Estate Planning

The Law Offices of Aaron J. Stewart assists Northern California individuals, married couples, family businesses, and family farms in creating sustainable and effective estate and succession plans.

The Law Offices of Aaron J. Stewart assists individuals, married couples, family businesses, and family farms throughout the North State in creating sustainable and effective estate and succession plans. The firm also helps families and beneficiaries in the administration of trusts and estates, including trust administrations and probate.

It is important to have a wills and trusts attorney who approaches estate planning with the utmost care and attention to detail—you are entrusting them with those assets, items, and even relationships that represent your life’s work. Aaron J. Stewart takes pride in staying on the cutting edge of implementing effective strategies to protect you and your family.

The firm specializes in the following estate planning techniques and instruments to protect and pass your assets

  • Living Trusts; Revocable Trusts; Irrevocable Trusts

  • Wills and Pour-Over Wills

  • Marital Estate Planning, including A/B Trusts, Marital Trusts, Bypass Trusts or Credit Shelter Trusts, and QTIP Trusts

  • Estate Planning for Family Farms and Clients in the Agricultural Industry

  • Succession Planning and Legacy issues for Businesses and Individuals

  • Durable Powers of Attorney, including Health Care Directive and Physician Directives, and Durable Power of Attorney for Finances

  • Minimizing Tax Consequences, including Estate Tax, Gift Tax, Generation-Skipping Transfer Tax (GST)

  • Advice regarding Annuities, Life Insurance, and Pension Benefits

  • Trust Administrations

  • Probate