How We Guide California Families Through the Estate Planning Process

Our Calabasas legal practice guides clients throughout Southern California through every aspect of estate planning. If you need help creating a last will and testament, setting up a special needs trust, designating a healthcare proxy, or restructuring your assets to maintain Medi-Cal eligibility, we can ensure that your final wishes are respected.

Estate PlanningEstate Planning

While nobody wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. Many people believe that trusts are only for multi-millionaires who wish to leave large trust funds to their children. However, this is far from the truth – trusts are invaluable tools in the estate plans of most individuals.

Elder LawElder Law

Elder law can cover many areas from age discrimination and nursing home rights to Medi-Cal and other public benefits programs such as VA Pension Benefits.

Asset ProtectionAsset Protection

For many people, the creation of a robust estate plan is enough to protect their assets and family members after they are gone. However, for those with high net worth, an estate plan is not enough to prevent savings, real estate, and other valuable assets from being lost to creditors, divorce, lawsuits, or judgments. Our firm offers asset protection services for Californians seeking to prevent their wealth from falling into the wrong hands.

Trust Administration & ProbateTrust Administration & Probate

Losing a loved one places a significant burden on family members, especially those who have been entrusted to handle the deceased’s estate. The duties of trustees and executors can seem never-ending, and all have their own time limits, stipulations, and convoluted legal terminology. Our law firm can help California executors and trustees get through the probate or trust administration process, allowing them to discharge their legal duties with minimum hardship.