Clear, Effective Advice and Determined Representation
Our firm exists to provide advice and preparation of estate planning documents for individuals, married couples and domestic partners, as well as non-traditional couples. We give our clients the estate plans they deserve, not the default arrangements set by the State of California. Our well-crafted documents protect families, conserve assets, avoid or minimize taxation, and provide peace of mind.
- Special Needs Trusts
- Wealth Preservation Trusts
- Irrevocable Trusts
- Asset Protection Trusts
- Revocable Living Trusts
- Powers of Attorney
- Advanced Health Care Directives
Litigation: tRusts & Estates
Our firm provides vigorous and detail-oriented legal representation in disputes over trust and estates. We have recovered millions of dollars in assets for our clients after wrongful attempts to rob them of their inheritance. We have protected trustees and executors from attacks upon the validity of documents and the ownership of property. Our experience and knowledge, along with our respectful but determined manner, make for a powerful tool in any trust and estate dispute.
- Trust and will contests
- Removal of trustees/executors
- Compelling accountings and accountability
- Financial elder abuse claims
- Enforcing financial powers of attorney
- Financial power of attorney
- Probate Code Section 850 petitions
Our highly trained and experienced attorneys, in conjunction with your accountants and financial planners, can assist and advise you in the process of properly administering revocable and irrevocable trusts. Numerous pitfalls await the unwary trustee. Our advice can help protect trustees from liability, preserve and protect trust assets, and help avoid costly court battles.
Navigating the court probate process in California can be very disheartening. On top of dealing with the grief and shock of the loss of a loved one, a probate process involves expense, delay, and seemingly endless paperwork required by a fussy court clerk with their own sense of how things should work. Our firm can smooth the way by handling all court paperwork, hearings, and other necessary tasks. Best of all, our fees are paid out of the estate at the end of the proceeding, not out of your own pocket.
Determine estimated probate fees with our Probate Calculator.
Conservatorships involve a court proceeding which appoints someone to manage an adult’s finances or health. Our conservatorship practice represents appointed conservators, conservatees, and other interested parties in negotiating the complicated process.
San Francisco is a city rich with foundations and endowments that benefit the educational institutions and the public at large. Sometimes foundations need assistance with protecting their financial interests. Other times, court proceedings are necessary to loosen-up restrictions on the way their assets can be used or invested. Our foundation practice assists non-profits in carrying out their mission effectively.