Living Trust Case Summary | Aliso Viejo
January 2025
As a busy executive in Aliso Viejo with young children, I kept postponing estate planning. James made the process incredibly straightforward. He created a comprehensive living trust that protected our $3.2M estate and included essential provisions for our children's future education. The peace of mind knowing our family is protected is priceless.
Technology Executive, Aliso Viejo
Practice area(s): Estate Planning
James Burns
James Burns, Esq. is a seasoned attorney specializing in estate planning, asset protection, and tax law. Known for his expertise in Private Placement Life Insurance (PPLI), James helps high-net-worth individuals protect their wealth and achieve tax efficiency, including pre-immigration planning. With over 20 years of legal experience, he offers tailored solutions for estate planning and corporate transactions. James is also a published author and sought-after speaker, recognized for his deep knowledge and strategic approach to wealth preservation.
