Preserving Legacies in Melody Acres & Silver Hawk Ridge
Tarzana is known for its wide lots and high-value residential real estate. Whether you own a large estate in Melody Acres, a hillside home in Silver Hawk Ridge, or a property near the El Caballero Country Club, your equity is likely your greatest financial asset. A "generic" will is insufficient for these properties because it does not provide Asset Protection or Incapacity Planning.
As your dedicated Tarzana estate lawyer, we specialize in comprehensive strategies to address the unique challenges of San Fernando Valley property ownership. This includes utilizing Heggstad Petitions to "rescue" property and ensuring compliance with the newest 2025 AB 2016 residence thresholds. We help long-time residents preserve their low property tax base for their children under Proposition 19, preventing a tax hike that could reach $20,000+ per year.
Navigating the Stanley Mosk Courthouse: The Grieving Burden
Although Tarzana is in the heart of the Valley, all probate matters are centralized at the Stanley Mosk Courthouse (111 N. Hill St, Los Angeles, CA 90012). The commute to Downtown LA and the court's 18-month backlog create a heavy emotional and financial burden on executors. As your local counsel, we leverage the court's electronic systems to minimize delays and handle the bureaucratic hurdles of LA County Superior Court administration.
Specialized Support for Safari Walk Business Owners
Tarzana's vibrant business community along Ventura Blvd (Safari Walk) requires specific attention. If you own a retail business, medical practice, or professional firm, your estate plan must include Business Succession. We create trusts that allow your business to continue operating smoothly—or be liquidated efficiently for your heirs—without a court-appointed administrator taking control of your hard-earned enterprise.
Prop 19 Defense: Protecting the Family Home
Properties South of the Boulevard have appreciated massively over the last 20 years. Proposition 19 (Family Home Protection Act) significantly changed how your children inherit your tax base. If your home is not their primary residence, the property tax will be reassessed to market value. We implement specialized trust language to give your heirs the flexibility needed to keep the family home without the "tax shock" that forces many Tarzana families to sell.
Complete Tarzana 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
- Business Succession Planning - Safari Walk entrepreneurs
- Trust Transfer Deed - Transfer your Tarzana home
- Heggstad Petition Support - Rescue unfunded assets
- Proposition 19 Defense - Preserve property tax base