Collins & Associates practices law in Santa Barbara, CA specializing in trusts and estate planning and administration and in nonprofit and tax-exempt organizations. Our clients are located in California and beyond.
Each client is unique. Our goal is to listen carefully, ascertain, define and refine the client’s goals (which change over time); identify and discuss options; help in the decision-making process; draft documents and provide such other services agreed upon to carry out the objectives and options chosen; and customize our work to meet the client’s unique circumstances.
In short, we provide customized services to meet our client’s unique needs in the areas of trusts and estates planning and administration and in nonprofit and tax exempt organizations.
We specialize in:
▸ Trusts (e.g., living trusts, dynasty GST trusts, insurance trusts, IRA trusts, charitable trusts)
▸ Estate, Gift, Generation-Skipping and Property Tax Planning
▸ Asset Protection and Business Succession Planning
▸ Retirement Asset Succession
Probate and Trust Administration
Including 706s, Asset Allocation Planning, Sub trust Funding, Preserving Property Tax Base, Summary Probate Procedures, and Guiding individuals named as Trustees and Executors in the Trust and Probate Administration process
Non-Profit and Tax Exempt Organizations (corporations, trusts, LLCs, unincorporated associations)
▸ Formation and Operation of Nonprofit and Tax Exempt Organizations, including Public Charities (e.g., charitable, religious, educational, literary), Private Foundations, Private Operating Foundations, and Supporting Organization
▸ Governance Matters, including drafting and reviewing policies and procedures (e.g., endowment agreement, gift acceptance policy, independent body questionaire, conflict of interest policy and compensation policy), and Responding to Form 990 Governance Questions
▸ Policies for Governance
▸ Unrelated Business Income
▸ Compliance (IRS, FTB, Charitable Trusts Section California Attorney General’s Office, Board of Equalization, County Assessor)
▸ Outside general counsel for day to day operations
Please email or call us with questions about your legal matter — and provide as much information as possible in your inquiry. Although this contact does not serve to establish an attorney/client relationship, it will enable us to begin to assess whether what you request and the services we provide are a good match. We look forward to hearing from you.