Protecting Multi-Generational Wealth in Pasadena
Pasadena is unique. From the meticulously preserved Craftsman homes in Bungalow Heaven to the high-value estates of Oak Knoll and Madison Heights, our residents own some of the most valuable real estate in Southern California. Standard "internet forms" often fail these properties because they do not account for the tax complexities unique to high-equity homes.
As your experienced Pasadena estate lawyer, we specialize in comprehensive protection that includes not just a trust, but a full legal strategy to address California Proposition 19. We help long-time residents preserve their low property tax base for their children, preventing the "reassessment shock" that frequently forces families to sell their childhood homes after a parent passes.
Local Court Jurisdiction: Northeast District
Most Pasadena probate and conservatorship matters are filed at the Pasadena Courthouse located at 300 E. Walnut St, Pasadena, CA 91101.
Currently, the Los Angeles County Superior Court system faces a significant backlog. A typical probate case can take 12 to 24 months. During this time, your home cannot be sold, and your assets are frozen. Our Living Trust packages are designed to bypass this delay entirely.
Strategic Planning for Caltech & JPL Professionals
We serve many families from Pasadena's scientific and academic sectors, including Caltech and JPL. We understand that your estate often includes specialized assets such as intellectual property, complex retirement portfolios (403b/401k), and multi-state real estate holdings. Our attorney-drafted plans provide the technical precision required to ensure these assets transition seamlessly to the next generation without the 40% federal estate tax taking an unnecessary bite out of your legacy.
Advanced Probate Avoidance: The Heggstad Petition
Did a family member pass away with a trust, but forgot to "fund" it by transferring their Pasadena home into the trust's name? Under California Probate Code Β§ 850, we can often file a Heggstad Petition to move that asset into the trust without a full 18-month probate. This "rescue" maneuver is one of our firm's specialties for local residents.
Complete Pasadena Estate Planning Services
Our comprehensive estate planning packages include:
- Revocable Living Trust - Avoid probate entirely
- Pour-Over Will - Catch-all for assets outside the trust
- Durable Power of Attorney - Financial management if incapacitated
- Advance Healthcare Directive - Medical decisions
- HIPAA Authorization - Access to medical records
- Trust Transfer Deed - Transfer your Pasadena home into the trust
- Proposition 19 Tax Strategy - Preserve property tax base for heirs