Areas of Practice

Estate Planning

Most of us spend our working lives acquiring enough assets to ensure our own financial well-being through retirement..

Estate Administration & Probate

Once a loved one has passed away, regardless of whether they died with a will, trust, or no planning at all (“intestate”)..

Trusts vs Wills

Though Wills may be the best-known estate planning device, in modern practice they are only used in place of a trust when the..

Revocable Trust

In California, probate can be a long, expensive, and public process. A revocable trust is an estate planning tool..

Durable Power of Attorney

Planning for a client’s incapacity is an important part of the estate planning process, as there are myriad events..

Advance Healthcare Directive

An Advance Health Care Directive includes both an “individual health care instruction” and a power of attorney for health care.

Trust Administration

While a client or clients are alive, a revocable trust needs very little maintenance or administration.