A certification of trust is a focused document that allows trustees to prove the existence and authority of a trust without revealing the trust’s full contents. In Chino Hills and the surrounding areas, this document is often requested by banks, title companies, and financial institutions to confirm a trustee’s ability to manage accounts, real property, or other assets on behalf of the trust. The certification highlights key trust details such as the trust’s name, date, and the trustee’s authority, enabling routine transactions while preserving privacy. This guide explains why people use a certification of trust and how our firm assists clients through the process from preparation to delivery.
Many clients seek a certification of trust to streamline transactions that involve trust assets, including real estate closings, retirement account transfers, and beneficiary updates. Because the certification keeps sensitive trust provisions private, it reduces the need to disclose the entire trust document while still giving third parties the necessary confirmation to proceed. Preparing the certification accurately helps avoid delays or refusals by institutions that require clear evidence of trustee authority. Our approach emphasizes careful review of the trust, clear drafting of the certification, and timely coordination with third parties to facilitate smooth administration and reduce friction during asset management and transfers.
A certification of trust serves as a concise verification tool that simplifies routine transactions involving trust property. It provides third parties with the legal confirmation they need that a trustee has authority to act, without exposing private trust provisions or beneficiary details. This limited disclosure protects family privacy while allowing banks, escrow companies, and other institutions to move forward with asset transfers, account changes, or title work. Using a properly drafted certification can prevent administrative roadblocks, reduce processing time, and decrease the chances of disputes later by clearly stating the trustee’s powers. Overall, it is a practical balance between confidentiality and accountability in trust administration.
The Law Offices of Robert P. Bergman serves individuals and families throughout San Bernardino County, including Chino Hills, with a focus on practical estate planning and trust administration. Our team assists clients with preparing and delivering documentation that third parties commonly request, including certifications of trust and related trust administration papers. We prioritize clear communication, careful document review, and attention to procedural requirements so that banks and title companies accept the certification without additional delays. Clients benefit from guidance on how the certification interacts with other estate planning documents like revocable living trusts, pour-over wills, and powers of attorney.
A certification of trust is a short, standardized statement that summarizes essential information about a trust while omitting confidential provisions. It typically indicates the trust’s name, date, the identity of the current trustee or trustees, and the trustee’s authority to sign documents and manage trust assets. Financial institutions and title companies often prefer this form because it verifies authority without requiring the full trust instrument. Preparing the certification requires a review of the trust to confirm who is authorized to act and whether any limitations or conditions apply, ensuring the certification accurately reflects the trustee’s power to perform specific transactions.
Because state and institutional requirements vary, the content and format of a certification of trust may be adjusted to meet the recipient’s needs while remaining consistent with legal standards. Trustees should not sign a certification unless they understand its assertions and have the underlying trust available for reference. When the certification is notarized and accompanied by supporting documentation if requested, institutions are more likely to accept it without requiring the full trust. Our role is to draft a clear certification, confirm the trustee’s authority under the trust terms, and help clients navigate any institutional questions to minimize interruptions in administration or transfers.
A certification of trust is a streamlined legal document that verifies the existence of a trust and the authority of its trustee or trustees to act on behalf of the trust. Unlike a full trust instrument, the certification intentionally excludes detailed provisions such as distribution terms and beneficiary designations in order to preserve privacy. Institutions use the certification to confirm that a trustee can sign documents, cash checks, manage accounts, or transfer title. The certification typically includes the trust name, date, trustee names, and a statement of the trustee’s powers, and it is sometimes accompanied by a copy of a government-issued ID and a notary acknowledgment to satisfy institutional requirements.
Preparing a certification of trust involves identifying and confirming the trust’s basic facts, the succession of trustees if applicable, and any constraints on trustee authority. The process begins with reviewing the trust instrument to determine the proper legal name and date of the trust, verifying appointment or resignation of trustees, and checking for any provisions that limit actions. After drafting the certification, it should be signed and notarized as required, and then provided to the requesting institution along with any requested identification or supporting documentation. Close attention to these elements reduces the chance of rejection or follow-up requests that can delay transactions.
This glossary highlights common terms encountered when preparing or using a certification of trust. Understanding these phrases helps trustees communicate with banks, title companies, and other entities that require trust verification. Terms include trustee, grantor, trust instrument, revocable living trust, successor trustee, notarization, and authority to transfer. Each term has specific implications for how assets are managed and transferred. Familiarity with these concepts ensures that trustees can provide accurate certifications and respond to institutional requests with confidence, which in turn helps avoid delays or misunderstandings during important financial or real estate transactions.
A trustee is the individual or entity appointed to manage the trust property in accordance with the trust terms and applicable law. The trustee has a fiduciary duty to act honestly and in the best interests of beneficiaries, handle assets prudently, and follow the distribution instructions in the trust document. The trustee may be empowered to sign deeds, open or close accounts, and make investment decisions, depending on the trust’s provisions. For a certification of trust, the trustee’s identity and authority are the key facts institutions rely upon to confirm that transactions involving trust assets are properly authorized.
A certification of trust is a condensed instrument that provides evidence of a trust’s existence and key facts, while intentionally omitting confidential terms. The certification typically includes the trust’s name and date, the name of the trustee, and a statement of the trustee’s authority to act. It limits disclosure while allowing third parties to proceed with transactions involving trust assets. The format can vary, but the goal is consistent: verify trustee authority without revealing beneficiary details or distribution provisions. Properly prepared certifications typically carry a notary acknowledgment and may be accepted more readily by financial institutions.
The grantor, sometimes called the settlor, is the person who creates the trust and transfers assets into it. The grantor sets out the trust terms, appoints the initial trustee, and specifies how assets will be managed and distributed to beneficiaries. In many revocable trusts, the grantor retains the power to modify or revoke the trust during their lifetime. When preparing a certification of trust, the grantor’s identity and the trust’s creation date are often referenced to establish the trust’s authority and history without exposing the trust’s internal provisions or beneficiary details.
A successor trustee is the person or entity named in the trust to take over management when the initial trustee can no longer serve, due to incapacity, resignation, or death. The successor trustee steps into the trustee’s role and assumes duties to manage, protect, and distribute trust assets according to the trust terms. A certification of trust may identify current trustees and outline succession to show an institution who is authorized to act at the time of a transaction. Clear documentation of succession helps avoid disputes and ensures continuity of trust administration.
When a trust transaction is pending, trustees face choices about how much information to provide to third parties. A certification of trust offers a limited disclosure option that confirms trustee authority without revealing the trust’s full contents. In contrast, some institutions may insist on inspecting the complete trust instrument or portions of it, particularly if unusual powers or restrictions exist. Choosing a certification typically preserves privacy and speeds up routine matters, while full disclosure may be necessary where institutions require detailed terms. Understanding the trade-offs and preparing accurate certification language helps trustees minimize friction and protect sensitive trust details.
A certification of trust is often adequate for common banking tasks like changing account signatories, opening trust accounts, or transferring funds into or out of existing trust accounts. Financial institutions frequently accept a concise certification that states who the trustees are and that they have authority to handle trust assets. The limited disclosure avoids sharing confidential distribution provisions and enables the bank to complete routine transactions without requiring a full review of the trust instrument. Ensuring the certification contains accurate trustee names, the trust date, and a notarized signature supports smoother processing and fewer follow-up requests.
Title companies and escrow officers commonly accept a certification of trust during real estate conveyances when the trust holds property. The certification confirms the trustee’s authority to sell, convey, or encumber trust property without revealing sensitive terms. When the certification is properly formatted and accompanied by a copy of identification and a notary acknowledgment, the title company can complete title transfer documents and record deeds efficiently. Providing clear evidence of succession or co-trustee authority in the certification also helps avoid delays in closings and ensures funds and title can be moved according to the trust’s directives.
When a trust contains unusual provisions, limited powers for trustees, or potential conflicts among beneficiaries, a more comprehensive legal review is warranted. In such cases, institutions may be hesitant to accept a simple certification without examining the relevant trust clauses, or disputes may arise over who has authority to act. A full review of the trust and related documents can clarify ambiguous language, identify restrictions or required consents, and produce a tailored certification or other documentation that aligns with institutional demands. Addressing these complexities upfront helps prevent future disputes and ensures that trustee actions comply with the trust’s terms.
Some banks, title companies, or retirement plan administrators may require the actual trust instrument or specific excerpts to verify powers or beneficiary entitlements, particularly for larger or more unusual transactions. In those scenarios, preparing for full disclosure involves careful redaction where appropriate, voluntary provision of necessary excerpts, and legal review to ensure compliance with privacy concerns. A comprehensive service helps organize documents, prepare any necessary affidavits, and communicate with institutions to determine whether a certification will suffice or full documentation is required to complete the transaction without unexpected delays.
Combining a well-drafted certification of trust with a thorough review of the trust instrument and supporting documents reduces the risks of institutional rejection or future disputes. A careful review identifies any limitations on trustee powers, outstanding successor trustee issues, or other matters that could impede transactions. It also allows for preparing any supplementary affidavits, notary acknowledgments, or redacted excerpts that institutions might request. This comprehensive handling streamlines interactions with banks and title companies, helps maintain privacy where possible, and ensures that trustees act with clarity and confidence when managing or transferring trust assets.
A comprehensive approach also prepares trustees to respond quickly if questions arise from third parties, such as requests for additional documentation or clarification of succession. Proactively addressing potential obstacles reduces delays and stress during time-sensitive processes like real estate closings or account transfers. When trustees are supported by careful preparation, their actions are less likely to be questioned, and beneficiaries experience smoother outcomes. Ultimately, this approach preserves the goals of the trust while protecting privacy and facilitating efficient administration of the trust estate.
When documents are reviewed and a certification is drafted precisely, institutions receive the information they need in a clear format, which minimizes back-and-forth requests that slow transactions. Preemptively identifying potential obstacles and addressing them with supporting documentation helps prevent last-minute surprises at closings or when transferring accounts. This readiness can save time and reduce emotional strain for trustees and beneficiaries during moments that require prompt action. Preparation and coordination with institutions encourage efficient handling of trust matters while maintaining appropriate confidentiality where possible.
A careful approach to certifications and related trust documents enhances recordkeeping by ensuring that clear, dated, and notarized copies of key papers are available when institutions request them. Well-maintained records simplify future transactions, support the trustee’s authority, and provide a reliable trail for beneficiaries and professionals who may become involved later. Accurate documentation also helps resolve questions about succession, trustee actions, and asset distributions without resorting to litigation. Maintaining organized, accessible records supports long-term trust administration and provides peace of mind to trustees and family members alike.
Before preparing a certification of trust, contact the requesting institution to confirm the specific information they require and any preferred format. Banks and title companies may have their own forms or may ask for certain language or notarization. Knowing these details in advance helps tailor the certification so it will be accepted the first time, avoiding delays. Gather the trust’s name, date, trustee identification, and any succession details you might need, and be prepared to provide supporting identification. Clear communication with the institution prevents wasted effort and reduces the likelihood of repeated requests for clarification or additional paperwork.
Make sure the certification clearly reflects the current trustee as well as any successor trustee information that may be relevant to the transaction. If there have been resignations, appointments, or other changes in trustee status, provide the documents showing that chain of authority. This prevents confusion about who may sign documents or manage assets on behalf of the trust. Clear documentation of succession not only satisfies institutional requirements but also reduces the risk of disputes among beneficiaries and supports efficient administration of trust affairs.
A certification of trust is a helpful tool when trustees need to demonstrate authority without disclosing private details of the trust. Consider using one when you expect to deal with banks, title companies, retirement plan custodians, or other institutions that request proof of trustee authority. The certification is especially useful during real estate transactions, account transfers, or when opening trust-related financial accounts. Because it provides only the essential facts, it preserves family privacy and reduces administrative burden. Trustees who anticipate interacting with institutions on behalf of the trust often find the certification both practical and protective.
Another reason to prepare a certification is to reduce confusion and avoid unnecessary delays during time-sensitive transactions. Having a notarized certification ready can make closings, account changes, and property transfers smoother by giving institutions a concise reference they can rely upon. It is also a prudent step when transitioning between trustees or when beneficiaries request clarity about who is authorized to act. Preparing the certification as part of a larger plan for trust administration supports orderly management and helps ensure that assets are handled according to the trust’s instructions.
Typical circumstances that prompt the use of a certification of trust include real estate sales by a trust, transfers of bank or brokerage accounts, retirement account beneficiary changes, and interactions with title companies. Institutions may ask for a certification when a trustee wants to cash checks, sign mortgage documents, or change account registration to reflect trust ownership. The certification helps avoid producing the full trust instrument in situations where only proof of trustee authority is necessary. Preparing this document ahead of time ensures trustees can respond quickly when institutions make such requests.
When trust property is sold or transferred, title companies and escrow agents often require evidence that the trustee can convey the property. A certification of trust provides the necessary confirmation in a concise format that protects confidential trust details. Including current trustee names, trust date, and a statement of authority in the certification typically enables the title company to prepare and record deeds and handle closing funds. Ensuring the certification is accurate and notarized, when needed, helps avoid hold-ups at the closing table and facilitates a timely transfer of ownership.
Banks and investment custodians will often ask for documentation showing that the trustee has authority to operate accounts held in the trust’s name. A certification of trust that states the trustee’s authority to deposit, withdraw, and manage assets can satisfy these requirements while insulating the trust’s confidential terms. Reliable identification and a properly drafted certification typically allow financial institutions to update account registrations, process distributions, or open new accounts for the trust. This approach minimizes unnecessary disclosure and supports straightforward account management on behalf of the trust.
Retirement plan administrators and custodians sometimes require proof that a trustee can act on behalf of a trust to claim benefits or change beneficiary designations. Providing a certification of trust that confirms trustee authority can enable administrators to proceed with necessary forms and distributions. In some cases, plan rules may require additional documentation, but the certification typically serves as the starting point. Preparing the certification together with any other required forms and identification makes it easier to complete retirement account transactions efficiently and with minimal disclosure of private trust terms.
If you need help preparing a certification of trust in Chino Hills, our office is available to assist with document review, drafting, notarization coordination, and communication with the requesting institution. We work to clarify trustee authority, document any succession issues, and ensure the certification contains the information institutions typically require. Whether it’s for a real estate closing, account transfer, or bank transaction, our team helps assemble the necessary paperwork and advise on the best way to protect privacy while meeting institutional demands. Contacting us early in the process can prevent delays and ensure the certification is accepted when needed.
The Law Offices of Robert P. Bergman provides practical, client-focused assistance for trust administration matters, including preparing certifications of trust commonly required by banks and title companies. We emphasize clarity, accuracy, and timely communication so clients can complete transactions without unnecessary delay. Our approach includes carefully reviewing trust documents to confirm who is authorized to act, drafting a certification that reflects the trust’s terms, and advising on any additional steps institutions may request. Clients appreciate the attention to detail and the effort to preserve privacy while addressing third-party requirements efficiently.
We also assist with related estate planning documents that often accompany trust administration, such as revocable living trusts, pour-over wills, powers of attorney, and advance health care directives. By coordinating the certification with the broader estate plan, we help ensure consistent records and a smooth transition when trustees or beneficiaries must act. Our office supports trustees through each step of the process, from preparing the certification and notarization to communicating with the receiving institution to address follow-up questions, minimizing interruptions to the trust’s administration.
Our firm is familiar with the local procedures and institutional practices in San Bernardino County and surrounding areas, and we tailor documentation to meet those expectations. Whether you are arranging a real estate closing or updating account titles, we help organize the necessary paperwork and guide trustees through the required steps. Prompt responses and careful document handling are priorities to avoid delays and keep transactions moving. Clients benefit from practical guidance that focuses on completing the task at hand while protecting the trust’s privacy and the interests of beneficiaries.
Our process begins with an intake to gather the trust instrument, any amendments, trustee appointment records, and information about the requested transaction. We review the trust to identify the correct legal name and date, confirm the current trustee or trustees, and note any limitations or succession provisions that could affect authority. After drafting the certification to meet the institution’s needs, we arrange for signing and notarization as required. Finally, we coordinate delivery of the certification to the requesting party and remain available to answer follow-up questions until the transaction is completed.
The initial step involves collecting the trust instrument, amendments, trustee appointment or resignation documents, and identification for signing trustees. We review these materials to confirm the trust’s legal name, date, and the current trustee roster. This review determines whether a straightforward certification will suffice or whether additional documents or redactions are advisable. Identifying any restrictions, co-trustee requirements, or successor trustee provisions at the outset helps tailor the certification and reduces the likelihood of later complications with banks or title companies.
During the review, we verify that the person signing the certification is authorized under the trust to perform the requested transaction. This includes checking for co-trustee consents, limitations on specific powers, and any conditions precedent that must be satisfied. If there are multiple trustees, we determine whether signatures from all are required or if one trustee may act alone. Clear confirmation of authority ensures the certification accurately reflects who can sign documents on behalf of the trust and avoids later challenges from institutions or beneficiaries.
We examine any amendments, restatements, or related documents that could affect trustee authority or successor designation. Amendments may change trustee roles or limit certain powers, and failing to account for them in the certification can lead to institutional rejection. Gathering and reviewing these records ensures the certification is consistent with the trust’s current terms. When necessary, we prepare a clear summary of relevant changes for the certification and include any required exhibits or confirmations so the receiving party understands the basis for trustee authority.
After confirming the necessary facts, we draft a certification of trust that includes the trust name, date, current trustee identity, and a statement of the trustee’s authority tailored to the transaction. We incorporate any institution-specific language requested and prepare the document for signing. Once the trustee signs, we coordinate notarization to authenticate the signature. Notarization and accurate drafting together increase the likelihood that banks, escrow officers, and other institutions will accept the certification without requesting the full trust instrument, facilitating a prompt resolution of the requested matter.
Many institutions prefer certain phrasing or additional verification components in a certification of trust, such as a statement concerning trustee powers to convey real property or manage accounts. We incorporate those requirements into the document while keeping disclosure limited to what is necessary. Tailoring the certification to the recipient’s expectations reduces the need for supplementary documentation and helps ensure acceptance. When possible, we use language that satisfies institutional checklists while maintaining the trust’s privacy and protecting beneficiary information.
We arrange for the trustee to sign the certification in the presence of a notary or supervise the proper execution according to the institution’s requirements. Notarization serves as an added layer of authenticity and often satisfies institutional standards for accepting trust-related documents. We can coordinate in-office signing, remote notarization if permitted, or provide guidance for obtaining a notary in the trustee’s area. Proper execution helps ensure institutions will accept the certification and proceed with the requested transaction without additional obstacles.
Once the certification of trust is signed and notarized, we deliver it to the requesting institution and maintain contact to address any follow-up questions. If the institution requests further information or additional documents, we respond promptly and coordinate any necessary supplemental materials, such as identification or related affidavits. Our follow-up helps keep closings and account transfers on schedule, reduces the risk of delays, and supports trustees in completing transactions without undue stress. We remain available until the institution accepts the certification and the transaction is finalized.
Coordinating the certification delivery with banks, escrow officers, and title companies saves time by ensuring they receive documents in the format they expect. We communicate directly with institutional contacts when authorized, clarifying any language in the certification and resolving questions about trustee authority. This proactive coordination helps prevent bureaucratic delays and ensures the documents are routed properly. By serving as a point of contact, we streamline the process for trustees so they can focus on fiduciary duties while we handle procedural matters with third parties.
If the requesting party asks for revisions, supplementary documentation, or the full trust instrument, we advise trustees on the best course of action and prepare the necessary materials. Sometimes institutions ask for clarifying language or additional proof of succession, and addressing those requests promptly avoids closing delays or account freezes. We assist with redaction where appropriate and help balance institutional demands with privacy concerns. Timely responses to additional requests keep transactions moving and protect both trustees and beneficiaries from unnecessary administrative complications.
A certification of trust is a concise document that confirms the existence of a trust and identifies key facts such as the trust’s name, date, and the current trustee or trustees who have authority to act. The purpose is to give banks, title companies, and other institutions enough information to accept trustee actions without requiring the full trust instrument, which preserves privacy and avoids unnecessary disclosure of distribution terms. You might need a certification when dealing with trust-owned property, transferring financial accounts into or out of the trust, updating beneficiary designations, or conducting estate administration tasks that require third-party confirmation of trustee authority. Having a properly drafted and notarized certification prepared ahead of transactions can speed processing and reduce institutional requests for additional documentation.
Typically, the current trustee or trustees named in the trust document can sign a certification of trust. If there are co-trustees, the trust may require joint action or allow a single trustee to act alone; the trust instrument determines who is authorized to sign. The certification should accurately reflect the person or persons exercising authority at the time of signing and note any requirements for multiple signatures if they apply. When succession has occurred, documentation showing the change in trustee status should accompany the certification. If a successor trustee has stepped in, providing resignation or appointment records along with the certification helps institutions verify the chain of authority and accept the document without requesting the full trust.
Many banks and title companies accept a certification of trust as a sufficient substitute for the full trust instrument for routine matters, but acceptance is not guaranteed. Institutional policies vary, and some entities may still request the full trust in certain situations, such as complex transactions, large transfers, or when the trust contains atypical provisions that affect trustee powers. To increase the likelihood of acceptance, contact the institution in advance to determine their requirements and tailor the certification accordingly. Providing notarization, identification for the trustee, and any requested exhibit or supporting documents can often satisfy institutional needs without disclosing private details of the trust.
A typical certification of trust includes the trust’s legal name and date, the names of the current trustees, a statement confirming the trustee’s authority to act on behalf of the trust, and references to any limitations on that authority that are relevant to the transaction. It intentionally omits sensitive provisions such as detailed beneficiary designations and distribution instructions to preserve confidentiality while providing necessary verification. Depending on the recipient’s needs, the certification may also reference whether the trust is revocable or irrevocable, whether any co-trustee signatures are required, and whether the trustee has authority to convey real property or manage accounts. Including only what is necessary helps balance institutional requirements with privacy preservation.
Yes, title companies and escrow officers commonly accept a certification of trust for real estate closings involving property held in a trust. The certification confirms the trustee’s authority to sell or encumber trust property without providing the trust’s confidential distribution provisions. When properly drafted and notarized, the certification typically enables the title company to prepare deeds and record transactions while protecting private trust terms. However, some title companies may request additional evidence such as proof of succession or specific language regarding the trustee’s power to convey real property. Communicating with the title company in advance and tailoring the certification to their expectations helps ensure a smooth closing process and avoids last-minute document requests.
Proving a successor trustee’s authority generally involves presenting the trust instrument or amendment that names the successor, along with any resignation or death certificate for the prior trustee if relevant, and a certification of trust showing the successor’s current status. Providing a clear chain of documents helps institutions confirm the legitimacy of the successor trustee’s authority without resorting to the entire trust when possible. In many cases a notarized certification that identifies the successor trustee and references the relevant appointment clause is sufficient for banks and title companies. If institutions require additional proof, supplying the appointment documents or a reliable excerpt of the trust that shows succession language addresses their concerns while minimizing undue disclosure.
Notarization is often recommended and sometimes required because it authenticates the signature of the trustee on the certification of trust, increasing an institution’s confidence that the document is valid. A notarized certification is more likely to be accepted by banks, escrow officers, and title companies, particularly for transactions involving real property or significant financial changes. While some institutions may accept an unsigned or unnotarized certification under certain circumstances, obtaining notarization ahead of time reduces the chance of rejection. Coordinating notarization at the time of signing, whether in-office or via permitted remote methods, streamlines acceptance and helps ensure the certification is effective when presented.
If an institution rejects your certification of trust, first ask for a clear explanation of the specific deficiency or additional documentation they require. Institutions may seek particular language, identification, or evidence of succession. Understanding the precise reason for rejection allows you to address the issue directly, whether by revising the certification, providing supporting documents, or supplying a redacted excerpt of the trust if necessary. We can assist by communicating with the institution to clarify requirements and preparing any supplementary paperwork they request. Responding promptly and providing the requested materials typically resolves the issue and prevents further delays in the transaction, while protecting the trust’s confidential provisions as much as possible.
If an institution asks for the full trust document, it is appropriate to explore whether a redacted copy or a specific excerpt will suffice, as full disclosure could reveal private distribution provisions. Redaction can conceal sensitive terms while allowing the institution to review the clauses they need to confirm trustee authority. Before providing redacted materials, document what was redacted and maintain original copies for your records. If the institution insists on the full trust, consider asking for written justification and limit access to the document where possible. We can help negotiate acceptable alternatives, prepare redactions, and determine whether a limited excerpt or certification plus supporting documents will meet the institution’s needs while preserving confidentiality.
Prepare by gathering the trust instrument, any amendments or restatements, documents showing trustee appointments or resignations, and identification for the trustee. Also note the transaction you anticipate, such as real estate closing or account transfer, and contact the receiving institution to learn their preferred certification format or specific requirements. Having these materials ready streamlines the drafting process and increases the likelihood of acceptance on the first submission. When you meet with a professional, bring copies of all relevant documents and be ready to explain the institution’s request. That enables accurate drafting of the certification, identification of any potential obstacles, and advice on whether additional documentation or redaction may be necessary to satisfy the institution while protecting private trust information.
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