Estate Planning / Administration
Practice Areas / Estate Planning / Administration
Our lawyers help our clients with all aspects of their estate and succession planning. We offer fully-integrated advice to preserve wealth, transition family businesses, and promote our clients’ goals with respect to the ultimate disposition of their estate, whether that involves family, charities, or others. Each plan is custom tailored to the client’s unique personal situation. We take a “partnership” approach to estate planning in an effort to ensure that the final plan reflects the client’s objectives. In addition to assisting with the planning stage, we offer assistance with all facets of post-death administration.
Our attorneys can assist you with:
- Estate planning
- Wills, trusts, and other planning documents
- Financial and health care powers of attorney
- Entity formation / Family partnerships
- Disputes regarding wills and trusts
- Conservatorships and special needs trusts
- Elder law and Medi-Cal planning