Wealth Preservation & Estate Planning

Wealth Preservation & Estate Planning Practice Leaders

Varner & Brandt's team of wealth preservation attorneys provide a personal touch and valuable expertise in the increasingly complex world of estate planning, probate, and trusts, helping our clients (both private citizens and businesses) build a lasting financial legacy. Today’s multi-faceted economy and ever changing laws create financial challenges that require personalized and focused attention along with sound legal advice and planning for a secure financial future.

Our firm’s specialized wealth preservation team has over 40 years of experience serving Riverside and San Bernardino Counties. Among our attorneys is an Accredited Estate Planner (AED®), leaders on local estate planning councils and advisors on local institutions' planned giving advisory boards. Whether you are an individual, family or business Varner & Brandt is here to help you understand and protect your financial present and future. Our attorneys provide our clients with a variety of tailored wealth preservation services, including:

  • Business Succession Planning
  • Charitable Giving
  • Decedent Estate Administration
  • Durable Powers of Attorney
  • Elder Law
  • Estate Planning
  • Family Limited Partnerships
  • Guardianships and Conservatorship Management
  • Health Care Directives
  • Insurance and Health Care
  • Living Trusts
  • Powers of Attorney
  • Probate
  • Probate Avoidance
  • Retirement and Disability Planning
  • Trust Administration
  • Trusts
  • Wills