Search Site
Estate Planning

Larsen & Risley focuses on the design and implementation of comprehensive estate plans that most appropriately meet the needs and objectives of our clients. Our estate plans typically include basic foundational documents such as wills, living revocable trusts, and durable powers of attorney for assets and health care.

In order to achieve our clients’ goals we commonly utilize some of the following trusts in our planning:

Asset Protection Trusts
Charitable Trusts
Irrevocable Trusts
Grantor Retained Annuity/Unitrusts
Personal Residence Trusts
Foreign Asset Protection Trusts

Entities and Plan Structuring
Our estate plans may also include the use of some of the following planning devices:

Family Limited Partnerships
Private Foundations
Employee Stock Ownership Plans
Corporate Recapitalizations
Private Annuities
Estate Freezes
Self Canceling Notes

Larsen & Risley is highly effective at developing long-range estate plans utilizing combinations of these tools and devices and resolving tax issues while allowing the client to maintain control of assets, receive higher current income, reposition assets properly, and reduce current gift and estate taxes.

Our Office

Costa Mesa Office

3200 Park Center Drive
Suite 720
Costa Mesa (Orange County), California 92626-7149
Phone: 714-540-1770
Fax: 714-540-1020

Office Hours

Monday - Thursday
8:00am - 5:00pm
8:00am - 4:30pm

We Accept All Major Credit Cards