Wills, Trusts & Estate Planning
Unlike sketchy fill-in-the-blank and one-size-fits-all options on the internet, our law firm provides custom estate planning services with careful attention to each client's unique circumstances.
A distinguishing feature of the way in which we conduct business is that we meet face to face with each client to personally spend as much time as needed to become fully familiar with your family situation, listen to your wishes, and recommend a customized estate plan to reduce taxes and maximize the efficiency and benefit of your estate to your family and other beneficiaries.
Probate and Trust Administration
When the time comes to execute an estate plan, whether it's a Living Trust or the court-supervised probate of a Last Will, the person named to handle those affairs must perform the strict legal duties of a "fiduciary" in accordance with both the plan documents and a host of California laws. A fiduciary who mishandles the job can be removed from office, and even become personally liable for damages and legal costs.
Our attorneys offer legal guidance in both court-supervised probates and non-court trust administrations to assist clients in carrying out their legal duties and ensure that estate assets are managed lawfully.
Trust and Estate Litigation
Conflicts can arise between family members, beneficiaries, and even creditors of an estate or trust. When a Last Will or Living Trust has been poorly drafted--or there is no estate plan at all--disagreements over the handling of estate assets can lead to stressful disputes, and even litigation.
Our firm provides aggressive legal advocacy for clients in these situations. Often, the window of time to take action is very short, and an attorney should be consulted immediately after the problem arises. Because the statutory law and rules of court applicable to estates and trusts are unique, it is vital to obtain the assistance of an attorney with experience in trust and estate litigation and conflict resolution.
We mainly serve clients in the following communities:
Folsom, Fair Oaks, Orangevale, Citrus Heights, Rancho Cordova, Gold River, Carmichael, Sacramento, Elk Grove, Natomas, Antelope, Rancho Murieta and Wilton.
Roseville, Rocklin, Granite Bay, Lincoln, Auburn, Loomis and Newcastle.
El Dorado County
El Dorado Hills, Cameron Park, Latrobe, Shingles Springs, and Placerville.