Practice Areas

Correcting Incorrect or Incomplete Trust Funding and Trust Transfers

A Trust is “funded” when property is transferred to it by a “trust transfer”. Property  defectively  transferred to a Trust is not Trust Property, and the Trust does not own it or control its distribution.
Learn More

Emergencies – Exigent Estate Plans

Despite their best intentions, people who need a new or updated estate plan, or their loved ones, delay until age, injury or illness makes an Exigent Estate Plan necessary to avoid intestacy or unintended results. We draft Exigent Estate Plans. If time permits, we draft more complete plans.
Learn More

Estate Planning

Most Estate Plans include a Trust and the following documents for each Client: Will, Durable Power of Attorney for Assets, HIPAA Authorization, and Advance Directives to Physician. We draft guardianship provisions when there are minor children, (See FAQ for an informative description of these documents).
Learn More

General Trust Funding

We assist with General Trust Funding  to insure Trusts work as planned. We routinely assist Settlors and Trustees with transfers of real property, business interests, financial accounts, partnership interests, vehicles, and other property into their Trusts.
Learn More

Probate

Probate occurs in the Court’s Probate Department. Documents filed with the Court’s Probate Department are public records. The Court supervises and settles disputes concerning every step of the process.
Learn More

Second Marriage & Blended Family Trusts

Divorce and remarriage require new Trusts. If each party to a new marriage has children, careful drafting is required to preserve pre-existing interests and property and provide for jointly owned property, especially when one or both parties brings children into the new marriage or have a child or children together.
Learn More

Trust Administration

Although essential after-death tasks in Probate and Trust Administration  are similar, Trust Administration is usually quicker and less expensive than Probate. Upon the death of a Settlor (the person who established the Trust), the Trustee (the person who runs the Trust according to its directions) administers the Trust without Probate Court oversight unless it is necessary.
Learn More

Trust Litigation – Probate Litigation

Trust Litigation includes Probate Litigation because these cases are tried in Probate Court. They frequently involve disputes about validity of documents, sufficient mental capacity to create an estate plan, elder abuse, undue influence, Trustee wrongdoing, funding, accounting, and creditor claims.
Learn More

Trust Updating – Amendment & Restatement

Life changes and Law changes frequently require Trust changes.

A Trust Amendment deletes some provisions of an existing Trust and replaces them with new provisions. Anything not replaced remains in effect and the Trust keeps its existing name. After Amendment, the Trust consists of all provisions not replaced plus new, added provisions. A Trust may be Amended many times.
Learn More

Unmarried Life Partners / Living Together Trusts

In California Unmarried Life Partners have no rights under the Family Law Code or Probate Code (except concerning their children). Their rights are determined under a hodge-podge mix of partnership law, contract law and laws concerning titled assets (examples of titled assets are real property, financial accounts and vehicles – all of these have a “label” that explains who owns them and the rights of joint owners).
Learn More

Ratings and Reviews