frequently asked questions

  • What is the difference between a will and a trust?

    A will directs asset distribution after death, while a trust can manage and protect assets during and after a lifetime.

  • How often should I update my estate plan?

    Estate plans should be reviewed every 3-5 years or after major life events such as marriage, divorce, or inheritance.

  • Can you help minimize estate taxes?

    Yes, strategies are provided to reduce estate and gift taxes, helping preserve more wealth for beneficiaries.

  • What is included in trust administration?

    Trust administration includes managing assets, distributing income, filing taxes, and ensuring compliance with the trust’s terms.

  • How can I protect my assets from creditors?

    Through asset protection planning, legal structures such as trusts and insurance strategies are used to safeguard wealth.

  • Can I include charitable donations in my estate plan?

    Absolutely. Charitable and legacy planning allows a lasting philanthropic impact while potentially reducing tax liabilities.Content

  • Do you serve clients outside of Calabasas?

    Yes, while the office is in Calabasas, clients throughout California are assisted with trust and estate matters.Content

  • What makes Jeffrey M. Zabner, a Law Corporation different?

    With 35+ years of experience, legal expertise is combined with personalized service to create solutions that are both practical and meaningful.