Areas of Practice

Guiding families through the probate process with care and efficiency. We assist with court procedures, asset management, creditor issues, and final distribution, helping ensure the estate is properly administered.

Preparing for incapacity or death so that the people you choose have the legal authority to manage your assets and carry out your wishes. Proper planning can save significant time and expense and help avoid unnecessary court involvement while providing for your family.

Creating revocable living trusts to help avoid probate, maintain privacy, and plan for incapacity. We also assist with special needs trusts to help protect beneficiaries while preserving eligibility for public benefits.

Advising trustees on their duties and guiding them through each stage of administration after death or incapacity. We help ensure proper handling of assets, compliance with legal requirements, and timely distribution to beneficiaries.

Preparing wills to direct asset distribution at death, nominate an executor and guardian, and protect your family. A properly drafted will is an essential part of any estate plan.

Establishing durable powers of attorney for financial matters so a trusted person can manage assets outside of a trust during incapacity, helping avoid the need for court intervention.

Appointing a trusted individual to make medical decisions and documenting your wishes to direct your care during incapacity and at the end of life.

Assisting families with conservatorship proceedings for elders and adults with developmental disabilities who are unable to manage personal or financial affairs. We handle both general and limited conservatorships and provide guidance on planning options that may help avoid conservatorships where possible.

Helping clients qualify for Medi-Cal to cover medical expenses and long-term skilled nursing care while preserving assets to the extent permitted by law. We also advise on planning strategies to avoid Medi-Cal recovery claims after death.