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Our Vision
By focusing on Estate Planning and related disciplines, we are able to address the needs of Central Coast residents who are becoming increasingly aware of the need to establish a well-designed, comprehensive Estate Plan. As "boomers" advance in age and maturity, many realize that the "plan" that the State of California has developed for distribution of assets in the event one dies without a will or trust is not appropriate for them. The process of Probate is expensive, time-consuming and represents an unnecessary intrusion by the government into what should be a private family matter. Our experience allows us to assist clients in eliminating the need for Probate, regardless of the size of one's estate.
We are committed to providing effective legal and professional services and building long-term relationships with our clients. Our clients come to us to protect their interests and, within appropriate legal and ethical restraint, we do whatever it takes to do so.
What We Practice
Botti & Morison provides the highest quality legal services and strategic advice to individuals in need of Estate Planning advice. By harnessing all of our resources, we save clients time and money. We are more than lawyers; we are your "partners" helping you make decisions that shape your future.
Our practice is committed to assisting individuals in carrying out their wishes and advising them in the context of today's ever-changing legal landscape. At the same time, we are compassionate and understand the personal nature of these matters. Our services include:
- Wills and Trusts - Drafting and Administration
- Durable Powers of Attorney
- Inter-Vivos Gifts
- Retirement and Distribution Planning
- Life Insurance Planning
- Probate Matters
- Guardianships and Conservatorships
- Advance Helath Care Directives (Power of Attorney for Health Care)
- Medi-Cal Planning
- Federal Estate Tax Planning
- Charitable Bequests
For more detailed information about estate planning and related matters, click here.
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