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Creating your estate plan is easer than you think.

Hilmoe Bertier LLP is a highly respected estate planning law firm based in San Diego, CA. Estate planning has always been the foundation of our practice. With decades of experience, our team of attorneys provides personalized legal solutions to help clients protect their assets and plan for their future. Proceed to Estate Planning Questionnaire or contact us for a free consultation now.

Since 2005

310+

310+

310+

Trust Administrations

750+

310+

310+

Estate Plans

100+

310+

100+

Estate Disputes

Trust Administration

Trust Administration

Trust Administration

Trust Administration: we provide guidance and support for clients serving as trustees, helping them understand their legal obligations and manage trust assets effectively.

Trusts

Trust Administration

Trust Administration

  • Revocable Trusts: we help clients create revocable trusts, which can be modified or revoked during their lifetime and are a flexible tool for managing assets and avoiding probate.
  • Irrevocable Trusts: we help clients create irrevocable trusts, which may provide tax benefits and asset protection planning, but cannot be modified or revoked after creation.
  • Special Needs Trusts: we assist clients with the creation of special needs trusts, which provide for the long-term care and support of loved ones with disabilities without affecting their eligibility for government benefits.

Disputes

Trust Administration

Business Succession Planning

Hilmoe Bertier LLP represents trustees, beneficiaries, and heirs in disputed estate and trust litigation. Our cases involve fraud, breach of fiduciary duty, compelling trustees to account, and trust and will contests.

Business Succession Planning

Intellectual Property & Unique Assets

Business Succession Planning

  • Business Continuity Planning
  • Leaving Your Business in Style
  • Preparing for a Sale
  • Ensuring Involved Children will Inherit the Business
  • And much more -

Intellectual Property & Unique Assets

Intellectual Property & Unique Assets

Intellectual Property & Unique Assets

  • Trademarks
  • Copyrights
  • Patents
  • Electronic Currency
  • Cryptocurrency
  • Business Interests

Powers of Attorney

Intellectual Property & Unique Assets

Intellectual Property & Unique Assets

  • General Durable Powers of Attorney
  • Advance Health Care Directives
  • Springing Powers of Attorney
  • Limited Powers of Attorney

Contact Us Today

p: 800.941.4807

e: ted@hblaw.io


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Everything is confidential.