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, Special Needs Trusts, Intentionally Defective Grantor Trusts, and Financial abuse of the elderly matters.

Conservatorships: Conservatorships of the Person and the Estate, General and limited Conservatorships.