Crafting & Protecting Legacies

Welcome to Pederson Law Offices, where our seasoned attorneys blend their vast experience with the warmth of client-centered service. With deep roots in the Conejo Valley, we've been trusted advisors for generations, providing expert guidance in estate planning, probate administration, and trust administration for over 40 years.

Get in touch.

Crafting & Protecting Legacies

Welcome to Pederson Law Offices, where our seasoned attorneys blend their vast experience with the warmth of client-centered service. With deep roots in the Conejo Valley, we've been trusted advisors for generations, providing expert guidance in estate planning, probate administration, and trust administration for over 40 years.

Get in touch.

What we provide is not just a legal service; it's the art of sculpting a secure future for your wealth and loved ones. It's a personalized roadmap ensuring your financial legacy stands the test of time.

Our holistic approach extends beyond technical expertise, emphasizing personalized solutions that align with your values and dreams.

ESTATE PLANNING

Crafting personalized strategies for wealth protection, tax minimization, and enduring legacies that reflect your values.

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PROBATE

Expert guidance through probate complexities, ensuring efficient administration and support to your family during a difficult time.

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TRUST ADMINISTRATION

Meticulous fiduciary guidance, asset oversight, and transparency through trust administration, to help ensure family legacies are preserved.

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THE PROCESS

We plan bright futures for generations to come.

01

Discover

Uncover the intricacies of your financial and family landscape, goals, and aspirations in an in-depth consultation.

02

Craft

Meticulously design a personalized estate plan that aligns with your unique needs and optimizes your legacy.

03

Navigate

Expertly guide you through the complexities of wealth preservation amid changing legal landscapes.

04

Elevate

Transform your estate planning experience with innovative solutions, leaving a lasting impact on your financial legacy.

OUR MISSION

Dedicated to your family's legacy.

We pride ourselves on crafting personalized solutions that safeguard your wealth, ensure seamless transitions, and leave a lasting legacy.


With deep roots in the Conejo Valley, we understand the unique needs of our clients. Our seasoned attorneys bring decades of experience, offering unparalleled insights in estate planning, probate, and trust administration.

About Us

Experience personalized solutions crafted for your unique financial landscape and family dynamics.

Navigate complex legalities seamlessly with our expert team by your side.

Unlock peace of mind as we safeguard and optimize your financial legacy.

Trust in a team driven by integrity, innovation, and your prosperity.

Ready to elevate your estate?

Your family deserves the best.

why we stand out

Estate planning isn't just about managing assets; it's about securing the future for your loved ones.

  • Why is estate planning essential?

    Estate planning is crucial to strategically manage and preserve wealth, minimize tax liabilities, and ensure a smooth and efficient transfer of assets to future generations, safeguarding family legacies.

  • What sets our estate planning expertise apart from others?

    We differentiate ourselves by seamlessly combining unmatched expertise with innovative solutions. Our approach ensures not only exceptional service but a transformative experience that optimizes your financial legacy.

  • What is the first step in beginning the estate planning process with our team?

    The initial step involves a consultation where we learn about your unique circumstances, goals, and concerns. This allows us to outline a tailored strategy, providing you with a clear roadmap for securing and optimizing your financial legacy.


4,000+

estate PLANS CRAFTED

Each of our team members has worked tirelessly to be by our clients' side when they need us most.

350+

Probate Administrations Completed

We take seriously that every person in your family is impacted by your financial security.

1,000+

TRUST Administrations Completed

We're proud to have worked with clients to secure their lifestyles and legacies.

40+

YEARS IN BUSINESS

Experience is a driving factor in understanding how to secure wealth long-term.

4,000+

estate PLANS CRAFTED

Each of our team members has worked tirelessly to be by our clients' side when they need us most.

350+

Probate Administrations Completed

We take seriously that every person in your family is impacted by your financial security.

1,000+

TRUST Administrations Completed

We're proud to have worked with clients to secure their lifestyles and legacies.

40+

YEARS IN BUSINESS

Experience is a driving factor in understanding how to secure wealth long-term.

Get to know what we do best.

Practice Areas
TESTIMONIALS

We're proud to stand behind our work.

OUR LATEST

Stay up to date with the latest.

Dive into our blog, where we offer a wealth of knowledge to guide you through the ever-evolving realms of estate planning, probate, and trust administration.

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By Grant Pederson 03 Jan, 2024
Are you one of millions who setup your revocable living trust years ago and thought you were done? No question that a Revocable Living Trust (RLT) is a great, relatively simple, and effective estate planning tool. In fact, it is the core component of most estate plans. However, a RLT requires periodic review to ensure that it accurately addresses your family’s current circumstances and your ever changing goals. The following is a simple list of questions you should ask yourself on an annual basis to determine if your current plan is appropriate: Have there been any births, deaths, illnesses, or accidents in your family which would impact your distribution plan? Are your named beneficiaries competent and mature enough to receive the distributions pursuant to your current plan? Are any of your beneficiaries or heirs receiving or likely to receive any public assistance due to a disability? If so, please consider the appropriateness of a Special Needs Trust to protect that individual. Are the successor Trustees of your Trust and Executors of your Will all in good health and competent to serve in those capacities? Have all of your assets been changed to the name of the Trust and are your Schedules of Assets up to date? Specifically, have you purchased any new property or refinanced any old property, and have deeds been prepared to transfer that property into the name of the Trust? Has the size of your estate changed due to an inheritance, a new life insurance policy, or an increase in the value of investments, etc.? Are the attorneys in fact and health care agents for your Durable Powers of attorney in good health and still competent to serve in those capacities, or have those Powers of Attorney expired? If you have significant assets in tax-deferred or tax-free accounts such as 401k’s, IRA’s, Roth IRA’s, etc., do you understand your options regarding beneficiary designations, and how those designations will impact the estate and income tax planning aspects of your trust? New techniques are available to further protect these types of assets, without compromising the tax benefits associated with these tax-deferred or tax-free accounts. Additionally, you should also review your estate plan whenever a major change in the law occurs. At a minimum, we recommend that you sit down with your estate planning attorney to review your trust at least once every three years.
By Grant Pederson 29 Dec, 2023
Life Insurance can be a wonderful estate planning tool when properly utilized. Not only does it provide income replacement in case of premature death, but it also provides liquidity in estates that may face significant Federal Estate Taxes. You may have been told by your insurance broker that life insurance is “tax free” to your heirs/beneficiaries. Not so fast…let’s clarify what is meant by “tax-free.” While the beneficiaries of a life insurance death benefit will typically receive that benefit free of any income tax, the total value of the death benefit will typically be included in the estate of the deceased individual for purposes of calculating Federal Estate Taxes. Remember, Estate Tax rates have fluctuated between 35 to 55 percent over the last decade. The estate tax exemption has fluctuated between $1 million and $5 million since 2001. This occurs because as the owner of the policy, the deceased individual held the power to direct where the death benefit would be paid. Thus, the IRS considers the full value of the death benefit subject to Federal Estate Taxation. To avoid Federal Estate Taxation on life insurance, you must simply avoid being the owner of the policy. The I rrevocable L ife I nsurance T rust (ILIT) is a simple and effective way to transfer life insurance proceeds “Estate and Income Tax Free” to your beneficiaries.

Good counsel is more than just legal advice.

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We're dedicated to providing nuanced guidance, ensuring that your unique circumstances receive the thoughtful and expert counsel they deserve.

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