Legal Counsel & Estate Planning

Preparing for the future.
Preserving legacy.

Rebecca Sommer provides precise, thoughtful legal guidance for professionals and families navigating the complexities of estate law.

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Comprehensive Estate Planning

Establishing a foundational plan is about more than documents; it is about protecting your wishes and your loved ones. We craft legal frameworks that ensure your voice is heard when you cannot speak for yourself.

Wills

Legally establish how and to whom your wealth and possessions are distributed. A vital starting point for every estate.

Power of Attorney

Designate trusted individuals to manage your financial affairs, ensuring continuity if you become incapacitated.

Advance Health Care Directive

Clarify your medical preferences and appoint a representative to make healthcare decisions on your behalf.

Sophisticated Instruments

Trusts & Asset Protection

Unlike a simple will, a trust offers robust benefits: avoiding the probate process, managing assets during incapacity, and protecting generational wealth from irresponsible spending or creditors.

  • Probate Avoidance Trusts
  • Revocable Living Trusts
  • Marital & Education Trusts
  • Special Needs Trusts
  • Charitable Remainder Trusts
  • Pet Care Trusts
  • Incentive Trusts
  • Guardianship Nomination
Document review and planning

Specialized Planning

Teachers in Orange County

Specialized early retirement estate planning strategies for educators. We focus on establishing living trusts, crafting wills, and minimizing tax burdens to safeguard your professional legacy and retirement assets.

Wealth Preservation

Working closely with seasoned tax experts to legally minimize income, estate, and gift tax liabilities. We aim to prevent Medi-Cal claw back and preserve wealth for future generations.

Expert Resources

In-depth guidance for informed decision making.

Legacy Dream Book

"Estate planning is about Protecting Your Wishes and Your Loved Ones! It starts with YOU."

Download PDF

Special Needs & Incentive Trusts

The beginners guide to protecting your family's future through specialized trust structures.

Download PDF

Estate Planning Mistakes

"Costly Estate Planning Mistakes & How to Avoid Them." Available for further study on Amazon.

Order on Amazon

Schedule a Consultation

Begin with a free assessment of your needs. We are here to help you navigate the complexities of estate law with clarity and confidence.

The Law Office of Rebecca Sommer

Anaheim, California · Orange County

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