Estate planning is the process of arranging your affairs so your wishes are carried out and your loved ones are provided for after you are gone or if you become unable to make decisions. At the Law Offices of Robert P. Bergman, we help residents of Adelanto create clear, legally effective plans tailored to family needs, asset types, and long term goals. A thoughtful estate plan reduces uncertainty, clarifies decision making for medical and financial agents, and documents how property should be distributed. We explain common options and support clients through document preparation and court filings when necessary, always focusing on practical results for each household.
A comprehensive estate plan typically includes documents such as a revocable living trust, last will and testament, financial power of attorney, advance health care directive, and specific trust instruments for unique situations like special needs or pets. Each document plays a different role in protecting assets and ensuring personal preferences are honored. For many Adelanto families, combining a living trust with pour over wills and HIPAA authorizations provides both continuity of management and privacy for beneficiaries. Our team reviews family dynamics, asset ownership, and retirement accounts to recommend an efficient and manageable plan that fits each client’s circumstances and goals.
Estate planning provides clarity and certainty about who will manage your affairs and inherit your assets. When documents are prepared thoughtfully, families avoid confusion, reduce the potential for disputes, and create a roadmap for managing finances and medical decisions if incapacity occurs. Properly drafted trusts can help minimize probate administration, maintain privacy, and allow for smoother transfers of property across generations. Beyond asset distribution, estate planning addresses health care directives, guardianship preferences for minor children, and arrangements for dependents with special needs or pets, helping families remain prepared and confident about the future.
The Law Offices of Robert P. Bergman serves California clients with practical estate planning solutions tailored to each family’s needs. We concentrate on creating durable documents that reflect clients’ wishes and reduce administrative burdens for loved ones. Our approach begins with a careful review of assets and family circumstances, followed by clear explanations of options and preparation of legally sound documents. We assist with trust funding, document execution, and filings such as trust certifications and conservatorship or guardianship nominations when required. Clients benefit from steady guidance through each step of the planning process.
Estate planning is more than preparing a single document; it is a coordinated set of legal instruments designed to manage property, appoint decision makers, and specify health care wishes. Typical instruments include revocable living trusts that allow ongoing management and distribution of assets, pour over wills to catch assets not transferred to a trust, powers of attorney to empower financial agents, and advance health care directives to communicate medical preferences. Each component serves a purpose and works together to create a resilient plan that adapts to life changes and helps prevent expensive and time-consuming court proceedings.
A successful estate plan reflects present needs and anticipates future developments such as retirement account distributions, changes in family structure, and evolving tax laws. The planning process includes identifying assets, beneficiaries, and potential issues that might arise during distribution. We walk clients through how trusts are funded, how successor trustees or agents will act, and what steps loved ones must take after a death or medical incapacity. Regular reviews and updates keep the plan aligned with life events such as births, deaths, marriage, divorce, or changes in health, ensuring documents remain current and effective.
Every estate plan includes documents that serve distinct functions. A revocable living trust holds title to assets and allows the named trustee to manage and distribute property according to instructions. A last will and testament names guardians for minor children and addresses any assets not in the trust. Financial powers of attorney permit trusted agents to handle banking and bill paying during incapacity. Advance health care directives and HIPAA authorizations communicate medical treatment preferences and allow access to medical records. Special forms such as trust certifications and pour over wills complete the legal structure and facilitate asset transfers.
Planning typically begins with an inventory of assets and beneficiary designations, followed by choosing fiduciaries such as trustees, executors, and agents. Preparing a revocable living trust and pour over will avoids many aspects of probate and sets clear distribution instructions. Funding the trust is a critical follow-up step that requires retitling assets where appropriate, updating account beneficiaries, and preparing deeds for real property. The process also includes drafting health care directives and financial powers of attorney, and addressing specialized needs through trusts for children, special needs beneficiaries, or pets. Clear execution and proper record keeping complete the implementation.
Understanding key terms helps you make informed choices. Important concepts include trustee and beneficiary roles, what probate means and how it is handled in California, and the distinctions between revocable and irrevocable arrangements. Knowing how beneficiary designations on retirement accounts interact with trust provisions and the implications of pouring assets into a trust can prevent unintended outcomes. Familiarity with HIPAA authorizations, powers of attorney, and guardianship nominations empowers you to select appropriate agents and plan for scenarios involving incapacity or minor children.
A revocable living trust is a flexible instrument that holds assets during the lifetime of the creator and provides for management and distribution after incapacity or death. It allows the trust maker to remain in control while alive and to change terms as circumstances evolve. Because assets titled in the name of the trust can avoid probate, trusts often provide privacy and speedier transfer to beneficiaries. Properly funding the trust and coordinating beneficiary designations is essential to ensure the trust operates as intended and reduces administrative steps for heirs and fiduciaries.
A pour-over will functions in tandem with a living trust by directing any assets not transferred into the trust during the maker’s lifetime to be transferred into the trust upon death. It serves as a safety net for assets inadvertently left out of trust funding and names a personal representative to handle any estate matters. While the pour-over will may still be subject to probate for the assets it governs, it consolidates distribution instructions under the terms of the trust and helps ensure that the testator’s overall plan is respected.
A last will and testament sets forth instructions for distributing any probate assets, names an executor to administer the estate, and can nominate guardians for minor children. Wills are public documents once filed in probate, which contrasts with the privacy maintained by trusts. Wills work in conjunction with trusts and other planning documents to ensure all assets are addressed. They remain an important tool for capturing residual items and ensuring that guardianship and other personal wishes are clearly recorded for family and courts to follow.
An advance health care directive articulates medical treatment preferences and appoints a health care agent to make decisions if the principal cannot communicate. A HIPAA authorization permits designated individuals to receive protected health information and speak with medical providers. Together these documents ease medical decision making and ensure that a trusted person can access records and convey health care wishes in high stress situations. Clear, signed directives reduce uncertainty for family members and health professionals when time-sensitive decisions arise.
Estate planning options differ in how they manage assets, address privacy, and handle administration after death. Revocable trusts offer control and privacy with the potential to avoid probate, while wills typically require probate but are useful for appointing guardians and capturing assets missed during trust funding. Irrevocable arrangements may protect assets from certain liabilities but reduce flexibility. Powers of attorney and health directives focus on management during incapacity rather than distribution after death. Evaluating each option in light of family composition, asset structure, and long term goals helps determine the right combination of documents.
A limited approach to estate planning can be appropriate when the asset portfolio is straightforward, beneficiaries are clearly designated on accounts, and heirs are in agreement about distributions. For households with few real estate holdings, minimal retirement accounts, and no complex family circumstances, drafting essential documents such as a will, financial power of attorney, and advance health care directive may provide adequate protection. In such situations, keeping documents streamlined can reduce costs while still ensuring decisions can be made and basic wishes are recorded for the future.
Individuals who are planning incrementally or who expect major life changes in the near future may opt for a limited estate planning approach as an interim solution. Creating temporary or simple documents gives immediate protection and clarifies medical and financial decision making while allowing time to design a comprehensive plan later. This approach can help families address urgent concerns, such as appointing a decision maker during a health scare or ensuring guardianship nominations are in place for minor children, without committing to a full trust structure until circumstances stabilize.
Families with multiple properties, business interests, or retirement accounts often opt for a comprehensive plan to manage transfers more smoothly and minimize probate involvement. A living trust paired with coordinated beneficiary designations and titling reduces the need for court administration, allows for continuity of asset management, and preserves privacy. Comprehensive planning also anticipates the administrative steps needed to fund trusts and coordinate retirement accounts, decreasing the burdens placed on family members and helping preserve intended distributions over time.
When families face special circumstances such as beneficiaries with disabilities, blended family dynamics, or specific care needs, comprehensive planning offers tools to customize protection and support. Special needs trusts, irrevocable life insurance trusts, and customized trust provisions can protect benefit eligibility and provide long term care funding. Addressing these issues proactively through a tailored plan helps ensure that beneficiaries’ needs are met while preserving family assets, and reduces the likelihood of disputes or unintended results when complex situations arise.
A comprehensive estate plan coordinates documents to manage incapacity, protect assets, and direct distribution according to your wishes. By combining a living trust, pour over will, powers of attorney, and health directives, families create a consistent roadmap that minimizes court involvement and legal uncertainty. This approach also facilitates smoother administration of retirement accounts and real property, preserves privacy by reducing probate filings, and clarifies responsibilities for fiduciaries. Implementing a unified plan helps protect both short term needs and long term legacy goals while reducing stress for loved ones during difficult times.
Beyond the legal structure, a comprehensive plan provides peace of mind by documenting who will make financial and medical decisions and how assets should be managed or distributed. Trust provisions can include contingencies for successor trustees and guidance for fiduciaries, reducing the potential for family conflict. Additional tools such as trust modifications, Heggstad petitions, or trust certification documents can address specific issues during administration. Regular reviews keep the plan aligned with changing laws and family circumstances so it continues to serve intended purposes over time.
One major benefit of a comprehensive estate plan is continuity of asset management if the primary decision maker becomes incapacitated or passes away. Trusts and powers of attorney allow nominated agents to act promptly without waiting for court appointments, which saves time and reduces expense. Avoiding probate keeps family matters more private and can accelerate distributions to beneficiaries. Clear instructions and documented contingencies also limit uncertainty and help fiduciaries carry out responsibilities efficiently, which can preserve estate value and reduce interpersonal strain during administration.
Comprehensive planning allows for tailored protections such as trusts for minor children, provisions for dependents with disabilities, life insurance trust arrangements, and pet trusts. These tools control timing and conditions of distributions and can protect assets from creditors or inappropriate use. Customized documents address issues like special disbursement schedules, successor fiduciary appointments, and guardianship nominations to ensure continuity of care. By mapping out these protections in advance, families can better preserve assets and provide practical support to intended recipients under a range of foreseeable circumstances.
Start by listing your real property, bank accounts, retirement plans, life insurance policies, and personal items of value. Identify primary and contingent beneficiaries for retirement and life insurance accounts and note which assets are owned outright, jointly, or through business entities. Gathering this information ahead of meetings helps clarify which documents are needed and can reduce the time required to implement a plan. Bringing copies of deeds, account statements, and beneficiary forms ensures accurate recommendations and helps avoid costly oversights during the planning process.
Estate plans are living arrangements that should be revisited after events such as marriage, divorce, births, deaths, significant changes in assets, or relocation. Regular reviews help ensure beneficiaries and fiduciaries remain current and that documents reflect your intentions. Updating beneficiary designations on retirement accounts and life insurance is often overlooked and should be coordinated with trust and will provisions. Periodic reviews also allow adjustments for changes in laws affecting trusts, taxes, or benefit eligibility, keeping your estate plan functioning as intended for your family’s evolving needs.
Creating an estate plan ensures your wishes are known and actionable regarding property distribution, care for minor children, and decisions about medical treatment if you become unable to speak for yourself. It reduces the administrative and emotional burdens on family members by naming trusted decision makers and providing clear instructions. Planning ahead can also help protect assets intended for future generations, provide for loved ones with special needs, and ensure pets are cared for. Thoughtful planning offers stability and reduces the potential for disputes during difficult times.
Residents of Adelanto benefit from local guidance that considers California law and county procedures for trust administration and probate. Whether your estate is relatively straightforward or includes complex holdings, having timely, well drafted documents prepares your family for the future. Estate planning can also coordinate with long term care considerations and retirement account distributions, making transitions easier for beneficiaries. With a clear plan in place, your family will have a practical roadmap to follow, reducing uncertainty and preserving more of your estate for intended recipients.
People seek estate planning for a range of reasons including marriage, the birth of children, purchasing real estate, starting a business, or receiving an inheritance. Health changes that raise incapacity concerns prompt documents such as powers of attorney and health directives. Estates with out of state property, retirement accounts, or beneficiaries with special needs often require tailored trust arrangements. Preparing documents in advance allows families to address these predictable circumstances, make deliberate choices, and avoid rushed decisions during stressful times.
When there are minor children, estate planning must include guardian nominations, provisions for financial support, and instructions for managing assets left for their care. Trust structures can hold assets until children reach specified ages and provide guidance to trustees on how funds should be used for education, health, and general welfare. Naming an alternate guardian and trustee ensures continuity if the primary choices cannot serve. Clear documentation reduces delays and uncertainty and helps ensure that children are placed with caretakers aligned with parental wishes.
Families with a dependent who receives public benefits often use special needs trusts and other planning tools to preserve eligibility while providing supplemental support. These arrangements require careful drafting to avoid disrupting government benefits and to outline how funds should be used for the beneficiary’s quality of life. Naming trustees who understand the beneficiary’s needs and coordinating with guardianship nominations and medical directives helps ensure consistent care. Planning ahead prevents lapses in assistance and helps provide for long term stability and comfort for the dependent person.
Owners of real property or business interests should include those holdings in estate planning to allow for orderly management and transfer. Deeds may need to be retitled into a trust, and buy sell provisions or succession plans should be crafted for businesses. Trusts can facilitate continuity, reduce delays, and clarify who will manage property or business operations during incapacity or after death. Addressing these assets proactively reduces friction, avoids forced sales, and helps sustain value across transitions to heirs or designated managers.
The Law Offices of Robert P. Bergman serves clients in Adelanto and throughout San Bernardino County with practical estate planning services. We work with families to draft trusts, wills, powers of attorney, and health directives that reflect individual goals and legal requirements. Whether addressing modest estates or more complex holdings, our aim is to provide clear guidance and durable documents. Clients receive assistance with trust funding, certification of trust documents, and petitions such as trust modifications or Heggstad petitions when necessary to resolve title issues or administrative questions.
We focus on delivering practical, legally sound estate planning solutions that align with each family’s priorities. From initial interviews to drafting and executing documents, our approach is methodical and communicative. We help clients understand how choices affect probate exposure, privacy, and beneficiary outcomes and provide clear steps to fund trusts and coordinate account designations. Attention to detail during implementation reduces the chance of problems later and helps ensure that the plan operates as intended when it matters most.
Our office assists with a broad range of documents including revocable living trusts, pour over wills, advance health care directives, financial powers of attorney, trust certifications, and petitions related to trust administration. We tailor recommendations to fit family dynamics, asset composition, and long term goals while explaining options in plain language. Clients benefit from assistance with trust funding, deed preparation, and coordination with financial institutions so the plan is fully operational and ready to be relied upon by fiduciaries when necessary.
We also provide guidance on specialized matters such as special needs trusts, irrevocable life insurance trusts, retirement plan trusts, pet trusts, guardianship nominations, and documents to address unique family situations. When trust modifications or court filings are needed, we prepare petitions and supporting documentation to help resolve issues efficiently. Our goal is to reduce complexity for families and ensure that legal arrangements support both present needs and future intentions, keeping the focus on practical outcomes for loved ones.
Our legal process begins with an initial discussion to identify assets, family goals, and any special considerations such as minor children or beneficiaries with ongoing needs. We then recommend a tailored package of documents and explain the roles of trustees, agents, and guardians. After preparing draft documents, we review them with clients, make any necessary revisions, and supervise proper execution and notarization. Post signing, we assist with funding trusts, updating titles, and confirming beneficiary designations to ensure the plan functions as intended and avoids unnecessary probate.
The first step involves gathering information about assets, family relationships, and objectives. We discuss goals for distribution, any concerns about incapacity, and how clients wish to protect beneficiaries. This fact finding helps determine whether a living trust, will, or supplemental arrangements are most appropriate. We also identify assets that may require retitling and whether special trusts are needed for dependents or tax considerations. Clear communication at this stage sets the foundation for a plan that addresses both immediate and long term priorities.
During the asset review we catalog real estate, bank and investment accounts, retirement plans, life insurance, and business interests. We examine current beneficiary designations and deeds to identify gaps between existing arrangements and desired outcomes. This review includes discussion of contingent beneficiaries and potential creditors or obligations that may affect distributions. Having an accurate inventory allows us to prepare documents that reflect ownership structures and helps determine necessary follow up steps such as retitling or beneficiary updates.
We help clients choose appropriate fiduciaries including trustees, executors, and agents under powers of attorney. Discussions include responsibilities, timing of distributions, and backup appointments to ensure continuity. We explore whether co fiduciaries, successor trustees, or corporate fiduciaries are advisable based on complexity and availability. Clear instructions for fiduciaries reduce ambiguity and prepare named individuals to fulfill financial and medical decision making when required. Documented selections create a practical roadmap for future administration.
Once objectives and assets are clear, we draft the recommended estate planning documents tailored to the client’s situation. Drafts typically include living trusts, pour over wills, powers of attorney, and healthcare directives, plus any specialized trust instruments where appropriate. We review language to ensure it aligns with client intentions and California law, make revisions as requested, and answer questions about how provisions will operate in practice. This phase ensures the plan is both legally sound and practically workable for fiduciaries and beneficiaries.
Drafting balances legal precision with practical clarity so fiduciaries can follow instructions without confusion. Trust documents detail distribution schedules, successor trustee powers, and any conditions on benefits. Wills provide back up directions and guardianship nominations, while powers of attorney and health directives spell out authority and preferences for incapacity. For clients with unique needs we prepare additional instruments like special needs trusts or life insurance trusts to meet specific objectives and preserve benefits for intended beneficiaries.
After preparing drafts we meet with clients to walk through each provision and explain the practical effects of different options. This review ensures the plan reflects current wishes and clarifies any ambiguities. Clients may request revisions to distribution timing, trustee powers, or caregiver instructions. Making thoughtful adjustments before execution reduces the risk of later disputes and ensures that fiduciaries understand their roles. Finalizing documents with signed and notarized signatures completes the legal preparation step.
Execution involves properly signing and notarizing documents and then taking steps to implement the plan, such as retitling assets into trusts, updating beneficiary designations, and completing deeds where required. Funding a trust is a vital follow up to ensure assets are governed by trust terms. After implementation, periodic reviews are recommended to adjust for life events and changes in law. We assist clients with these tasks and stand ready to prepare amendments, trust modification petitions, or other filings when circumstances evolve.
Funding a trust requires changing ownership of assets such as bank accounts, investment accounts, and real property into the name of the trust where appropriate. Proper beneficiary designation coordination ensures retirement accounts and life insurance pass according to plan intentions. We guide clients through deed preparation and institutional paperwork so the trust becomes fully effective and assets are no longer exposed to unnecessary probate processes. Careful record keeping and confirmation of transfers complete this essential step.
Life events like births, deaths, marriages, divorces, or changes in asset values can require plan updates. Regular reviews help ensure fiduciaries and beneficiaries remain appropriate and documents reflect current wishes. When changes are needed we prepare amendments or trust modification petitions to keep the plan aligned with goals. Periodic consultations also allow for adjustments in response to changes in law, ensuring the estate plan continues to function effectively and with minimal disruption for those who will administer or inherit under it.
A living trust and a will serve different but complementary roles in an estate plan. A living trust holds assets and provides for management and distribution during incapacity and after death, often helping avoid probate for assets properly funded into the trust. A will addresses assets not placed in a trust and names an executor to manage probate administration, and it is the vehicle to nominate guardians for minor children. Together they form a coordinated plan where the trust handles ongoing management and privacy and the will acts as a safety net for residual matters. Choosing between or combining these tools depends on asset structure and family goals. Trusts require funding and retitling of assets to be most effective, while wills are simpler to create but subject probate. Many families prefer a living trust combined with a pour over will to capture any assets not transferred during life. Discussing circumstances such as real property holdings, retirement accounts, and the desire for privacy helps determine the right balance of documents for your situation.
Retitling property into a trust is a key step to ensure that assets are governed by trust terms and avoid probate when the trust maker passes away. Real property, bank and investment accounts, and certain other assets can be transferred into a revocable living trust by preparing deeds or completing institutional paperwork. Without funding the trust by retitling assets, those items may still be subject to probate despite the existence of a trust document, so retitling is an important implementation task following document execution. The decision to retitle depends on the type of asset and whether avoiding probate is a priority. Some accounts may be better managed through beneficiary designations or joint ownership, while other assets benefit from trust ownership. We guide clients on the specific steps required for deeds and institutional transfers, ensuring the title changes are completed correctly and that beneficiary designations align with the overall plan to prevent unintended outcomes.
A power of attorney is a legal document that grants a trusted person the authority to act on your behalf in financial matters if you become unable to manage your own affairs. In California, powers of attorney can be durable, remaining effective during incapacity, and they can be tailored to grant broad or limited authority. Properly drafted powers of attorney allow agents to pay bills, manage investments, and handle day to day financial tasks, reducing disruption and ensuring obligations are met without court involvement. Selecting an agent for a power of attorney involves considering reliability, financial acumen, and availability. Naming successor agents provides continuity if the primary agent cannot serve. Agents have fiduciary duties to act in the principal’s best interests, and clear written instructions can guide their decisions. It is also important to coordinate powers of attorney with trust documents so agents and trustees understand how to manage assets consistently under the estate plan.
An advance health care directive records your preferences for medical treatment and names someone to make health care decisions if you cannot do so yourself. This document can include instructions about life sustaining treatment, preferences for palliative care, and other values you wish medical providers to consider. In addition to clarifying wishes, an advance health care directive reduces uncertainty for family members and medical teams during high stress situations by providing clear guidance on your choices. A HIPAA authorization often accompanies the health care directive to allow designated individuals to access medical records and communicate directly with providers. Together these documents ensure that loved ones can obtain necessary information and can make informed decisions consistent with your stated preferences. Discussing options and specifying agent authority ahead of time helps avoid disputes and ensures medical decisions align with your priorities.
Yes, you can create a trust specifically designed to provide for a beneficiary with special needs while preserving eligibility for public benefits. A special needs trust holds funds for supplemental needs that government programs do not cover, such as therapy, education, or recreational activities, without counting those funds as resources that would disqualify the beneficiary from benefits. Proper drafting is essential to maintain benefit eligibility and to specify permissible uses of trust funds in a way that enhances the beneficiary’s quality of life. Establishing a special needs trust involves naming a trustee who understands benefit rules and creating clear distribution guidelines. The trust can be funded during life or at death through life insurance or estate assets. Coordinating the trust with guardianship nominations and medical directives ensures holistic care planning for the beneficiary. Professional guidance helps avoid pitfalls and ensures the trust is structured to meet both legal and personal goals for ongoing support.
A good rule of thumb is to review your estate plan after significant life events and at least every few years to ensure documents remain aligned with your circumstances and current law. Events that should prompt a review include marriage, divorce, births, deaths, substantial changes in asset values, relocation, or changes in beneficiary status on retirement accounts. Regular reviews allow you to update fiduciary appointments, revise distribution instructions, and incorporate new planning tools as appropriate. Even in the absence of major events, periodic reviews are valuable because laws and financial products evolve over time. Reviewing beneficiary designations and confirming that trust funding is complete prevents unanticipated probate exposure. These checkups ensure that the estate plan continues to reflect your wishes and that implementation steps remain current, helping to preserve assets and reduce stress for your family when the plan is activated.
If you die without a will or trust in California, your estate will be distributed according to state intestacy laws rather than your personal wishes. This means the court will appoint an administrator and distribute assets to relatives based on statutory priority, which may not reflect your preferred outcomes. Minor children may lack explicit guardianship nominations, and family disputes can arise over distribution or management of assets, potentially leading to lengthy court proceedings and additional expense. Creating even simple documents like a will, powers of attorney, and health directives prevents the default rules from controlling your estate and provides clarity for guardianship and fiduciary appointments. Probate can be time consuming and public; using trusts and coordinated beneficiary designations can reduce involvement and preserve privacy. Planning ahead ensures your assets and family matters are handled in the way you intend rather than by default legal formulas.
Naming guardians for minor children is done in a will by designating preferred individuals to assume responsibility for care if both parents are unable to act. Guardian nominations give family and courts clear direction about parental preferences and can be accompanied by trust provisions to manage any assets left for the children’s care. Choosing guardians involves considering values, parenting style, location, and ability to provide a stable environment for the children’s upbringing. It is prudent to name successor guardians in case the primary nominees cannot serve, and to discuss the responsibility with chosen individuals ahead of time so they understand expectations. Coupling guardian nominations with detailed instructions and a trust to manage financial resources ensures both care and financial support are aligned with parental wishes, providing greater certainty for the children’s future.
A pour over will is a will designed to transfer any assets not previously moved into a revocable living trust into the trust upon the testator’s death. It acts as a safety net to ensure that all assets are ultimately distributed according to the terms of the trust, even if some items were overlooked during life. While assets covered by a pour over will may still go through probate, the will funnels their distribution into the trust, keeping the trust as the primary instrument for final disposition. Using a pour over will alongside a living trust provides comprehensive coverage for a plan by catching assets omitted from trust funding. The will also allows for guardian nominations and appointment of an executor for probate matters. To minimize probate and administrative burdens, it remains important to complete trust funding during life so fewer assets are subject to probate administration under the will.
To begin the estate planning process with our firm, contact the Law Offices of Robert P. Bergman by phone or email to schedule an initial consultation. During that meeting we will review your family circumstances, assets, and goals for distribution and incapacity planning. Bringing a list of assets, account statements, deeds, and current beneficiary designations helps us assess what documents are needed and how to structure an effective plan that reflects your intentions. After the consultation we prepare draft documents tailored to your situation and review them with you for clarity and accuracy. Once finalized, we supervise proper execution and assist with implementation steps such as funding trusts and updating account beneficiaries. We also provide guidance on follow up reviews and amendments so your plan remains current as life circumstances change.
Criminal Defense
Homicide Defense
Manslaughter
Assault and Battery
Assault with a Deadly Weapon
Battery Causing Great Bodily Injury
Domestic Violence
Domestic Violence Protection Orders
Domestic Violence Restraining Order
Arson Defense
Weapons Charges
Illegal Firearm Possessions
Civil Harassment
Civil Harassment Restraining Orders
School Violence Restraining Orders
Violent Crimes Defense
Estate Planning Practice Areas