Estate Planning

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Estate Planning- Our talented team of attorneys are here to provide peace of mind for you and your loved ones. Whether a small business owner, banker, farmer, rancher, or physician, we can help you responsibly manage your wealth and counsel.

Estate Planning- Our talented team of attorneys are here to provide peace of mind for you and your loved ones. Whether a small business owner, banker, farmer, rancher, or physician, we can help you responsibly manage your wealth and counsel on relevant matters. We assist individuals, in addition to businesses, on the administration of estates and trusts. Our attorneys are here to help get your affairs in order, and to provide peace of mind knowing the people who are most important to you will be taken care of.  Whether you are looking to create a Special Needs Trust for your child, discuss family business succession, or prepare an estate plan, our attorneys are equipped to help you feel secure and confident with the unexpected in life. 

Types of Matters we Handle:

  • Revocable Trusts
  • Wills and Pour-over Wills
  • End of Life Planning
  • Advance Healthcare Directives
  • HIPAA Authorization
  • Prenuptial agreements
  • Power of Attorney
  • Medical Directives
  • Business planning
  • Life insurance planning
  • Amendments
  • Restatements
  • Assistance transferring assets to your current living trust
  • Guardianships
  • Conservatorships
  • Special Needs Trusts
  • Special Needs Planning
  • Able Accounts
  • Social Security/Disability Planning
  • Medicaid Planning
  • Medi-Cal Planning (for California clients)

 

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