Estate Planning
We offer comprehensive estate planning services, including preparation of trusts, wills, powers of attorney, health care directives, property agreements, transfer documents and other documentation as required. Plans offered range from simple, single-settlor living trusts for clients of modest means to complex plans appropriate for large estates. Office procedures for handling these matters are highly automated and make extensive use of model documents, forms and checklists to insure quality documentation and timely delivery. Most of these assignments are handled on a flat, all-inclusive fee basis.

We generally do not accept cases involving planning for Medi-Cal or other public benefits (so-called “elder law” cases). In our experience, such cases require close and continuous monitoring of state and local welfare benefit policies that is better handled by offices which specialize in such matters. Such cases may also present difficult ethical issues, particularly where we have previously represented the proposed Medi-Cal beneficiary.

Our general approach to estate planning is to make our documentation as simple as possible and to be certain that each client understands and is comfortable with the design and the objectives of his or her plan.