Minimizing estate taxes and protecting your assets from government intervention through rock solid estate planning

Welcome to Our Firm

At Cheever Law, APC we are committed to providing professional, high-quality legal services to clients all over California in the areas of Estate Planning and Business Planning, differentiating ourselves through professional excellence, straightforward communication, personal attention and creative custom solutions.

Through the use of Trusts, Wills, Durable Powers of Attorney and Advance Health Care Directives, we help families preserve their wealth for future generations, avoid the arduous process of government intervention (probate), put a plan in place to ease the pain on family members at death and minimize exposure to estate taxes.

We also work with small business owners to help them navigate the legal landscape, handling all aspects of business planning to ensure your business is protected and your entity is in compliance to avoid any potential personal liability. Our practice includes Small Business Planning and Business Succession Planning.

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Attorney at Law

Estate Planning

estateOminous as it sounds, there is some truth in the old saying, “the only things certain in life are death and taxes.” While Estate Planning does factor in with death and taxes, there is much more to it. An “estate” is the term used to reference all of your affairs, both your assets and your liabilities, regardless of its value – you don’t need to be “rich” to require a well structured Estate Plan. It is the process of putting a plan in place in the form of legal documents to handle your estate during any period of incapacity due to an accident or illness, designating guardians for your minor children in the event of premature death, along with anticipating and arranging for the distribution of your estate when you pass away.

Such Estate Planning documents when written and recorded correctly can save you and your next of kin from substantial expenses and stress from government interference while distributing your estate and calculating estate inheritance taxes thereof. Proper estate planning ensures that your estate will be passed to whom you want, when you want and in the manner you want without the government assuming control over your estate during your incapacity and dictating terms on your behalf.

If you have assets and liabilities, regardless of your age, you need to pay attention to protect your estate and consider an estate plan. You’re working and have worked hard to build up your estate, now let’s help you protect it from litigations and government interferences. Most likely you have many questions and you may be unsure of what you need or why you need such a plan in place. At Cheever Law, APC we understand your concerns and we will provide you with answers, expert direction, execution of your Estate Planning documents and administration based on our experience and extensive knowledge in such matters.

Protecting Children

If you are a family with young children, then your estate plan should begin with a foundation that ensures your children will always be protected, no matter what happens. A well defined Estate Plan goes above and beyond just a life insurance policy because without an estate plan, even the proceeds of an insurance claim can be subject to government intervention and taxes thereof.

At Cheever Law, APC one of our areas of greatest expertise is protecting minor children. You are obviously working and have worked hard to give your family a safe and comfortable life. Through a well structured estate plan, we can ensure that in the event of the unforeseen circumstances your estate is protected and continues to serve your loved ones.

Without proper planning, if the unthinkable happens to you, here’s what could happen:

  • Your children could be placed into Child Protective Services (CPS) even if you have a will in place; even if you have a living trust
  • A Judge who doesn’t know you, or your family, will decide who will raise your kids, even if it’s the last person you would ever want
  • Approximately 5% of the total value of your assets could be lost due to probate
  • A court process can tie up your assets for months or years and deprive your kids of the resources they need to live comfortably
  • When your kids turn 18, they get a check for whatever assets are left after all the other debtors and stakeholders have been paid
  • There are unscrupulous people whose business is to review public records to find out what 18 year olds are coming into money
  • The vast majority of estate planning attorneys do not address these issues, and do not plan from a parents perspective

We have dedicated our life’s work to make sure these things don’t happen! That’s why we prepare all the necessary documentation to ensure your children are protected with every estate plan we do for families with young children.

Trust Administration

trustAdministrationTrust Administration is the process that is completed when a loved one passes away. The administration of a trust is an important and sometimes complex task that must be fully understood. If your family has experienced the loss of a family member, our office can assist you with the legal process. Our office believes that a wisely drafted, carefully executed estate plan is the critical component of a family’s wealth management. Therefore, we provide families with quality Trust Administration and Probate services tailored to each client’s specific needs and goals.

Trust administration is a service we offer the families of our clients. There are many legal requirements that must be satisfied within certain deadlines and it is recommended to have a lawyer or other experienced professional assist in the process.

Business Planning

businessLawIf you are thinking of starting a business in San Diego or you already have an established business, having a knowledgeable business lawyer on your side will give you the peace of mind so that you can focus on growing your business. At Cheever Law, APC we can assist you in the following aspects of your business:

  • Small business planning
  • Business structure counseling to help you decide which business type is appropriate
  • Incorporation services
  • LLC formation services
  • Corporate maintenance services
  • Employment agreement drafting and review
  • Confidentiality (Non-disclosure) agreements
  • Contract review, explanations, and negotiations
  • Buy-Sell Agreements

While quite a handful of companies on the internet are offering do-it-yourself kits to create your business entity and with some forms, they are seldom around to provide sound business counsel and guide you through the rigors of compliance in today’s highly charged and litigious business world.

Client Testimonials

Cheever Law, APC is committed to providing professional, high-quality legal services to clients in San Diego, California and the surrounding areas. We provide a special brand of legal assistance in the areas of estate planning and business planning. Below are some of the testimonials from our clients – more are available upon request.

I have had the opportunity to interview Tara extensively and have already recommended her to a financial advisor looking for an estate planning attorney for his clients requiring trust and estate work. I would recommend Tara again based on her honesty, work ethic, professional network and how she interacts with people.

Bill T.

Thanks so much for the excellent meeting on Dec. 31. I think we are a good fit. You are obviously more than just competent and have a talent for making complicated issues understandable. A bonus is how pleasant you are to deal with!

Marty R.

I was very impressed with Tara after our first meeting. She is well versed on her subjects and made complex problems very simple. I would recommend her to anyone looking for an attorney in her field.

Mike D.

Friendly, knowledgeable and so easy to work with! Tara makes the whole process painless.

Melissa O.