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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
info@jsdlawoffice.com

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

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