Collins & Associates

Lawyer
Santa Barbara California 93101

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Collins & Associates: Legal Services

Contact Information

  • Company
  • Collins & Associates
  • Year Established
  • 1981
  • Location
  • 213 West Canon Perdido Street
    Santa Barbara, CA 93101
    United States

Company Details

  • Business, General Business Lawyer
  • Personal Quote/motto:
  • Collins & Associates: Legal Services
  • Year Established
  • 1981
  • Hours of Operation
  • Monday Through Friday 9am til 5:30 pm

More About Collins & Associates

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:

Estate Planning

▸ Wills

▸ 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


Collins & Associates Specialties


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