Estate Planning
The vast majority of our practice consists of assisting individuals and families with wills and living trusts. We will listen to your wishes and desires and apply the law to create an effective estate plan for you.
- Estate Planning
- Estate Planning for the Elderly
- Estate Planning for Unmarried Couples
- Family Trusts
- Revocable Living Trusts, Inter Vivos Trusts
- Trust Law
- Special Needs Trusts
- AB and ABC Trusts
- A-A Trusts
- Domestic Partnership Trusts
- Amendments and Codicils
- Restatements of Trusts
- Simple Wills
- Last Will and Testament
- Will Inheritance
- Living Wills
- Successions
- Nominations of Guardianships for Minor Children
- Powers of Attorney
- Health Care Directives
- Medical Power of Attorney for Minors
- Minors' Trusts
- DNR's (Do Not Resuscitate)
Will and Trust Administration
We assist Successor Trustees with the administration of living trusts after the passing of the Settlor/Trustor. Our firm regularly assists families in settling Trusts that we originally created for their parents/grandparents.
- Trust Administration
- Administration of Wills
- Trust Administration Upon Death of a Spouse
Probate and Decedents' Estates
When a decedent does not leave an estate plan, leaves only a will, or a small estate, we assist in the determination of the proper steps to take to settle the estate, whether it involves opening a probate matter, retitling property, or administering bank accounts.
- Uncontested Probate Matters
- Administration
of Small Estates with Real Property Under $20,000
- Administration of Small Estates with Real Property Under
$100,000
- Spousal Property Transfers
- Heggstad Petitions
- Estate Administration Upon Death of a Spouse
Real Estate Deeds
We prepare real estate deeds to add properties to living trusts, remove deceased individuals off title, or add/remove spouses to/from title.
- Grant Deeds
- Quitclaim Deeds
- Interspousal Transfers
- Affidavits- Death of Joint Tenants/Spouses/Trustees
- Preliminary Change of Ownership Reports
- Change of Ownership Reports
- Claims for Reassessment Exclusions
If your estate planning/administration issue is not listed here, please contact us to inquire if we can be of assistance.
We
are also pleased to provide legal services to residents of Canoga Park,
Winnetka, Chatsworth, Woodland Hills, Tarzana, Northridge, Reseda,
Calabasas, Encino, San Fernando, Granada Hills, Mission Hills, Van
Nuys, Porter
Ranch, Tarzana, Woodland Hills, Calabasas, Hidden Hills, Westlake
Village, Agoura, Agoura Hills, Westlake Village, Moorpark, Thousand
Oaks,
Oak Park, Camarillo, Ventura, Oxnard, Anaheim Hills, Brea, Yorba Linda,
Los Angeles, Studio City, Burbank, La Mirada, and more.