Newman & Horton LLP | Attorneys at Law | Simi Valley, CA | Estate Planning
Newman and Horton are able to provide a comprehensive level of representation for our clients’ specific needs. The ability to represent our clients in both their personal and professional lives creates a unified and tailored representation strategies. Supplementing our corporate law emphasis with the ability to handle related civil, family, criminal, estate planning, and administrative matters has set us apart from other boutique corporate law firms.
California Criminal defense attorney, Ventura County family law, Santa Barbara family law, Divorce mediation, DUI defense lawyer,
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Estate Planning

The estate planning attorneys at Newman and Horton LLP will work with you to develop an estate plan. These comprehensive plans are designed to meet your goals for your estate whether that be for the continuance of a family business, specific inheritances, or asset protection. We are more than capable of handling a large, complex estate that requires cooperation with a tax professional or a simple, non-taxable estate.
Our clients include parents wishing to see their children avoid the time, expense, and headache of the probate process and business owners who want to ensure the orderly succession of their business to the next generation or for the eventual sale of the business.

As part of the planning process, we help our clients plan for possible incapacity and other medical issues; draft wills or trusts that lead to efficient and cost-effective distribution of property and assets following death; and reduce the potential for contest of a will or trust.

Our clients are also are concerned about transferring assets after their death to a loved one who is incapable of managing their financial affairs or whom they may believe will use them imprudently. In these instances, we can create trusts with distribution plans customized to the client’s special circumstances.

Examples of planning documents we can provide include:

  • Wills
  • Revocable Living Trusts
  • Irrevocable Trusts Creating Life Estates
  • Sales to Grantor Trusts
  • Dynasty Trusts
  • Qualified Personal Residence Trusts
  • Life Insurance Trusts
  • Grantor Retainer Annuity Trusts
  • Trusts
  • Durable Power of Attorney
  • Advance Directive for Health Care Decisions (Health Care Power of Attorney)

Asset Protection
Our attorneys can aid you in identifying asset protection strategies designed to shield and insulate your wealth from personal and business liability risks. Our clients include business owners and people who have accumulated real estate who wish to practice their business or own their property without jeopardizing the assets they have accumulated over the years.