Practice Areas

Based in Rancho Bernardo, Anderson & Yocum, APC, represents clients in San Diego and throughout Southern California.  The firm provides a full range of legal services in Estate Planning, Trust Administration and Probate Administration.

Estate Planning:

Clients come to Anderson & Yocum, APC, with diverse assets, family structures and goals.  Our attorneys create and implement estate plans that enable them to provide for their children and loved ones, avoid court involvement and further their philanthropic ambitions.  The services we provide our clients involve the following:

  • Wills
  • Living Trusts
  • Irrevocable Trusts
  • Powers of Attorney
  • Advance Health Care Directives
  • Irrevocable Life Insurance Trusts
  • Charitable Trusts
  • Gift Tax Returns
  • Qualified Personal Residence Trusts

 Trust Administration:

The firm advises trustees and beneficiaries with respect to administering revocable trusts following the death of a settlor, ongoing trusts, and educating beneficiaries and fiduciaries regarding their rights and obligations.  The skill and sophistication with which our attorneys deliver these services allow our clients to return their focus to their families and businesses.  Our work includes addressing the following matters:

  • Advising trustees regarding trust terms
  • Preparing federal estate tax returns
  • Transferring assets and clearing title
  • Drafting legally required notices
  • Responding to claims by creditors
  • Preparing accountings for beneficiaries
  • Allocating assets to sub-trusts

 Probate Administration:

Anderson & Yocum, APC, enjoys an excellent reputation among probate judges and staff as a result of consistently preparing well-drafted court documents to usher our clients through the probate process.  Our attorneys regularly administer estates of all sizes and give our clients the freedom to address their loss and support others in the grieving process.  A wealth of experience has prepared our firm to respond to the unanticipated circumstances associated with attending to a person’s estate after their death.  This often includes the following:

  • Advising executors and administrators
  • Preparing court documents
  • Addressing creditor claims
  • Distributing assets
  • Preparing accountings
  • Appearing in probate court
  • Communicating with beneficiaries and heirs
  • Preparing federal estate tax returns