I am dedicated to achieving client satisfaction in assisting clients with their estate planning needs. I strive to maintain strong relationships with clients , gaining their trust and confidence by providing top-tier legal services.
• Estate Planning: Estate planning documents can take many forms, so it is important to create individualized documents to reflect how you wish your assets are to be transferred after death. Within my solo practice, I am able to provide a personal touch to your estate planning, bringing creative solutions to complex estate planning issues.
• Taxation: Miscalculating your net worth can leave you exposed to exorbitant estate taxes. My extensive experience in estate planning can help you identify and avoid costly taxes in the transfer of your assets after death.
• Trust Administration: On your own, it can be difficult to execute the legal matters involved in trust administration promptly and efficiently after a loved one’s death. My goal is to relieve the anxiety and stress in this difficult time by providing clear and thorough legal advice on any issue arising during the administration of the trust.
• Probate Administration: My comprehensive experience in probate administration allows me to provide efficient probate administration services for all kinds of estates, whether modest or complex. Navigating the court system during the Probate process can be confusing. My job is to relieve the confusion to allow for a much smoother process.
• Special Needs Planning: When one or more of your beneficiaries are disabled, special considerations come into play regarding your estate plan, including, but not limited to, your beneficiary’s ability to retain government benefits and manage trust assets. I welcome the opportunity to serve your estate planning needs by drawing on my extensive experience with Special Needs Planning in order to design a customized Special Needs Trusts for your beneficiary.
• Conservatorships: Incapacity of a loved one, whether permanent or temporary, can be stressful enough on its own without having to address the ensuing legal considerations in managing physical well-being or financial affairs. My solo practice offers personalized counsel and representation, allowing me to provide caring counsel on these sensitive matters.
• Guardianships: There are many reasons that can cause a child’s parents to become incapable of providing proper care for their child. Through the preparation of comprehensive estate planning documents, I can help you ensure the safety, care and well-being of your minor child in case of incapacitation.
• Long-Term Care Planning: It can be difficult to anticipate the possible expense of long-term care when planning retirement expenses and allocations for beneficiaries. With my wide-ranging experience in elder law, I can assist you in making decisions regarding long-term care in such a way that you will not have to exhaust your savings.
• Medi-Cal Planning: If you are eligible for public benefits, Medi-Cal can significantly decrease your spending on long-term care. If you do not already qualify, I can provide legal assistance that will guide you to becoming qualified under Medi-Cal’s income and resource guidelines, without letting go of all of your assets.
• Education Trusts: By establishing an Education Trust in your estate planning documents for the future education of your descendants, I can help you ensure that your children or grandchildren will have the necessary resources to pursue a post-secondary degree. Education Trusts are also subject to fewer taxes, up to a certain amount.
• Powers of Attorney: If you become incapacitated for any reason, an Advance Health Care Directive (Advance Directive) and a Durable Powers of Attorney (DPA) provide legal guidelines that allow your chosen representatives to make decisions related to your health and finances. The Advance Directive designates the individual(s) who have authority to make healthcare decisions on your behalf, while also explicitly stating your desires regarding life-sustaining treatment, organ donation, and so on. Your DPA allows another person the authority to act on your behalf as an “attorney-in-fact” with regard to financial and personal matters while you are incapacitated.