The Law Firm of Richard O. Barndt
About Us

Attorney Richard Barndt

Attorney Richard Barndt was admitted to the California State Bar in 1992 and has been practicing estate planning law in San Diego and Orange County, California, since 1995.

Mr. Barndt graduated with a Bachelors Degree in Electrical Engineering from The Pennsylvania State University in 1986.  After working as an Electrical Engineer for three years, Mr. Barndt attended law school at the Thomas M. Cooley Law School in Lansing Michigan, where he was a member of Law Review.

After graduating law school in 1992, Mr. Barndt passed the Bar Exam in California.  In 1995, Mr. Barndt moved his office to San Diego, and attended the University of San Diego where he earned a Masters in Tax Degree (LL.M., Tax) in 1996.  Mr. Barndt has been practicing in the estate planning field ever since.

Mr. Barndt has been admitted to practice in the all state courts in the State of California, the US Tax Court, the Ninth Circuit Federal Court of Appeals, and the Federal District Court for the 5th Circuit.

Services

Basic Estate Planning Needs, including:

Revocable Living Trusts.
Pour-Over Wills & Simple Wills.
Community Property Agreements.
Durable Powers of Attorney for Financial Purposes (manage financial affairs during incapacity).
Advance Health Care Directives (managing your medical decisions).
HIPAA Authorizations (regarding Medical Information Privacy).
Quitclaim Deeds to transfer real property to your revocable living trust.

Advanced Estate Planning Needs, including:

Federal Estate Tax planning.
Lifetime gifting planning.
Irrevocable Life Insurance Trusts (ILIT).
Charitable Remainder Trusts (CRT).

Tax Return Preparation:

Individual Income Tax Returns (IRS Form 1040 and California Form 540).
Trust Income Tax Returns (IRS Form 1041 and California Form 541).
Federal Gift Tax Returns (IRS Form 709).
Federal Estate Tax Returns (IRS Form 706).

Trust Administration, including:

Assisting with the distribution of trust assets to beneficiaries.
When appropriate, the distribution of real property to children without reassessment.
Obtaining Federal Tax Identification Number for federal income tax purposes.
Preparing a fiduciary accounting.
Performing legally required tasks such as lodging the decedent’s Last Will and Testament and mailing the “Trustee 120 Day Letter” to the required beneficiaries and/or heirs.
When needed, preparing an IRS Form 706 Federal Estate Tax Return and calculating the estate tax due, along with all the accompanying tax forms and supporting documents.

Probate:

Summary Probate Administration (for small estates under $150,000.00).
Formal Probate Administration (for estates larger than $150,000.00).
We try to make probate as tolerable as possible.

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