Law Office of Patrick McNally - Anaheim, CA

Sophisticated Estate Planning, Elder Law, and Tax Counsel in Anaheim

Preserving family wealth, safeguarding aging relatives, and navigating estate taxation require seasoned legal training and meticulous fiduciary care. Located on East La Palma Avenue in Anaheim, the Law Office of Patrick McNally provides estate planning and elder care solutions across Orange County. Founding attorney Patrick Scott McNally earned his law degree from University College Dublin, was admitted to the California Bar in 1996, and earned an LL.M. in Taxation from Golden Gate University. Having served on the court-appointed panel for the Orange County Probate Court and lectured for the National Business Institute, attorney McNally offers exceptional legal depth. When you need to hire an estate planning attorney or seek a probate lawyer in Anaheim, this practice delivers reliable counsel.

Custom Living Trusts, Wills, and Multigenerational Wealth Preservation

Without an estate plan, California probate codes dictate asset distribution, subjecting estates to statutory fees and public delays. Operating as skilled estate planning lawyers, wills lawyers, and trusts lawyers, attorney McNally structures tailored estate packages designed to meet family objectives. The practice drafts revocable living trusts, irrevocable dynasty trusts, charitable remainder trusts, and pour-over wills. Combining tax planning with trust drafting, the firm helps clients eliminate tax liabilities while ensuring family assets bypass probate.

Elder Care Law, Conservatorships, and Incapacity Planning

Caring for an aging relative who cannot manage medical or financial decisions demands prompt legal intervention. Functioning as dedicated power of attorney lawyers and elder law practitioners, the firm drafts durable financial powers of attorney, advance healthcare directives, and living wills. When an elderly loved one suffers from cognitive decline without advance documents, attorney McNally guides families through California conservatorship proceedings, establishing guardianships to protect personal safety and assets.

Special Needs Trusts and Settlement Protection Planning

Providing financial security for a child or family member with special needs requires careful drafting to prevent disqualification from essential government benefits. The practice designs first-party and third-party special needs trusts, as well as settlement trusts, ensuring beneficiaries receive financial enhancements while maintaining eligibility for Medi-Cal and Supplemental Security Income (SSI). The firm also coordinates with financial fiduciaries and structured settlement planners to insulate long-term funds from predatory third parties.

California Probate Administration and Trust Settlement

Settling an estate after the death of a family member requires navigating intricate California statutory deadlines and fiduciary accounting rules. Serving as dedicated probate lawyers, the Law Office of Patrick McNally assists personal representatives, successor trustees, and beneficiaries through formal administration and summary probate. The firm manages court inventory filings, creditor notices, tax returns, and property distributions, resolving potential beneficiary disputes amicably while minimizing administrative costs.

Why Choose the Law Office of Patrick McNally

• Advanced Master of Laws in Taxation: Attorney Patrick McNally holds an LL.M. in Taxation from Golden Gate University, ensuring advanced tax mitigation in every estate plan.
• Court-Appointed Probate Experience: Over four decades of aggregate legal practice, including trusted service on the Orange County Probate Court appointed panel.
• Recognized Legal Educator: Frequent featured presenter on estate planning and trust law for the National Business Institute and local bar associations.
• Tailored Personal Guidance: Dedicated, one-on-one attorney representation focused on creating long-term relationships with families and business owners.