate the complexities of owning a business with confidence through our comprehensive transactional business attorney services. At Rachel Feder Law, APC, we are dedicated to providing legal guidance and support to businesses of all sizes, ensuring that your transactions are seamless, compliant, and strategically sound.

Our Business Services Include:

Contract Drafting and Review

Whether you're entering into agreements with clients, vendors, or partners, we will draft, review, and negotiate contracts to protect your interests and minimize potential disputes.

Whether you’re entering into agreements with clients, vendors, or partners, we will draft, review, and negotiate contracts to protect your interests and minimize potential disputes.

Receive expert advice on selecting the most advantageous legal structure for your business. We will guide you through the process of forming partnerships, corporations, LLCs, and other entities to optimize liability protection and tax benefits. We will assist with keeping your entity compliant and in good standing.

Plan for the future of your business with strategic succession planning. Our attorneys assist in developing comprehensive plans to ensure a smooth transition of ownership and leadership.

At Rachel Feder Law, APC, we understand the dynamic nature of business ownership. We are committed to providing proactive legal solutions that align with your business goals. Contact us to schedule a consultation and empower your business with sound legal counsel.

Entity Formation

Starting a business in California can be an exciting venture, but it also involves navigating through various legal processes, including entity formation. Choosing the right entity structure is crucial, as it impacts taxation, liability, and operational flexibility. Below are several key factors to consider for different types of entities.  This list highlights only a few factors and Rachel Feder Law, APC can assist you in figuring out what the best entity would be for your business.
Types of Entities:

A sole proprietorship is the simplest form of business entity.  It offers complete control and management to the owner.  The owner is personally liable for all business debts and obligations.  No formal registration is required, but obtaining the necessary licenses and permits is essential.

Partnerships involve two or more individuals or entities coming together to operate a business.  Types of partnerships include general partnerships, limited partnerships, and limited liability partnerships (LLPs).  Partnerships are relatively easy to form but require a partnership agreement outlining roles, responsibilities, and profit-sharing.

An LLC combines the liability protection of a corporation with the flexibility of a partnership.  Owners are called members and enjoy limited liability for the company’s debts and obligations.  Forming an LLC in California requires filing Articles of Organization with the Secretary of State and drafting an Operating Agreement.

A corporation is a separate legal entity owned by shareholders.  Shareholders enjoy limited liability, and the corporation’s management is handled by directors and officers.  California offers various types of corporations, including C Corporations, S Corporations, and Professional Corporations.

Entity formation in California involves careful consideration of various factors, including liability protection, taxation, and operational flexibility. Entrepreneurs must choose the right entity structure that aligns with their business goals and mitigates potential risks. By understanding the different types of entities available and following the necessary steps for formation, entrepreneurs can lay a solid foundation for their business ventures in the dynamic landscape of California’s economy. Consulting with Rachel Feder Law, APC can provide valuable guidance throughout the entity formation process.

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About Rachel Feder

  • Certified Estate Planning Specialist
  • Master of Taxation

Rachel Feder practices in the areas of estate planning, business planning and transactions. Her extensive experience includes advanced trusts, entity formation, business succession planning, and acquisitions. Rachel is a Certified Estate Planning, Trust and Probate Law Specialist (as authorized by the State Bar of California). She received a Master of Taxation Laws from the University of San Diego School of Law, a law degree from Temple University in Philadelphia, and a Bachelor of Arts degree in Journalism from the University of Wisconsin. Rachel is a member of the State Bar of California and the San Diego County Bar Association.

About Rachel Feder

  • Certified Estate Planning Specialist
  • Master of Taxation

Rachel Feder practices in the areas of estate planning, business planning and transactions. Her extensive experience includes advanced trusts, entity formation, business succession planning, and acquisitions. Rachel is a Certified Estate Planning, Trust and Probate Law Specialist (as authorized by the State Bar of California). She received a Master of Taxation Laws from the University of San Diego School of Law, a law degree from Temple University in Philadelphia, and a Bachelor of Arts degree in Journalism from the University of Wisconsin. Rachel is a member of the State Bar of California and the San Diego County Bar Association.

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Articles

Why do you need a revocable trust?

A revocable trust can serve several important purposes in California, making it a valuable estate planning tool. Here are some reasons why individuals and married couples choose to establish a revocable trust in California.

Reasons to Use Advanced Estate Planning Techniques

Advanced estate planning goes beyond the basic provisions of a will or simple trust and involves more sophisticated strategies to address specific needs and goals. Several reasons highlight the importance of advanced estate planning.

An Overview of Advanced Estate Planning Techniques

Advanced estate planning involves various sophisticated techniques that go beyond basic wills and trusts. These techniques are employed to address specific goals such as minimizing taxes, protecting assets, and facilitating the smooth transfer of wealth across generations.

SCHEDULE DETAILS

Articles

Why do you need a revocable trust?

A revocable trust can serve several important purposes in California, making it a valuable estate planning tool. Here are some reasons why individuals and married couples choose to establish a revocable trust in California

Reasons to Use Advanced Estate Planning Techniques

Advanced estate planning goes beyond the basic provisions of a will or simple trust and involves more sophisticated strategies to address specific needs and goals. Several reasons highlight the importance of advanced estate planning

An Overview of Advanced Estate Planning Techniques

Advanced estate planning involves various sophisticated techniques that go beyond basic wills and trusts. These techniques are employed to address specific goals such as minimizing taxes, protecting assets, and facilitating the smooth transfer of wealth across generations.

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Find the relable queries and its answer that will help you understand our service better. If you still don’t find the answer you are looking for you can contact us too.

Find the relable queries and its answer that will help you understand our service better. If you still don’t find the answer you are looking for you can contact us too.

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1855 1st Avenue
Suite 100
San Diego, CA 92101

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Why do you need a revocable trust?

A revocable trust can serve several important purposes in California, making it a valuable estate planning tool. Here are some reasons why individuals and married couples choose to establish a revocable trust in California:

  1. Probate Avoidance: One of the primary benefits of a revocable trust is the ability to bypass the probate process. Probate is a legal proceeding court process for estate administration ensuring the distribution of assets for decedents who do not have a trust. It can be time-consuming, expensive, and subject to public record. A revocable trust allows assets to pass directly to the beneficiaries you choose without going through probate, saving time and costs.
  2. Privacy: Unlike probate, which is a public process, a revocable trust provides a level of privacy. The details of the trust, including the assets and beneficiaries, are typically not part of public record. This can be particularly important for individuals who prefer to keep their financial affairs private.
  3. Incapacity Planning: A revocable trust allows you to plan for the possibility of your incapacity. If the grantor (the person who establishes the trust) becomes incapacitated, the successor trustee named in the trust document can seamlessly take over the management of trust assets for your benefit. This can provide continuity and avoid the need for a court-appointed conservatorship.
  4. Flexibility and Control: The grantor of a revocable trust retains the ability to make changes or revoke the trust during their lifetime. This flexibility allows for adjustments in response to changes in circumstances, family dynamics, or financial goals. It provides a level of control that may not be possible with other planning tools.
  5. Asset Management and Distribution: A revocable trust allows for efficient management and distribution of assets upon the grantor’s death. The successor trustee can follow the instructions outlined in the trust document to distribute assets to beneficiaries without the need for court involvement.
  6. Real Estate: If you own real estate, a revocable trust can simplify the transfer of property. Since the trust avoids probate, it may facilitate a smoother transfer of real estate located in California and other jurisdictions.
  7. Creditor Protection for Beneficiaries: A well-drafted revocable trust may provide certain protections for beneficiaries against potential creditors. This can be an additional layer of security for the assets held in the trust.

It’s important to note that while a revocable trust offers numerous advantages, it may not be suitable for everyone. Rachel Feder Law, APC can assist you with determining the most appropriate estate planning strategy based on your circumstances and goals.

Reasons to Use Advanced Estate Planning Techniques

Advanced estate planning goes beyond the basic provisions of a will or simple trust and involves more sophisticated strategies to address specific needs and goals. Several reasons highlight the importance of advanced estate planning:

  1. Tax Efficiency: Advanced estate planning helps minimize the impact of estate taxes on the wealth you pass on to your heirs. Strategies may include creating trusts, gifting strategies, and leveraging exemptions to reduce the taxable value of your estate.
  2. Asset Protection: Certain advanced planning tools, such as irrevocable trusts, can provide a higher level of asset protection. This can be particularly beneficial in safeguarding assets from potential creditors, lawsuits, or other financial threats.
  3. Family Wealth Preservation: For individuals with significant wealth, advanced estate planning aims to preserve family wealth across generations. Structured trusts and strategies help ensure that assets are managed and distributed in a way that aligns with family values and long-term financial objectives.
  4. Business Succession Planning: If you own a business, advanced estate planning helps facilitate a smooth transition of ownership to the next generation or a designated successor. This can involve the use of trusts, buy-sell agreements, and other strategies to ensure the continuity of the business.
  5. Charitable Giving Strategies: Advanced estate planning allows individuals to incorporate charitable giving into their legacy plans. This can include establishing charitable trusts, foundations, Donor Advised Funds,or other vehicles that support philanthropic causes while providing potential tax benefits.
  6. Special Needs Planning: Families with members who have special needs require careful consideration in estate planning. Advanced planning allows for the creation of trusts and other structures to provide financial support without jeopardizing eligibility for government assistance programs.
  7. Dynasty Trusts: Dynasty trusts are designed to span multiple generations, preserving family wealth and providing for future heirs. These trusts can be structured to minimize taxes and protect assets from potential challenges.
  8. Estate Liquidity Planning: For individuals with substantial illiquid assets, such as real estate or closely held businesses, advanced estate planning can include strategies to ensure there is sufficient liquidity to cover estate taxes and other obligations without the need to sell key assets.
  9. International Estate Planning: Individuals with assets in multiple countries may require specialized planning to address the complexities of international laws and tax regulations. Advanced estate planning can help navigate cross-border issues effectively.
  10. Privacy Concerns: Advanced estate planning often involves structures like irrevocable trusts that provide a higher level of privacy compared to probate proceedings. This can be important for individuals who value confidentiality in their financial affairs.

Overall, advanced estate planning allows individuals to tailor their strategies to specific needs and objectives, providing a higher level of customization and flexibility. Rachel Feder Law, APC can assist you with navigating the complexities of advanced planning and ensuring that your unique goals are met.

An Overview of Advanced Estate Planning Techniques

Advanced estate planning involves various sophisticated techniques that go beyond basic wills and trusts. These techniques are employed to address specific goals such as minimizing taxes, protecting assets, and facilitating the smooth transfer of wealth across generations. Here are some types of advanced estate planning techniques and the reasons they are used:

  1. Irrevocable Life Insurance Trust (ILIT): ILITs are established to remove life insurance proceeds from the taxable estate, reducing potential estate taxes. The trust owns the life insurance policy, and the proceeds are distributed to beneficiaries outside of the taxable estate.  ILITs can also be utilized to provide liquidity to an illiquid estate for the payment of estate taxes.
  2. Grantor Retained Annuity Trust (GRAT) and Grantor Retained Unitrust (GRUT): These trusts allow individuals to transfer assets to heirs with reduced gift tax implications. The grantor retains an annuity or unitrust payment for a specified period, and any remaining assets pass to beneficiaries at the end of the term.
  1. Qualified Personal Residence Trust (QPRT): QPRTs are used to transfer a primary residence or vacation home to heirs at a reduced gift tax cost. The grantor retains the right to live in the property for a specified period, after which it passes to the beneficiaries.
  1. Charitable Remainder Trust (CRT) and Charitable Lead Trust (CLT): CRTs provide income to beneficiaries for a specified period, with the remaining assets going to charity. CLTs, on the other hand, provide income to a charity for a period, with the remaining assets passing to non-charitable beneficiaries.
  1. Dynasty Trust: Dynasty trusts are designed to provide for multiple generations, allowing the preservation of family wealth. By minimizing estate taxes and protecting assets, these trusts can support the financial well-being of descendants.
  1. Family Limited Partnership (FLP) or Family Limited Liability Company (FLLC): FLPs and FLLCs are used for business succession planning and asset protection. They allow for the orderly transfer of family businesses and assets while providing liability protection and potential valuation discounts for gift and estate tax purposes.
  1. Intentionally Defective Grantor Trust (IDGT): IDGTs are used to freeze the taxable value of assets while allowing the grantor to pay income taxes on trust income. This strategy can result in wealth transfer with reduced gift and estate tax implications.
  1. Spousal Limited Access Trust (SLAT): SLATs are irrevocable trusts created by one spouse for the benefit of the other. They can be used to take advantage of the gift tax exemption while providing indirect benefits to the grantor through the spouse.
  2. Self-Canceling Installment Note (SCIN): SCINs are used in the sale of assets between family members. The note “cancels” upon the death of the seller, potentially reducing the taxable estate while facilitating the transfer of assets.

It’s important to note that the suitability of these advanced estate planning techniques depends on individual circumstances, goals, and applicable laws. Rachel Feder Law, APC can help you determine the most effective strategies for achieving specific objectives while complying with legal requirements.