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Estate Planning

  

Estate planning requires individual care and attention. We provide that to you. We assist you in clarifying and carrying out your estate planning goals. We are experienced in working with people as they go through the changes that many of us face at different times – whether those changes involve family matters, medical issues, or issues related to changing, complex, or co-owned assets.

We also assist and represent Executors and Trustees through the process of Probate or Trust administration.  We prepare estate and gift tax returns.  We represent Trusts and Estates before the IRS and when necessary, we litigate estate tax issues before the U.S. Tax Courts and District Courts.  We handle claims and litigated matters. 

  

Matters

  
  • Establishment of charitable trusts and family foundations
  • Elder Law
  • Estate and gift tax planning and returns
  • Medi-Cal planning
  • Preparation of powers of attorney for health care and asset management
  • Probate and trust Administration
  • Probate, Trust or Tax Court Litigation
  • Creation of special needs trusts
  • Preparation of wills and trusts
  • Business succession
  • Pre-Marital agreements

Recent Projects


  • Represented trustee in multi-million dollar trust contest case.
  • Represented high net worth client with assets exceeding $70M in estate planning and business succession process.
  • Advocated for interests of beneficiary of estate in a multi-million dollar trust administration
  • Represented trust beneficiary in action against a trustee who violated their fiduciary duties.
  • Represented trustees of trust which owned significant works of art.

Presentations


  • “Estate Planning 101 for Clergy,” Roman Catholic Diocese of Fresno, Fresno, CA, February 2015;
  • “Trusts 101,” National Business Institute, Bakersfield, CA, January 2015;
  • “Trusts 101,” National Business Institute, Fresno, CA, December 2014;
  • “Rules of Trust Administration,” Lorman Education Services, Fresno, CA, October 2014;
  • “Drafting Effective Wills and Trusts,” National Business Institute, Fresno, CA, June 2013;
  • “The Probate Process From Start to Finish” National Business Institute, Fresno, CA, March 2010.

Articles


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