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Newhall California Mortensen Law Estate Attorney Offices are committed to ensuring that their clients get the best representation for their taxation and estate planning needs. The Law Offices of Daniel R. Mortensen focuses on tax controversy, pre-death estate planning and post-death administration to ensure that the services they offer in these areas are at a world-class level. They have a wide range of clientele ranging from retirees with a modest fixed income to chief executives of publicly-traded companies with a net worth in the mid-eight figures, to all of whom we offer the best and most affordable solutions to their tax and estate planning needs.

Many services provided by the Santa Clarita California Mortensen Law Firm Tax Planning are as follows:

Estate Planning. They help in the preparation of living trusts, documents that take the place of your will and ensure that the assets of your estate go to the heirs you choose. Living trusts guarantee that in case you are mentally debilitated, your estate will not go into conservatorship. It also ensures that when you die, your estate will avoid a costly probate as well as letting you reduce or eliminate taxes altogether.

Post-Death Administration. The death of a loved one can be an upsetting experience, and the worries over how to administer the estate can make it worse. Mortensen Law Offices can assist in all aspects of post-death estate administration, whatever the size of the estate. They can provide informal administration for small estates valued at less than $100,000 and full trust administration services for living trusts and larger estates.

Conservatorships and Guardianships. When a family member can no longer handle their own affairs due to physical or mental incapacity, they can help you establish a conservatorship. Under a conservatorship, the court appoints another person to take over a conversatee s affairs. They can also help establish a guardianship for minors below the age of eighteen who are not yet able to handle their financial affairs, i.e. when they come into an inheritance or insurance payment and need someone to help them manage the funds.

Santa Clarita California Mortensen Law Firm Estate Lawyer Beneficiary Representation. In case of conflicts between beneficiaries and fiduciaries, they will file legal motions on your behalf. For example, if you believe that the trustee has been negligent in meeting their accounting duties, they can file a Demand for Accounting to compel them to provide a full accounting of the estate that will include information such as all assets as of the date the trustee started their management duties and all disbursements made from the trust.

Tax Controversies and Estate Taxation. If you have gotten entangled in a dispute with the IRS over the amount of taxes due or the valuation of an asset for which you owe real estate tax, Mortensen Law Offices can help you reduce your tax debt by determining the true value of the asset in question, identifying valuation discounts or filing an IRS appeal on your behalf. Daniel R. Mortensen is a Board Certified Tax Attorney who has been handling complex tax problems in Southern California since 1996 and also holds an LL.M in tax law.

Mortensen Law
Tax, Trust & Probate Attorneys, P.C.
22807 Lyons Avenue
Newhall, CA 91321
(661) 799-8035