• Collaborative Planning

    Essential Estate Planning

    Do you want to stay in control of your personal and financial affairs? We can help you design a sensible plan to anticipate life’s transitions.
  • Wealth Strategies

    Advanced Estate & Tax Planning

    Do you have complex assets, sensitive family dynamics, or both? Let us guide you through the practical, legal and tax ramifications of advanced planning and help you navigate delicate conversations with those that matter to you.
  • Estate Planning

    Collaborative Planning for Business and Real Estate Owners

    Do you need asset protection or succession planning? When it comes to businesses, real estate and taxable estates, failing to plan means planning to fail. We work with business and real estate owners and their advisors to anticipate and address control, cash flow, tax and transition issues.
  • Trust and Estate Administration

    Trust and Estate Administration

    Do you need help tackling the legal and tax issues in settling a trust or estate? Are you the trustee or beneficiary of an irrevocable trust? Our administration services can help you settle personal and financial affairs efficiently.

Law Offices of Jacqueline Real-Salas

California Estate and Tax Planning Law Firm - Serving Temecula, Pasadena and Their Surrounding Areas

We are deeply committed to building lifelong relationships with our clients and helping them make wise decisions about preserving wealth and maintaining harmony with their loved ones. We are a small firm by choice; we enjoy working one-on-one with our clients and getting to know them.

We bring to our clients the experience and skill of larger, more expensive firms in a personable and cost effective manner. To our clients’ advantage, we collaborate with other expert advisors to bring holistic solutions to complex problems.

Our essential estate planning services include the preparation and implementation of:

  • Living trusts;
  • Wills;
  • Durable powers of attorney;
  • Special needs trusts;
  • Pet trusts; and
  • Review and update of existing estate planning documents.

Our advanced estate planning services include the preparation and implementation of:

  • Asset protection trusts and entities;
  • Trusts designed to maximize income tax deferral and protection for retirement assets;
  • Gift, estate and income tax minimization strategies;
  • Business formation and succession planning;
  • Irrevocable life insurance trusts;
  • Charitable trusts;
  • Private foundations; and
  • Collaborative planning with out of state advisors where additional benefits can be obtained by relying on states with more favorable laws.

We also represent individuals and corporate trustees in trust administration matters. Our services in this area include:

  • Assisting trustees in managing and settling trusts;
  • Allocating assets between sub-trusts;
  • Preparing estate and gift tax returns;
  • Handling estate tax audits; and
  • Modifying irrevocable trusts.

In addition, we represent beneficiaries of trusts and estates in order to help them protect their rights. Our practical approach to resolving matters is designed to avoid costly litigation and preserve relationships, while obtaining most favorable results for our clients.

With offices in Los Angeles and Riverside Counties, we provide convenient access to our services.

We invite you to take a tour of our website and acquaint yourself with our firm. Please don’t hesitate to contact us with any questions.

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The Law Offices of Jacqueline Real-Salas is a full service Estate Planning & Tax Planning law firm. They provide comprehensive planning in the areas of wills, trusts, powers of attorney, medical directives, advanced estate planning, income tax planning, probate & trust administration, probate avoidance planning, special needs trusts, disability planning and asset protection. Jacqueline Real-Salas serves clients and their families all throughout the Los Angeles Area, including Temecula, Pasadena, Murrieta, French Valley, North San Diego County, and the surrounding areas, cities and towns.

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