Estate Planning

The members of the Estate Planning Group at Henderson, Caverly, Pum & Charney LLP have been called upon to assist many of the most financially-successful individuals and families in San Diego and throughout the country in providing financial security for their families and in creating a positive legacy in the passage of family wealth to individuals and charity.

The Estate Planning Group, led by Nancy G. Henderson with Katharine Davidson and Eric Baggett, this Practice offers decades of experience and a ceaseless dedication to providing clients with the most sophisticated legal advice in everything from basic estate planning (such as the creation of wills, revocable living trusts and life insurance trusts) to wealth preservation, charitable giving, business succession, and estate freezes. By remaining up-to-date on legislation, legal developments and “best practices,” the Estate Planning Group at Henderson, Caverly, Pum & Charney LLP is widely respected for time-tested, creative solutions to a wide array estate issues.

Each client is recognized as being unique with respect to the needs of his or her family, his or her estate planning goals and his or her tolerance for complexity. We believe in the value of educating our clients on the variety of techniques that are available to save on taxes and preserve family wealth.

We recognize that there is no “one size fits all” when it comes to estate planning. Each estate planning document we prepare for a particular client is tailored to achieve that client’s unique tax and non-tax objectives. The Estate Planning vehicles that we provide our clients include:

  • Wills
  • Revocable Living Trusts
  • Health Care Advance Directives (“Living Wills”)
  • Powers of Attorney
  • Family Limited Partnerships and LLCs
  • Irrevocable Life Insurance Trusts
  • Dynasty (Generation-Skipping) Trusts
  • Incentive Trusts
  • Educational Trusts
  • Grantor Retained Annuity Trusts
  • Qualified Personal Residence Trusts
  • “Intentionally Defective” Grantor Trusts
  • Private Annuities
  • Self-Canceling Installment Notes
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Family Charitable Foundations
  • Charitable Supporting Organizations
  • Business Buy-Sell Agreements
  • Lifetime “QTIP” Trusts

While we consistently leverage our many years of experience and broad knowledge base to the benefit of each and every client, we are equally proud of the strong ties our San Diego roots have allowed us to form throughout the region with accountants, financial planners, trust companies, professional trustees, personal administrators and a host of other professionals. Our experience, our knowledge and our relationships are all reasons why our attorneys are some of the most sought after estate planners in Southern California.