Hofer & Harris, APC

Hofer & Harris, APC Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Hofer & Harris, APC, Lawyer & Law Firm, 25500 Hawthorne Boulevard, Ste. 1060, Torrance, CA.

Our purpose is to provide you with timely, accurate, and customized services to enable you to plan for the future, settle an estate, or navigate an incapacity event with confidence.

08/11/2020

Services:

-Innovative and Protective Trusts

Hofer & Harris can assist you with designing trusts to protect your heirs from the effects of failed marriages, creditors, substance abuse and personal financial mismanagement. Our trusts have been deployed by trust companies, professional trustees and private family trustees with great success.

For persons living with disabilities, we can assist with special needs trust planning. This process often involves coordinating the parents’ estate plan, the needs of the beneficiary, and the recommendations of a care manager and tax advisor.

08/11/2020

Services:

-Tax and Multi-Generational Wealth Transfer Planning

The world of estate planning and post-death estate settlement is fraught with tax issues, from income tax, to transfer tax (i.e., estate tax) to property tax.

In California, preserving low property taxes for the next generation tends to be a particularly relevant issue that can often be difficult to navigate. One counterintuitive misstep in this area can produce a draconian reassessment. We can help you safely through this minefield.

When transferring wealth to the next generation, we can assist you with tax forecasting under a variety of scenarios. In addition, we are experts in drafting trusts that can provide a large degree of flexibility to anticipate future changes to the tax landscape.

08/11/2020

Services:

-Post-Death Estate Settlement and Probate Administration

When death occurs, the deceased person’s estate must be settled in an orderly process. Typically, proper legal notice must be given to heirs and governmental agencies, assets must be inventoried and accounted for, debts must be settled and assets transferred to or for the benefit of the decedent’s heirs. The estate settlement process may be supervised by a court (probate administration) or privately if the decedent had done proper planning. Typically, private planning (via a trust or other means) leads to a quicker, less expensive and more private estate settlement. If you fail to pro-actively plan, by default your estate may be subject to a court-supervised probate administration.

At Hofer & Harris we can properly advise executors and trustees as to their duties and liabilities in settling estates. Hofer & Harris has in-house personnel resources to assist clients with an economical estate settlement, including but not limited to assistance with dealing with financial institutions, escrow companies, re-titling assets and fiduciary accountings.

08/11/2020

Services:

-Incapacity Planning and Conservatorships

Most people experience a substantial period of diminished capacity before passing on. As a result, you should plan for your incapacity, regardless of your level of income or resources. We can assist you with setting up practical trust-based incapacity solutions as well as assist you with setting up your powers of attorney for financial management and advance health care directive.

If a loved one is already experiencing an incapacity event and that person has not done his or her private planning, we can assist in arranging a court-supervised conservatorship.

08/11/2020

Services:

-Estate Planning

Hofer & Harris can provide you with expert counsel and assistance in building your own, customized estate plan. We can walk you through each phase of the planning steps, including identifying your assets and liabilities, analyzing the relevant issues (i.e., family dynamics, tax consequences, the best way to transfer types of assets, picking a suitable fiduciary), assist you in coming to informed decisions, then assist you with putting your plan into effect.

Foundational estate planning in California often involves the creation of a revocable, living trust for probate avoidance, a pour-over will, a property agreement (for spouses or joint owners of a property or business), powers of attorney, and other related documents. Planning for minor children or young adults often involves nomination of proposed guardians, setting up protective and incentive-based trusts, protective solutions for retirement plans (pre-tax assets), and counsel regarding writing effective letters of instructions to the guardian and successor trustee.

Because of our experience on the planning, incapacity and post-death estate settlement phases, we know what type of planning works best on a practical level.

Marianna HoferRetiredMarianna Hofer practiced law in the South Bay for 25 years before retiring in December of 2010. Aft...
08/11/2020

Marianna Hofer

Retired

Marianna Hofer practiced law in the South Bay for 25 years before retiring in December of 2010. After raising her children she became a non-traditional law student in her 50s, graduating from Loyola Law near the top of her class. Ms. Hofer will be remembered both personally and professionally for her warmth, enthusiasm, genuine care for the elderly and as one who held to her conscientious and thrifty values. Pro bono and community service were central to her core values. She will be missed and we wish her all the best in her well-deserved retirement.

Eric J. HarrisAttorney Eric J. Harris was born and raised in Southern California. He initially worked in the high-tech i...
08/11/2020

Eric J. Harris

Attorney Eric J. Harris was born and raised in Southern California. He initially worked in the high-tech industry and attended BYU and the University of Idaho. In 2006, Eric joined with Attorney Marianna Hofer to form Hofer & Harris, LLP. The partnership continued until Ms. Hofer’s retirement in 2010. Eric is board certified as a legal specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization.

Memberships & Associations:

-The State Bar of California
-Board Certified in Estate Planning, Trust and Probate Law, State Bar of California Board of Legal Specialization
-California Lawyers Association, Trusts and Estates Section
-Los Angeles County Bar Association, Trusts and Estates Section
-South Bay Bar Association
-South Bay Estate Planning Council (board member)
-Professional Advisory Council, Torrance Memorial Medical Center
-Professional Advisory Council, Cancer Support Community of Redondo Beach

Address

25500 Hawthorne Boulevard, Ste. 1060
Torrance, CA
90505

Opening Hours

Monday 9am - 5pm

Telephone

+13105406877

Website

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