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Southern California Estate Planning Lawyers -
Jimmie L. Joe - Client Profile
The Law
Offices of Jimmie L. Joe, based in City of Industry, Calif.,
near Los Angeles, is a full-service law firm concentrating in estate planning, trust and probate
administration, estate and trust litigation, asset protection, conservatorships
and guardianships.
Joe, an attorney and a certified public accountant, is a
member of the Los Angeles County Bar Association’s Trusts and Estates Section, a
member of the San Gabriel Valley Bar Association, a lawyer referral panel member
for both the San Gabriel Valley Bar Referral’s Probate Panel and the Attorney
Search Network’s Estate Planning and Probate Panels, and is a lecturer at
frequent seminars on estate planning and wealth preservation.
On the firm’s Web site, visitors may find the answers to many
questions about estate planning for wealth preservation and distribution. The
site also has forms, articles, and a list of frequently asked questions (FAQs)
about estate planning, the revocable living trust, elder law issues and probate.
The Law Offices of Jimmie L. Joe’s services include the
following:
- Drafting wills and trust documents, including
generation skipping tax planning
- Planning for future incapacity or death
- Minimizing asset exposure to creditors
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- Evaluating and implementing the strategic role of life
insurance in estate planning, including the use of irrevocable trusts
- Evaluating the role of family limited partnerships and
limited liability companies in transferring wealth and minimizing estate
taxes
- Transition planning for passing closely-held businesses
to the next generation
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- Representation in probate and conservatorship
proceedings, including contested matters
- Preparing estate, gift, and fiduciary tax returns
- Charitable giving, including the formation of
charitable trusts
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Consultwebs.com provided consulting for the Website, developed
a design, assisted with the content, prepared search engine meta tags, submitted
the site to the search engines and continues to provide Web hosting, e-mail and
ongoing maintenance.
For more information, please contact
The Law Offices of Jimmie L. Joe or Consultwebs.com,
Inc.
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