Practice areas

Estate planning, and everything that follows it.

Six areas of work, and the same two questions behind all of them: who acts for you, and who receives what. Start wherever your situation already is.

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What we do

The documents that decide who acts for you and who receives what, written to be used rather than filed.

What happens after. The notices, valuations, transfers and accountings a successor trustee is required to produce.

The court proceeding that moves property when there was no trust, or when the trust did not own it.

Deeds, retitling and the reassessment questions that follow a change in ownership of California real property.

Where the estate plan meets the operating agreement, and the two have to be made to agree.

Who decides when you cannot, and how to provide for someone whose benefits an outright gift would put at risk.