Estate & Probate

With a full range of services to offer, our goal is to develop the most complete and effective estate plan possible, tailored to the specific needs of each client.

Estate Planning

Our Services Include:

• Estate, Gift, and Income Tax Planning
• Development, Analysis, and Creation of Estate Plans
• Family Business Planning
• Drafting Powers of Attorney and Durable Powers for Health Care and Financial Advantage
• Drafting for Charitable Giving 
• Review and Confirmation of Real Property Title Designations 
• Preparation of Wills, Trusts, and Real and Personal Property Agreements
• Preparation of Documents, such as Real Property Deeds, Deeds of Trust, and Promissory Notes

• International Estate Planning

We also offer several special services. For example, we periodically remind our clients to review their estate plans and provide a calendar of important events to assist them in updating the plan’s provisions. Our attorneys are available to review and discuss life insurance, retirement plans, potential tax liability and other related issues.

Probate and Trust Administration

Our attorneys and support staff provide broad experience in all facets of probate and trust administration. We educate our clients about the mechanics and details of probate and advise them of effective methods for avoiding or easing the burden of this process.

Our Services Include:

• Full Probate of Wills
• Summary Administration of Estates (Community Property Petitions and Small Estate Administration)
• Establishment, Administration and Termination of Trusts 
• Implementation of “Uniform Transfers to Minors” Transactions 
• Administration of Estates without Wills

• Creation, Maintenance, and Termination of Conservatorships and Guardianships 

We also provide comprehensive client representation in all disputes regarding estate and trust administration, such as:

• Will Contests
• Heirship Proceedings
• Complex Estate and Gift Tax Proceedings (Audits and Litigation