Estate Planning

Gianelli & Polley is second to none in the Central Sierra Region in its Estate Planning practice. We have the credentials, experience and the expertise to provide you with the highest quality service and products in Estate Planning.

Estate planning involves the use of wills, trusts, and other tools to enable families and individuals to pass their assets and investments from one generation to the next in a manner consistent with the desires and personal values they have established over a lifetime. Our goal is to produce an individualized plan that will provide for an efficient and smooth transition in the event of death, while minimizing the expenses and delay associated the probate process. In addition, we strive to create a plan that will allow for the protection and management of the client’s assets during their lifetime, an essential element in the event of future mental or physical incapacity.

At Gianelli & Polley, we believe in working as a team with our clients’ accountants, investment advisors, and other professionals to consider the big picture and make sure that their plans are comprehensive.

Specifically, our estate planning services include: Complex and simple revocable living trusts; complex and simple irrevocable trusts (including, but not limited to, special needs trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, children/grandchildren trusts, medi-cal asset protection trusts, charitable remainder and charitable lead trusts, generation-skipping and dynasty trusts); family limited partnerships and LLC’s; durable powers of attorney; advanced health care directives; medical records release forms; trust administration and termination; and probate.

We feel that the most important services we provide occur when a crisis occurs to one of our clients or their family member, especially when there is a death or incapacity in a family. Our strength is our ties with our clients’ families. We foster relationships with next of kin in order to ensure that they are ready when the time comes to be able to function in a manner that is as easy, economic and efficient as our client’s planning has permitted. Our goal is to be there for you and your family in difficult and transitional times.