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Estate Planning

Sean provides comprehensive estate planning services. He is committed to educating clients about the benefits of a thorough estate plan—one that not only transitions assets and minimizes tax burdens, but also covers important decisions such as advanced health care directives, durable powers of attorney and nominations of guardianship.

Estate Planning Services include:

Advanced Health Care Directives & Conservatorships

Charitable Gift Planning

Durable Powers of Attorney

  • For Health Care Decisions
  • For Financial and Legal Decisions

Nominations of Guardians and Conservators

Probate of Estates

Probate and Trust Administration

Property Characterization Agreements

Succession of Family-Owned Businesses

Trust Services including:

  • Administration of Trusts
  • Asset Protection Trusts
  • Irrevocable Life Insurance Trusts
  • Marital Bypass/Deduction Trusts
  • Minor’s Trusts
  • Special Needs Trusts

Will Preparation

Contact us

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J. Sean Dumm, Attorney at Law

Phone: 949-276-5095     |     Fax: 949-606-8624

665 Camino De Los Mares, Suite 204ASan Clemente, CA 92673

The information contained on is offered purely for informational purposes.  It is not intended to create an attorney-client relationship and should not be relied upon as legal advice.  The information provided shall not been deemed to constitute a solicitation or offer of professional services in any state in which the attorneys of the Law Offices of J. Sean Dumm, are not admitted to practice. While attempts are made to make all information provided on this website current, the Law Offices of J. Sean Dumm do not guarantee or warrant that the information provided is correct, complete or up to date.  Online readers should not take action based upon this information without seeking professional counsel from an attorney licensed to practice in your location.  Any transmission of information to the Law Offices of J. Sean Dumm via this website is not intended to create and shall not constitute an attorney-client relationship with the Law Offices of J. Sean Dumm or any individual attorney or personnel.  If you elect to communicate with the firm through this website, you are cautioned to refrain from transmitting any confidential information about any matter until the firm has agreed to represent you and you have received confirmation of that fact in the form of a written engagement agreement.

665 Camino De Los Mares,Suite 204A, San Clemente CA 92673     |     (888) 212-3866