Gee Andrea Taylor

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Attorneys, Estate Planning, Probate, & Living Trusts, Family Law Attorneys

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(714) 973-1488Call Visit WebsiteVisit Website Map & DirectionsDirections2223 E Wellington Ave Ste 320Santa Ana, CA 92701 Write a ReviewWrite Review

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Phone: (714) 540-0211

Location

Wellington Plz

Neighborhood

AKA

Gee, Andrea, ATY

Law Offices of Andrea Gee

Law Offices Andrea Gee

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http://andreagee.com/contact.asp

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Attorneys, Estate Planning, Probate, & Living Trusts, Family Law Attorneys, General Practice Attorneys, Legal Service Plans, Tax Attorneys, Trust Companies, Wills, Trusts & Estate Planning Attorneys

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Details

Phone: (714) 973-1488

Address: 2223 E Wellington Ave Ste 320, Santa Ana, CA 92701

Website: http://andreagee.com/contact.asp

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Gee Andrea Taylor

Guardianship
Andrea Gee's primary focus is in the area of estate planning, probate, trust administration, probate conservatorships/guardianships and estate litigation.

Trusts and Estates

Estate Planning
The Law Offices of Andrea Gee has had roots in Orange County for over 20 years. Our office assists clients with their estate planning goals and objectives. We provide an education for our clients on property ownership, property transfers and taxes related to the transfer of property during life and at death. We listen to our clients' goals and provide information regarding the tools available for them to create a plan that meets their expectations. Proper estate planning can be used to set expectations, eliminate uncertainties over the administration of the estate, maximize the value of an estate by reducing taxes and other expenses, and  facilitate healthy family relationships.
Trusts
Our estate department assists fiduciaries with their duties in the process of transferring assets after death whether the transfer occurs through the probate process or through a trust administration. There are many obligations and responsibilities of a fiduciary after death and our estate department guides the personal representative or trustee through the process.
Power of Attorney
Generally, a conservatorship should be a “last resort” and used only in those situations when proper planning has failed. Before commencing conservatorship proceedings the family or loved ones should determine whether powers of attorney or other estate planning tools can be used to address the needs or impending needs of the dependent adult.
Probate
When litigation or threat of litigation occurs during a probate or trust administration, our firm represents beneficiaries, creditors or fiduciaries in the litigation process. We apply our expertise in California probate law and our litigation experience to assist our clients in this unique area of the law.

Tax Law
Trust Administration includes representing Trustees in the administration of trust assets when the person who has created a trust either becomes incapacitated or dies. At the death of a first spouse, tax planning, sub-trust allocation, and funding individual distributions can involve complex legal, tax and financial issues. The complexity of trust administration depends greatly on the number and type of assets, their total value and whether the trust includes tax planning provisions.

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