Welcome to TrustCounsel PC

Our law firm provides Business, Estate, and Legacy Planning for individuals and families in Lake Forest, Ladera Ranch, Mission Viejo, RSM, Laguna Hills, and Aliso Viejo, California.

We focus on planning that empowers our clients and their families to deal positively with life events, and avoid unecessary cost, stress, or conflict.

Our mission is to improve the quality of life for every person and family in the communities we serve, and provide the peace of mind that comes with having a plan that protects you and your loved ones today, tomorrow, and into the future.

Please consider taking these steps to plan for you and your family:

Do I Need a Will?

By David Talley | 2024-01-09

Estate planning is an important process that everyone should consider. The key estate planning documents suggested for every adult in California are: Will – a document expressing what should be done with your assets after you pass away, as well as nomination of guardian for minor children); Advance Healthcare Declaration – a California form that … Read more

Generating Tacit Wealth

By David Talley | 2023-12-18

Wealth comes in many forms, but often the most valuable wealth is the hardest to see. It’s the stuff that’s not physical or monetary, but rather the intangible assets that make life more enjoyable. I like to call this tacit wealth, and it can be found in things like good relationships, a positive social life, … Read more

Expanding Awareness Across Cultures

By David Talley | 2023-11-05

Expanding awareness through intercultural marriage This post is the first in a series focusing on my journey as a husband in an intercultural marriage. I’ll share my thoughts, experiences, and insights on what it’s like to be married to someone from a different culture, amazing opportunites it can bring, as well as the (at times) … Read more

Family Strength in Stories

By David Talley | 2023-10-29

The Importance of Family Ties As human beings, it’s natural to crave a sense of belonging and connection with others. Strong familial relationships are pivotal in maintaining well-being, happiness, and overall quality of life. Family ties function as the emotional anchor that provides support during times of distress or joyous occasions. As such, it is … Read more

Extending Life: Human Beings Becoming Immortal

By David Talley | 2023-10-08

Extending life human beings become immortal as digital beings In a future not too far from now, human beings become immortal as digital beings. We upload our consciousness to the cloud and live forever as data. This may sound like science fiction, but it is already happening. What is digital immortality? Digital immortality is the … Read more

Intercultural Marriage and Wealth

By David Talley | 2023-09-24

Intercultural marriage and wealth creation “When two people from different cultures come together and get married, it’s not just a union of two individuals. It’s the coming together of two families, two traditions, and two worlds. And when it comes to creating wealth, this intercultural marriage can be a powerful force.” So says financial expert … Read more

Nevada Trust Law

By David Talley | 2023-09-17

This article provides an overview of Nevada trust law, including the basics of trust formation, trustee duties, and beneficiary rights. Introduction to Nevada trust law Nevada trust law is based on the Uniform Trust Code, which was adopted in Nevada in July 2001. The Uniform Trust Code sets forth the rules governing the creation, administration, … Read more

Protecting Your Home from Medical Claims

By David Talley | 2023-08-13

Protecting your home from MediCal claims If you’re like most people, you probably think that your home is your castle. But did you know that in California, if you have Medi-Cal benefits, your home could be at risk of being claimed by the state? Yes, it’s true. If you are a Medi-Cal recipient and you … Read more

Keeping Blended Families Out of Court

By David Talley | 2023-08-10

If you have a blended family, you need an estate plan, and not just a will you created for yourself online, or a trust that wasn’t designed to keep your blended family member out of court and out of conflict. Even within traditional families (married parents with families), a comprehensive estate plan is the best … Read more

Dealing With Sudden Loss

By David Talley | 2023-08-06

Dealing with Sudden Loss No one ever expects to lose a loved one suddenly. But when it happens, it can be devastating. Here are some tips for dealing with sudden loss. Dealing with the sudden loss of a loved one The death of a loved one is always a difficult and trying time. When the … Read more