Knowledge is of two kinds. We know a subject ourselves,
or we know where we can find information on it.
- Samuel Johnson
Areas of Practice
I have committed myself to protecting my clients and their families by focusing my practice on Estate Planning and Probate. Preparing Living Revocable Trusts is a major part of my practice. However, I also assist my clients with Guardianship and Conservatorship, Landlord/Tenant Issues, Name Changes, and Special Needs Planning.
The single most important protection that you can provide for your family is a Living Revocable Trust. A well crafted estate plan can provide for you and your loved ones during your lifetime and long after you are gone.
You have worked hard to provide for your family. Act now to protect them when they need that protection the most.
"Nobody plans to fail. Unfortunately, many simply fail to plan."
The Probate Process
For persons who have chosen to dispose of their property by the use of a will, or worse, without any writing at all, probate is a necessity. Probate involves proving the validity of a will or, if there is no will, determining the distribution of the decedent’s property according to the laws of descent and distribution.
Under California Probate Law, any property in the estate of a decedent worth more than $150,000.00 must be probated prior to distribution to heirs or beneficiaries.
Not only is the probate process time consuming and expensive, it is an uncertain process and often leads to family disintegration.
The most important service I provide is helping families remain united when they need each other most. I can help guide you and your family through this difficult and time consuming procedure.
The Living Revocable Trust
A trustor can save his or her family from the cost, anguish, and uncertainty of a probate by use of a Living Revocable Trust.
The single most important protection that you can provide for your family is a Living Revocable Trust.
Many people believe that a Living Revocable Trust is merely a vehicle for transferring title to property on the death of the trustor. More importantly, the Living Revocable Trust is a device for managing a person's estate while they are alive and protecting the interests of their loved ones after they have died.
Depending on the size of your estate, a Living Revocable Trust can save your family many thousands of dollars in estate and capital gains taxes.
A Living Revocable Trust can also protect the interests of your special needs spouse or children.
To ensure that your Living Revocable Trust accomplishes all that you require I provide:
- Intensive consultation and explanation of the law
- Complete read through of your documents
- Sensitivity, compassion, and absolute confidentiality
Guardianship and Conservatorship
Guardianship and Conservatorship matters are similar in that they require the court to appoint a responsible person to represent, protect, and make decisions for a child (Guardianship) or an incapacitated adult (Conservatorship).
Landlord/Tenant issues involve problems that arise when real property is leased or rented. The enforcement of a rental agreement requires specific adherence to the law by the parties. The eviction process is especially precise and requires strict adherence to the law.
At times it becomes necessary to change your name. Often this results after a divorce, or in order to correct personal records. Fortunately the law provides a means for legally changing a person’s name.