Frequently Asked Questions
Do Calabasas residents need a trust or just a will?
Many Calabasas homeowners benefit from a living trust because it allows assets—especially high-value real estate—to pass to loved ones without going through probate. A will alone is still subject to probate court, which can be time-consuming and costly. We’ll help you determine what’s right for your situation.
What happens to property taxes if I inherit a Calabasas home?
California’s Prop 19 changed how property taxes are reassessed when property is transferred. Depending on the relationship between the deceased and the heir, property taxes on a Calabasas home may increase. We advise clients on how to plan for or avoid reassessment through trusts and exemptions.
Where is probate handled for Calabasas residents?
Calabasas probate cases are typically heard in Los Angeles County Superior Court, either the Van Nuys or Central (downtown) probate divisions. We regularly file cases there and are familiar with the local judges and procedures.
Can I update my will if I’ve moved to Calabasas from another state?
Yes. If you recently moved to Calabasas, it’s a good idea to have your existing estate plan reviewed to ensure it complies with California law. We frequently update wills and trusts for new residents who want peace of mind that their documents are enforceable here.
Is estate planning different in high-net-worth areas like Calabasas?
Yes. Families with larger estates often need more comprehensive planning—such as asset protection, minimizing estate taxes, or coordinating multiple trusts. We work with clients throughout Calabasas and Hidden Hills to create plans that reflect both their wealth and family values.
Other Areas We Serve
We proudly assist families throughout the San Fernando Valley, including: