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Berkeley, California, Wills and Trusts Lawyer

Estate Planning Attorney Serving the Oakland Area

Wills and trusts are powerful tools that can help you provide for your family and accomplish other goals, long after you are gone.

At The Law Offices of David Welty, in Berkeley, California, we create wills, trusts and other estate planning vehicles for people with estates of all sizes. We have particular experience with more complex estate issues, such as tax minimization, asset preservation and business succession.

Our firm provides advice and services in matters involving:

  • Simple wills
  • Complex estate planning
  • Living trusts
  • Special needs trusts
  • Generations trusts
  • Amendments to wills or trusts
  • Trust administration
  • And other matters relating to wills and trusts

Call (510) 250-3778 or contact us online for a free initial consultation. Attorney David Welty can review your situation and recommend the right solutions for you.

Personalized Estate Planning Solutions

The Law Offices of David Welty is an estate planning firm with extensive experience in the creation of wills, trusts and other estate vehicles. In developing an estate plan for you, David Welty works closely with you to understand your financial situation, your family, your values and your goals. Mr. Welty will then develop estate planning vehicles designed to achieve your goals.

Keep Your Estate Plan Up to Date

As your life changes, it makes sense to periodically revisit your estate plan and modify your estate documents if warranted. A marriage, a divorce, a birth or death in the family — these or other events should move you to update your estate documents. For a competitive fee, our firm can quickly and efficiently amend a will or trust so that it reflects your current wishes.

Using Trusts to Avoid Probate

The Law Offices of David Welty helps people avoid the costs of probate administration by creating various types of trusts, in particular living trusts. In a free consultation, Mr. Welty can discuss how a trust or trusts can minimize taxation and help you avoid burdening your loved ones with the costs and hassles of the probate process.

Contact an Attorney Today

For a free initial consultation with The Law Offices of David Welty, call (510) 250-3778 or send us an e-mail. From our law office in Berkeley, California, we serve clients in Oakland, Montclair and surrounding areas.