Estate, Trust and Will 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 at Age 70½ for Mandatory Minimum Distributions, 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.
TRUST & ESTATE LITIGATION: Will Contests, 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, 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.
