Services
Estate Planning:
Simple and Complex Will and Trust Drafting, Educational Trusts, Special
Needs Trusts, Estate and Income Tax Planning, IRA, 401(K) Planning and
Evaluation, Transfers of Real Estate and Business Interests.
Trust Administration: Distribution of assets upon death, Trustee Representation and Counsel, Representation and advisement of beneficiary rights, Division of assets for A B Style Trusts upon the death of the first spouse, Sub Trust Funding, Establishing Trusts for minors, Fiduciary Accountings, Evaluation of tax treatment for IRAs and 401(K) distributions.
Probate:
Testate and Intestate Estates, Spousal Property Petitions, Petitions to
Determine Succession to Real Property, Transfers of Small Estates
Pursuant to Probate Code Affidavit method, miscellaneous probate matters and petitions.
Trust & Estate Litigation:
Will Contests, Trust Contest, Disputes between beneficiaries, Removal of Trustee
Actions, Defending Trustee Removal Actions, Compelling Trustee
Accountings and Distributions, Reformation of Problematic Trusts,
Establishing Community Property Interests in a Deceased Spouse's Estate
for Surviving Spouses.
Elder Law:
Medicare and Medi-Cal Planning for Long Term Nursing Care, Medi-Cal
qualification matters, Medi-Cal state recovery matters, Protection of
home, maximizing assets which can be maintained by a spouse and family
upon an elder entering a long term nursing care facility, Community
Spouse Resource Allowance Increase matters and Financial abuse of the
elderly matters.
Conservatorships: Conservatorships of the Person and the Estate, General and limited Conservatorships.