Estate Planning: Simple and Complex Will and Trust Drafting, Educational Trusts, Qualified Terminal
Interest Property Trusts (QTIPs), Retirement Benefits Trusts, Qualified Personal
Residence Trusts (QPRTs), Irrevocable Life Insurance Trusts (ILITs), Intentionally
Defective Grantor Trusts (IDGTs), Crummy Trusts, Special Needs Trusts, Estate and
Income Tax Planning for IRAs,401(K)s and other retirement accounts, Transfers of
wealth, real estate and business interests between generations.
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, miscellaneous
probate matters and petitions.
Trust & Estate Litigation: Will contests, Trust contest, Disputes between beneficiaries, Undue influence and lack of
capacity cases, Prosecution and defense of caregiver beneficiary cases, Omitted spouse
matters, Disinherited child cases, Lost will cases, Creditor claims against trusts and
estates, Trustee surcharge actions, Financial abuse and fraud of elders or dependent
adults, Prosecution and defense of trustee removal actions, Compelling trustee
accountings and distributions, Objections to accountings, Reformation of problematic
trusts, Court actions to modify irrevocable 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, Medi-Cal qualification matters, Medi-Cal state recovery matters,
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,
Special Needs Trusts, Intentionally Defective Grantor Trusts, and
Financial abuse of the elderly matters.
Conservatorships: Conservatorships of the Person and the
Estate, General and limited Conservatorships.