California Estate Planning Services

A boutique law firm focused on Estate Planning, Trust Litigation,

Conservatorships, Probate, & Elder Law

PRACTICE

AREAS

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Estate Planning

If you need Wills, Trusts, Powers of Attorney, & Healthcare Directives.

Trust Litigation

If you need to contest a trust, its administration, or undue influence.

Conservatorships

If the time comes when your parents need help and lost the capacity to do planning.

Probate

If your loved one has passed without any planning or with just a Will.

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Medi-Cal Planning

If your loved one needs long-term care in a skilled nursing facility.

Financial Elder Abuse

If you suspect elder abuse against a senior.

Proposition 19 (Property Tax) Planning

If you intend to leave your children or loved ones real estate, Prop. 19 requires reassessment on all properties other than a primary residence (with some requirements). We can assist with avoiding reassessment on all real properties, both residential and commercial!

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OUR VISION

Our vision is to provide comprehensive legal solutions with attorney communication being our top priority.

When it comes to estate planning, listening is our strong suit. Learning about you, your family, and your business helps us align your values with an estate plan that will leave you with the peace of mind knowing your family will be well taken care of when you're gone.

The vision for our litigation department is to get you desired results. Whether you suspect there has been undue influence and elder abuse or have been wrongly accused of such, our firm will guide you through the Court process and deliver you results. Unlike many law firms, billing is not our top priority. We want you to walk away from the process as quickly and inexpensively as possible. If matters cannot resolve without Court involvement or through settlements and mediations, our team is dedicated to take cases through trial and to deliver a verdict in your favor.

Finally, seniors are of the utmost importance to us. Whether we are planning for a senior, helping them by obtaining a conservatorship for you, or guiding them through the Medi-Cal process, our team understands seniors. We want to make sure our seniors are heard. To do this we take the highest of precautions to protect the senior as well as their family from future litigation.

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