(949) 416-3575

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Shawna Murray Law

A law firm devoted to assisting individuals and families achieve peace of mind by creating and implementing customized estate plans, as well as offering legal representation for probate matters and for trust administration.

Shawna Murray Law offers Estate Planning services to protect you and your loved ones, including:

Preparation of Wills and Trusts to control of who gets what, when and how they get it
Protect your surviving spouse and your children's inheritance
Designate guardians for children
Provide instructions for your medical care during a time of incapacity and at the end of life
Designate someone to take care of your daily finances if you ever become incapacitated
Avoid probate court costs and reduce legal fees
Provide for your loved ones with special needs without jeopardizing their ability to qualify for government programs/assistance
Plan for charitable giving
Protect your children's inheritance in the case of future divorces after your passing
Specify who can access your private health care information during times when you cannot speak for yourself
Ensure homes are transferred to children without an increase in property taxes
Maintain the privacy of your assets
Obtain assistance from Medi-Cal to pay for nursing home care and still pass your home to your children or other beneficiaries
Minimize capital gains taxes for your beneficiaries
Eliminate court custody battles for guardianship of your children
Avoid a conservatorship
Protect your loved one's inheritance from lawsuits and bankruptcy
Advising the successor trustee with trust administration

Probate Representation

Trust Administration Counsel

How to Pick Your Trustee, Executor and Agent
In estate planning, the trustee, executor, and agent with power of attorney are all fiduciaries. Any of these jobs can be said to be very important and require the chose person to be trustworthy above all else. This article will explain what a fiduciary is and describe the responsibilities of each of these designations.
5 Reasons Why You Need a QTIP Trust
The QTIP Trust was formerly a very useful tax planning tool. Now that estate taxes are not an issue for the vast majority of Americans, you should understand the other benefits of a QTIP Trust because they can provide significant protection for your heirs.
6 Mistakes to Avoid if You Own Rental Property
Real estate investment can provide you with an additional source of income, but you must not be a passive landlord. You will find that there are many traps for landlords and this article discusses a number of those traps. This list was inspired by real-life events (well, at least real to the people involved).
Why Having a "Will-Only" Estate Plan Is a Costly Mistake
Find out why only having a Will is going to cost your heirs and beneficiaries a sizeable chunk of their inheritance. Learn how attorney fees and executor commissions are calculated and what some of the other costs of probate are. Discover that a revocable living trust can save your heirs and beneficiaries money and allow them to get more of their inheritance faster.
3 Terrible Ideas for Leaving an Inheritance
Here are just three terrible "shortcuts" to leaving your adult children an inheritance. Picking one of these “simple fixes” instead of developing an estate plan can cause bickering at best or at worst, or cause your children to start an all-out war against each other.

My Mission

I am devoted to making estate planning as accessible, efficient and personalized as possible. This way individuals and families are motivated to express their estate planning goals and loved ones do not have to deal with the disastrous fallout from a lack of planning.

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4000 MacArthur Blvd.
Ste. 600 East Tower
Newport Beach, CA 92660
(949) 416-3575