Estate Planning, Probate and Trust Administration

I am a board-certified attorney specializing in Estate Planning, Trust Administration and Probate law. I help individuals, families, and business owners establish Wills, Trusts, Powers of Attorney and Healthcare Directives. I also assist my clients with charitable giving, asset protection, business succession planning, and retirement trusts to confidentially pass their property their property to their descendants.

The estate planning service I provide is my advice and counsel – which manifests itself in an estate plan custom built for you. I do not sell generic fill-in-the-blank forms or one-size-fits-all products. I do not run a high-volume trust factory where you, the client, are relegated to junior staff after the sales pitch. Rather, I spend quality time with you, often in your home, to understand your unique circumstances so I can craft the most advantageous estate plan for you and your family. I also explain your options and the operative law in layman’s terms. I do this in the expectation that our relationship will be lifelong. And I fully understand the estate plan is one your family must live with after you are gone.

Because I specialize in this area, I have expertise beyond that of a general practitioner. I am an active member of Wealth Counsel, which is the preeminent provider of estate planning tools and programs for elders. Also, I provide services on a flat-fee basis whenever possible, so you do not have to worry about being billed every time you have a quick question.

My Services

Estate Planning

Estate Planning considers ones their current circumstances and to proactively plan for contingencies and eventual death.

Advanced Planning

Advanced Planning deals with complex trusts and devices to minimize income and estate taxes and pass wealth to family or charities.

Asset Protection

Asset Protection focuses on sheltering your estate against creditors and predators - preserving wealth for your descendants.

Probate

Probate is a court proceeding to conclude all the legal and financial matters of the deceased – with or without a Will.

Trust Administration

Trust Administration is a non-judicial process to distribute property placed into the Grantor’s Trust to its beneficiaries.

Conservatorships

A conservatorship is a court proceeding to protect a person who cannot care for their own person or property.

Medi-Cal Planning

Medi-Cal can pay for the medical care of low-income clients and for long-term nursing home care.

Veterans Pension

A VA Pension can pay for the medical care of disabled low-income war veterans and nursing home care.

Special Needs Planning

A Special Needs Trust can preserve public benefits for beneficiaries with disabilities.