Estate Planning, Trust & Probate Law
California State Bar
Board of Legal Specialization
Phone: (925) 218-8984
5674 Stoneridge Drive Suite 202
Pleasanton, CA 94588
Our Estate Planning Practice
Our estate planning practice offers advice to clients on all aspects of estate planning including minimizing the estate, gift, and generation-skipping transfer tax burdens on our clients and their families. After evaluating fiscal and familial circumstances, we help our clients create estate plans that best suit their individual situations. We then create the documents necessary to carry out a client's wishes to optimize the future financial potential of the client's assets.
We provide careful analysis of the estate, gift and income tax consequences of an estate plan. We plan for the orderly and tax-efficient transfer of assets while minimizing administrative overhead. The documents we design help ensure the interests of future beneficiaries.
We also counsel clients on the implications of naming individuals, trusts and/or charities as beneficiaries of retirement plan assets (i.e., IRAs, 401(k) plans, 403(b) plans, Keoghs, etc.).
Probate and Estate Administration
The administration of an estate describes managing the assets of a deceased individual. We counsel personal representatives of an estate (i.e., executors, trustees, administrations, etc.) in connection with the tasks and responsibilities (i.e., duties) associated with the collection, valuation and distribution of the estate assets and in the preparation of estate tax returns (if such returns are necessary). We advise personal representatives on all aspects of administration including the interpretation of the Will or trust instrument, the personal representative's potential liability, and the preparation and settlement of their financial records.
We also advise beneficiaries of trusts and estates regarding their rights and entitlements. We review accounts and receipts, release, refunding, and indemnification agreements for beneficiaries to ensure that the fiduciaries performed their roles honestly, fairly and in the beneficiaries' best interest according to the California Probate Code. We also counsel beneficiaries of estates on the tax consequences of disclaiming assets.
Estate Planning and Document Preparation
Revocable Trust (i.e., Inter Vivos Trust)
Benefits of Trusts (PDF)
Durable Power of Attorney for Asset Management
Advance Health Care Directive (PDF)
Medical Disclosure Authorizations (HIPAA/CMIA Forms).
Transfer Documents to Re-Title Assets in the name of your Trust
Representation of Beneficiaries of Estates, Executors and Estate Administrators of Decedent's Estates
Review of Existing Estate Plans
Preparation of Complex Estate Planning Documents