Ensure your wishes are honored and your loved ones are cared for.
Drafting customized wills that reflect your personal goals
Creating revocable and irrevocable trusts
Establishing special needs trusts for disabled beneficiaries
Reviewing and updating existing wills and trusts as life changes
Compassionate guidance during a challenging time.
Assisting executors and trustees throughout the probate process
Filing court documents and meeting legal deadlines
Resolving disputes between heirs or beneficiaries
Managing estate assets and distributions
Plan ahead for life’s unexpected turns.
Durable Power of Attorney for financial decisions
Health Care Power of Attorney and living wills
HIPAA authorizations for medical information access
Guardianship planning for minor children or dependents
Powers of Attorney & Advance Directives
Wills & Trusts
Probate & Estate Administration
Elder Law & Medicaid Planning
Business & Succession Planning
Smoothly manage the transfer of property ownership.
Preparing and reviewing deeds
Transferring property into trusts or business entities
Coordinating with title companies and lenders
Advising on property tax implications
Secure the future of your business.
Structuring buy-sell agreements
Transition plans for family-owned businesses
Integrating business assets into estate plans
Minimizing disruption during ownership changes
Care and security for you and your loved ones in later years.
Medicaid eligibility and asset preservation strategies
Long-term care planning
Guardianship and conservatorship matters
Review and negotiation of senior housing or care facility contracts
Real Estate & Property Transfers
My Services
My Services
Wills & Trusts
Ensure your wishes are honored and your loved ones protected by drafting personalized wills, creating trusts, establishing special needs provisions, and reviewing or updating plans as life evolves.
Probate & Estate Administration
Provide compassionate guidance to executors and trustees by handling probate filings, meeting legal deadlines, resolving beneficiary disputes, and managing estate assets and distributions.
Powers of Attorney
Help you plan for life’s uncertainties with financial and health care powers of attorney, living wills, HIPAA authorizations, and guardianship planning for children or dependents.
Elder Law & Medicaid Planning
Business and Succession Planning
Real Estate & Property Transfers
We offer trusted support in later years through Medicaid planning, long-term care strategies, guardianship and conservatorship guidance, and reviewing senior housing or care facility contracts.
I help secure your business’s future by structuring buy-sell agreements, creating transition plans for family-owned businesses, integrating business assets into estate plans, and minimizing disruption during ownership changes.
I ensure a smooth transfer of property ownership by preparing and reviewing deeds, transferring property into trusts or entities, coordinating with title companies and lenders, and advising on property tax implications.
Legal Services
Personalized Service
Direct communication with your attorney and flexible appointment options to suit your needs.
Statewide Coverage
Comprehensive legal representation from the beaches to the mountains, serving all of California.
Frequently Asked Questions
How can a trust be structured to provide long-term asset protection for beneficiaries?
Trusts can be designed with “spendthrift” provisions that shield assets from beneficiaries’ creditors, lawsuits, or divorce settlements. They can also include staggered distributions, lifetime income provisions, and conditions that encourage responsible financial management.
Do I need an estate plan if I don’t have a lot of assets?
What are the advantages and drawbacks of lifetime gifting versus inheritance?
How can I integrate business succession planning into my personal estate plan?
How often should I update my will or trust?
Lifetime gifts can reduce estate size for tax purposes and allow you to see your beneficiaries enjoy the assets, but they may trigger gift taxes, affect Medicaid eligibility, or carry different capital gains implications compared to inherited property.
You should review your estate plan every 3–5 years or after major life events such as marriage, divorce, the birth of a child, or significant changes in your finances or assets.
Yes. Estate planning isn’t just for the wealthy — it’s about ensuring your wishes are followed, your loved ones are cared for, and important decisions (like health care and guardianship for children) are clearly outlined.
Business succession plans should be aligned with your will or trust to avoid conflicts. Strategies may include buy-sell agreements, key-person insurance, and clear directives for voting rights, management roles, and ownership transfers.
