Experienced trust and estates attorney in California. Expertise in estate planning, probate, and asset protection, with a commitment to loyalty and integrity. Contact us to schedule a consultation.
At Trusts and Estates Group, Jed Hazeltine applies over two decades of practice experience to help residents in both San Luis Obispo and Santa Barbara Counties establish a new estate plan or update their existing plan. He works closely with you to analyze your situation, developing and fine-tuning the best estate plan to protect you, your wealth, and provide for your loved ones
Attorney Jed Hazeltine is a Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California and holds a Masters of Laws (LL.M.) in Taxation. With decades of practice experience, Jed’s credentials, knowledge, and skill enable him to address the most complex estate and tax planning issues.
Estate planning attorney Jed Hazeltine is dedicated to providing exceptional, caring service to every client, ensuring ongoing communication that addresses questions and concerns. His relaxed demeanor and down-to-earth manner put clients at ease, while his superior command of trust and estate law instills confidence in estate planning decisions.
Jed takes the time to understand your personal and financial situation, explaining the estate planning tools that best address your circumstances. He meticulously guides you through the process of making fully informed decisions to achieve your individual and family goals. Jed then drafts a customized estate plan to protect your assets, minimize tax exposure, preserve your financial legacy, and address potential and unforeseen issues.
Attorney Jed Hazeltine's ultimate goal is to provide you with complete peace of mind, knowing that your estate plan thoroughly addresses your unique goals and concerns. An estate plan tailored to your personal and financial circumstances is essential to protect your wealth and those you care about. With Jed's unwavering dedication and extensive expertise, you can be confident in receiving the highest standard of service. Place your trust in attorney Jed Hazeltine to expertly guide you in crafting a comprehensive estate plan that protects your assets and ensures your family's future well-being
An estate plan includes specific legal documents, each of which accomplishes an important purpose. Every estate plan is as unique as the individual who creates it, but most California estate plans include a will and a trust for asset and property distribution, as well as a durable financial power of attorney (POA) and advance health care directive for protection in the event of incapacity. When you rely on Attorney Jed Hazeltine and the Trust and Estates Group for Estate planning guidance, you can be confident that every instrument in your estate plan is meticulously tailored to your unique life context, preferences, and plans. With Jed’s expertise and unwavering commitment to offer personalized services to his clients, he ensures that your estate plan reflects your individual needs, providing you with peace of mind and securing your financial legacy.
Trusts are a valuable estate planning tool. There are many different types of trusts, each of which accomplishes a different goal. Choosing the right type of trust and the most qualified successor trustee are crucial decisions in your estate planning process. Attorney Jed Hazeltine carefully evaluates a wide range of factors unique to your situation and considers the implications of complex trust, estate, and tax laws. He ensures that the role of a trust in your estate plan is appropriately tailored to meet your specific needs. Types of trusts that may be part of your estate plan include:
In addition to trusts, some situations may lend themselves to other wealth transfer techniques, such as a family limited partnership, intra-family loan, gifting, charitable contributions, or other options. Jed will discuss strategies that apply to your situation and will guide you through making the best choice to accomplish your goals, taking into account the benefits, limitations, and consequences of each option.
As part of the estate planning process, Jed helps you choose a suitable fiduciary who will adhere to their duties and carry out your wishes, including making financial, personal, and medical decisions when you are unable to make them yourself due to incapacity or death.
One of the most important estate planning decisions that you will make is choosing the right fiduciary to manage and administer your trust. Jed Hazeltine is an attorney and licensed professional fiduciary with decades of legal experience, making him well-qualified to serve as the successor trustee of your trust. As an attorney he understands the complexity of the Probate Code, including the myriad fiduciary duties involved in the management and distribution of trust assets and related tax consequences. Unlike most professional fiduciaries in California, who often rely on attorneys for trust administration, Jed utilizes his extensive legal experience and knowledge to successfully navigate the role of private professional trustee, ensuring that your wishes are carried out with utmost loyalty and impartiality.
Most trust litigation arises from allegations of trustee malfeasance or negligence. Many trust estates are financially decimated by the trustee’s intentional acts or simply by poor decision-making by the trustee. The resulting legal fees further deplete the trust estate and family relationships are forever altered. Choosing the right trustee is almost as important as having an estate plan.
Schedule a Consultation with the Premier Estate Planning Attorney on California's Central Coast. From his office in San Luis Obispo, attorney Jed Hazeltine and the Trusts and Estates Group offer exceptional estate and tax planning services to clients across the California Central Coast, including San Luis Obispo and Santa Barbara counties. With Jed's extensive expertise and personalized approach, you can ensure your wealth is protected and your financial legacy secured. To schedule a consultation with Jed, call (805) 439-2323 or reach out via the online contact form.
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