When you make an appointment with our office, we first discuss with you the many different types of trusts which range from a simple probate avoidance trust, to a more complex generation skipping trust.  We will then work with you to craft an estate plan that fits your individual needs and goals.

Some of the documents we prepare for our clients include:

• Declaration of Trust

• Amendments of Existing Trusts

• Wills

• Durable Power of Attorney for Property Management

• Advance Health Care Directives

• Grant Deeds conveying real property in California to your Trust (including Mobile Homes)

Oftentimes people who have trusts mistakenly believe there is nothing to do after a death because they have a trust. Many of the same duties and responsibilities that are required for a probate also are required of a trust, just without the involvement of the probate court. Our office will guide you through the process, coordinating with your tax preparer the changes in income taxes, preserving the ever important property tax basis, and if necessary preparing the federal estate tax returns and or fiduciary accounting that are required when the trust is terminating and being distributed. Whether it is the death of the first spouse where the trust will continue or a death resulting in the distribution of the trust, we are available to meet with you and provide support and guidance.

Our office is unique in that we are able to provide assistance not only with the legal aspects of the administration but also with the specialized fiduciary and probate accounting as well as the federal estate tax return preparation. This allows you to be assured that all areas of the administration are coordinated and cohesive. Due to our expertise in this area we also have established professional relationships with many accountants and tax preparers in the area with whom we coordinate this process and preparation of future trust income tax returns.

Are you a beneficiary of a Trust and want to know your rights? Questions regarding powers of Attorney?

For estates where there is only a Will, or no estate planning in place at death, we are also available to assist in the formal probate proceedings as set forth by the California Probate Code. We will represent you in court and address all court issues in order for you to make a final transfer of assets to the rightful heirs and beneficiaries.