If you live in Lathrop or elsewhere in San Joaquin County and are planning for the future, well-crafted estate planning documents help protect what matters most. The Law Offices of Robert P. Bergman provides practical guidance on trusts, wills, powers of attorney and health care directives tailored for California law. Whether you are organizing assets for a spouse, planning for children or preparing for incapacity, clear legal documents reduce later confusion and unnecessary expense. Call 408-528-2827 to discuss how a personalized plan can provide peace of mind and a smooth path for your family when transitions occur.
Estate planning is more than signing forms; it is a thoughtful process of identifying priorities, naming who will make decisions and arranging for asset management and distribution. In Lathrop, families often rely on living trusts, pour-over wills, and powers of attorney to maintain privacy and avoid probate when possible. Advanced care directives and HIPAA authorizations ensure medical wishes are honored. The goal is to create documents that work with California rules and your personal circumstances so decisions are clear and families are protected from unnecessary court proceedings and delays during stressful times.
A comprehensive estate plan provides clarity about financial and health care decisions, reduces the likelihood of contested matters, and can make transitions smoother for family members. For residents of Lathrop, using instruments such as revocable living trusts, pour-over wills, and powers of attorney helps avoid public probate administration and maintain privacy. Properly drafted documents also simplify asset transfer, protect minor beneficiaries, and preserve continuity of management when incapacity occurs. Drafting a plan that aligns with California law and your personal goals reduces stress for heirs and ensures your intentions are followed with minimal interruption and delay.
The Law Offices of Robert P. Bergman serves families across San Joaquin County from our California practice with an emphasis on practical, well-drafted estate planning documents. Our team works to understand each client’s family dynamics, financial picture and long-term goals before proposing a cohesive plan. We prepare revocable living trusts, wills, health care directives, powers of attorney and related documents such as certification of trust and pour-over wills. Consultation begins with a focused review of assets and beneficiary designations, followed by clear recommendations and careful drafting to help avoid later disputes and reduce administrative burdens for loved ones.
Estate planning encompasses legal documents that dictate how your property is managed and distributed, who makes financial and medical decisions if you cannot, and how to provide for dependents. In Lathrop and throughout California, common elements include a revocable living trust to manage assets during life and transfer them at death, a pour-over will to catch assets not placed in trust, powers of attorney for financial decisions, and advance health care directives for medical choices. Selecting the right combination depends on asset types, family considerations, and goals for privacy and probate avoidance.
Many clients find that a trust-based plan paired with supporting documents offers the best balance of control and convenience. For families with minor children, guardianship nominations and trust provisions help ensure children are cared for according to your wishes. For individuals with special needs, trusts like special needs trusts can preserve eligibility for public benefits while providing additional care. Retirement plan trusts and irrevocable life insurance trusts address specific tax or legacy goals. A thorough review of beneficiary designations and title changes completes an effective estate planning process.
A revocable living trust holds assets during life and allows for continuity of management; it typically avoids probate and can be amended as circumstances change. A last will and testament names guardians for minor children and acts as a back-up to transfer property not placed in trust. A financial power of attorney appoints someone to manage financial affairs if you cannot act, while an advance health care directive appoints a health care agent and records medical preferences. Other documents such as certification of trust and HIPAA authorizations provide necessary proof and access for institutions and medical providers.
Creating an effective estate plan involves identifying assets, naming beneficiaries, selecting decision-makers and preparing legal instruments that reflect those choices under California law. The process typically begins with a detailed inventory of accounts, real property, retirement plans and insurance. We then discuss goals for guardianship, incapacity planning and legacy distribution. Documents are drafted and reviewed for clarity, then signed with necessary formalities. For trust-based plans, funding the trust by retitling assets is an important follow-up step that ensures the documents operate as intended and reduce administrative complexity after incapacity or death.
Understanding common terms helps families make informed decisions. Terms like ‘trust,’ ‘probate,’ ‘beneficiary,’ ‘power of attorney,’ and ‘advance health care directive’ describe how legal authority and assets are managed and distributed. A certification of trust offers a concise summary for financial institutions without revealing trust details. ‘Pour-over will’ works alongside a trust to capture assets that remain outside the trust. Knowing these concepts makes it easier to follow recommendations and to ensure your plan functions efficiently under California procedures and timelines.
A revocable living trust is a legal arrangement in which you transfer ownership of assets into a trust you control during life. It allows you to manage and use property as before while providing instructions for management and distribution after incapacity or death. Unlike a will, a properly funded trust can avoid probate court in California and maintain privacy. The trust can be amended or revoked during your lifetime to reflect changes in circumstances. Funding the trust by retitling assets and updating beneficiary designations is an important administrative step to make the trust effective.
A financial power of attorney appoints someone to act on your behalf for monetary matters if you are unable to do so. Powers can be durable, continuing through incapacity, and can be tailored to limit authority to particular accounts or transactions. Choosing a trusted agent and providing clear guidance reduces the risk of mistakes or misuse. Lathrop residents often pair a power of attorney with a trust so the appointed agent can manage accounts, pay bills and carry out financial tasks in a way consistent with an overall estate plan and California statutory requirements.
An advance health care directive names a health care agent and states your medical preferences in the event you cannot decide for yourself. It covers decisions about treatment, life-sustaining measures and palliative care. A HIPAA authorization allows health care providers to share medical information with designated individuals so those agents can make informed decisions. Together, these documents ensure your medical wishes are communicated and followed, and they enable family members or other decision-makers to access records and coordinate care without unnecessary delay.
A pour-over will transfers any assets left outside a trust into the trust upon death, ensuring all property is governed by trust terms. A certification of trust is a concise document that provides institutions with essential trust information without disclosing the full trust. Additional documents include general assignment of assets to trust, retirement plan trust provisions, and irrevocable life insurance trusts for specific tax or legacy objectives. Each document serves a specific role to make sure your estate plan is complete, functional, and aligned with California rules and family goals.
Choosing between a limited document set and a comprehensive estate plan depends on household complexity, asset types, and desires for privacy and continuity. Limited approaches may include a will and a simple power of attorney for families with few assets and straightforward wishes, while comprehensive plans typically use trusts, multiple supporting documents, and careful funding to avoid probate and provide smoother transitions. Evaluating the range of options with attention to California probate procedures helps determine the approach that best meets your goals and minimizes future time, cost and family disruption.
A limited estate plan may work well when assets are modest, title and beneficiary designations already ensure direct transfer, and family arrangements are straightforward. If your property passes outside probate through beneficiary designations, joint ownership or payable-on-death accounts, a last will plus powers of attorney and a health care directive might meet your needs. This approach reduces upfront complexity and cost while providing a basic safety net for incapacity and minor estate administration. Periodic review remains important to maintain alignment with life changes and California law.
Some households accept the possibility of probate because their estates are small, or they value lower immediate costs over comprehensive planning. When privacy is not a major concern and heirs are capable of straightforward administration, a limited set of documents may be appropriate. Even in these cases, including powers of attorney and healthcare directives protects against incapacity and provides authority for decision-makers. It’s important to understand how California probate would proceed in these circumstances so expectations are realistic and families are prepared.
Comprehensive planning becomes important when clients have multiple property types, retirement accounts, business interests, blended families, or beneficiaries with special needs. Trust-based plans can reduce probate exposure, preserve privacy and provide clear instructions for management during incapacity. When preserving eligibility for public benefits, as in special needs situations, or when tax planning is a concern, additional trust structures may be appropriate. A thorough plan coordinates beneficiary designations, title, and trust funding to achieve family goals and reduce administrative burden for successors.
For those who want continuity in asset management and a clear roadmap for successors, comprehensive plans set out step-by-step instructions and appoint reliable decision-makers. Trusts can provide for management if incapacity occurs, offer staggered distributions to heirs, and include provisions for pet care or long-term legacy goals. Properly coordinated documents reduce the risk of disputes and make it easier for trusted agents to carry out your wishes. Comprehensive planning also addresses transfer of retirement accounts and life insurance through targeted trust provisions when appropriate.
A comprehensive estate plan offers predictability, privacy and a framework for managing assets during incapacity and after death. Trusts can help avoid probate, saving time and public proceedings, while powers of attorney and health care directives ensure decisions are made on your behalf when you cannot act. Naming guardians for minor children and creating trust distributions tailored to family needs reduces uncertainty. Overall, a coordinated plan gives families a clear path forward that aligns with California law and reduces the administrative and emotional burdens when difficult decisions arise.
Comprehensive planning also allows for specialized tools like irrevocable life insurance trusts or retirement plan trusts to meet complex financial and legacy objectives. Including provisions for changes in circumstances, such as amendments or successor trustee arrangements, allows a plan to remain effective as life evolves. The combination of private trust administration and clear appointment of agents for finances and health matters ensures continuity and can prevent unnecessary court involvement. For many families in Lathrop, taking a holistic approach prevents surprises and provides reassurance that plans will operate smoothly.
One significant advantage of a trust-based plan is preserving family privacy and minimizing public court involvement. Assets held in a revocable living trust generally transfer without probate, which can reduce delays and administrative costs and keep family matters out of public record. This approach is especially helpful for families who value confidentiality or who want to reduce the time required to settle affairs. By coordinating beneficiary designations and trust funding, Lathrop residents can ensure smoother transitions and greater control over how and when assets are distributed.
A comprehensive estate plan names who will manage finances and make health care decisions if you become incapacitated, helping provide uninterrupted management of bills, investments and property. Trustees and agents can step in quickly under the authority granted by trust documents and powers of attorney, avoiding the need for court-appointed guardians or conservators. That continuity reduces stress for family members and ensures bills are paid, taxes filed and important transactions handled promptly. Clear instructions also reduce the chance of disputes among family members over intent and authority.
Begin estate planning by listing your accounts, deeds, retirement plans, insurance policies and business interests. Include account numbers, ownership details and current beneficiary designations so nothing is overlooked. Reviewing titles and beneficiary forms early helps identify assets that need retitling to trust ownership and reduces the chance that property will remain outside your plan. This inventory also helps estimate tax implications and informs decisions about whether additional trust structures, such as retirement plan trusts or irrevocable life insurance trusts, may be appropriate to meet long-term goals.
Coordinate beneficiary designations and property titles with trust documents so assets transfer as intended. Funding a trust by retitling accounts and updating deeds is essential for reducing probate exposure. When retirement accounts and life insurance are involved, consider whether trust provisions like a retirement plan trust or an irrevocable life insurance trust are appropriate to meet distribution goals and tax considerations. Clear coordination among documents helps ensure that your plan functions smoothly and that successors have the authority and information needed to administer your estate.
Professional estate planning helps translate personal goals into legally effective documents that work under California rules. Residents often seek guidance to avoid common pitfalls such as failing to fund a trust, neglecting beneficiary forms, or leaving unclear instructions for guardianship. Planning can preserve family harmony by reducing ambiguity about distributions and decision-making. It also prepares for incapacity by appointing financial and medical decision-makers. For families with diverse assets or beneficiaries with special needs, carefully crafted documents ensure transitions occur according to your wishes and minimize unnecessary administrative burdens.
Working with an attorney-advocate at the Law Offices of Robert P. Bergman provides a practical framework for organizing documents, funding trusts and coordinating retirement and insurance accounts. A prepared plan limits surprises and reduces the potential time and expense associated with probate or court involvement. For those who value privacy, trusts provide a private avenue for asset transfer. For clients concerned about incapacity, powers of attorney and health care directives ensure trusted individuals can act on their behalf without delay, helping maintain stability during difficult periods.
Life events commonly prompt families to begin estate planning: getting married or divorced, welcoming children, acquiring significant assets, retiring, or facing serious illness. Business ownership, second marriages and blended families create additional considerations for ensuring fair and clear distributions. Changes in health or cognitive function highlight the importance of powers of attorney and health care directives. Even when assets seem modest, planning avoids confusion and ensures that guardianship nominations, beneficiary choices and management plans reflect current wishes and protect loved ones from unnecessary legal steps.
When parents have young children, naming guardians and creating trust arrangements for minor beneficiaries ensures that children are cared for according to parental wishes if both parents are unable to do so. Trust provisions can manage distributions over time, protect assets from mismanagement, and provide for education or health needs. Clear guardianship nominations reduce the risk of disputes and provide guidance to family members. Including these provisions in a comprehensive plan offers reassurance that both parenting and financial concerns are addressed in a coordinated way.
Families with a member who receives public benefits often need planning tools that preserve eligibility while providing for supplemental needs. A special needs trust can hold assets for the benefit of a beneficiary without disqualifying them from Medicaid or other programs. Thoughtful drafting directs how funds are used for housing, therapies or supplemental care while ensuring government benefits continue. This planning requires careful coordination with benefit rules and beneficiary designations so that the intended protections are effective when needed.
Owners of businesses, real estate investments or retirement accounts often need tailored arrangements to ensure continuity and tax-aware transfer strategies. Trusts, buy-sell provisions, and retirement plan trusts can coordinate how assets are managed and passed to successors. Clear succession instructions reduce disruption to operations and clarify who may step into managerial roles. A comprehensive plan supports long-term goals for business continuity and asset protection while providing defined mechanisms for distribution and management under California law.
The Law Offices of Robert P. Bergman provides local guidance for estate planning matters affecting Lathrop and surrounding communities. We assist with creating and updating trusts, wills, healthcare directives, powers of attorney, and specialized trust arrangements like special needs trusts and irrevocable life insurance trusts. Our approach focuses on clear communication about options and practical steps to implement plans, including trust funding and beneficiary coordination. Call 408-528-2827 to schedule a consultation to discuss your situation and the documents that will help ensure your wishes are followed and your loved ones are protected.
Clients choose our firm for a methodical approach to estate planning that emphasizes clarity and practical results. We take time to understand family dynamics, asset structures and long-term wishes before recommending documents such as revocable living trusts, pour-over wills, or powers of attorney. Our goal is to prepare legally sound documents that function smoothly when needed, avoiding common administrative problems and aligning with California procedures. Clear drafting and careful coordination of beneficiary designations help reduce the burden on successors and preserve family resources.
We assist with implementing the plan through follow-up steps like trust funding, beneficiary updates and coordination with financial institutions. Clients appreciate straightforward explanations about how each document fits into the broader plan and what actions are needed to ensure the intended outcomes. For more complex situations, we discuss additional trust vehicles and strategies to address tax, business succession, or care needs for beneficiaries who may require long-term support. Regular reviews keep plans current as life circumstances evolve.
Accessibility and communication are central to how we work. We provide clear timelines, transparent fee discussions and practical advice tailored to each client’s circumstances. Whether you live in Lathrop or elsewhere in San Joaquin County, our focus is on delivering documents that meet your goals while minimizing future complications for your family. To begin planning or to review an existing plan, contact our office at 408-528-2827 for a consultation and initial document review.
Our process begins with a focused consultation to gather family details, asset information and planning goals. We review existing documents and beneficiary designations, identify gaps and recommend the set of documents that best meets your needs. After agreement on the plan, we draft clear, legally compliant documents and review them with you to confirm language and practical effects. We then guide you through signing and notarization requirements and advise on funding the trust and implementing beneficiary changes so the plan operates as intended under California law.
The initial stage focuses on compiling a complete inventory of assets, clarifying family structure and discussing your priorities for distribution and decision-making. We identify accounts, deeds, insurance policies and retirement plans, and assess any special circumstances such as minor children or beneficiaries receiving public benefits. Establishing clear goals at the outset ensures the recommended documents address the full scope of needs. This careful preparation creates the foundation for drafting documents that reflect your wishes and operate effectively within California legal requirements.
During document review, we examine existing wills, trusts, powers of attorney and beneficiary forms to identify conflicts or omissions. Creating an accurate asset inventory highlights accounts that require title changes or beneficiary updates. This review also surfaces potential tax or creditor considerations that may affect planning choices. Clear organization of documents and account information streamlines drafting and reduces the chance that an asset will be overlooked, which helps ensure that your plan proceeds without unexpected complications.
A key part of early planning is choosing who will manage finances and health care if you cannot, and naming guardians for minor children. We discuss the responsibilities associated with these roles and provide guidance on how to structure successor appointments. Selecting reliable agents and trustees and documenting clear authority limits helps avoid ambiguity and ensures that people acting on your behalf have the legal authority to do so. This discussion sets the stage for drafting instruments that meet your family’s needs.
After gathering information and setting goals, we draft the necessary documents tailored to your situation. Drafts include trust agreements, pour-over wills, powers of attorney, advance health care directives and any specialized trusts. We explain the purpose and operational details of each document and make adjustments as needed based on your feedback. Our goal during this phase is to produce clear, enforceable documents that reflect your instructions and coordinate with existing account titles and beneficiary designations to achieve the intended results.
Clients receive draft documents for careful review and we discuss each provision to ensure it matches expectations. This collaborative review allows for adjustments to distribution timelines, trustee powers, and agent authority. We clarify how provisions work in practice, including what occurs in the event of incapacity or a beneficiary predeceasing you. Making these decisions during the drafting stage reduces ambiguity and helps prevent disputes, providing a clear roadmap for trustees and agents to follow when administering the estate or trust.
Once the drafts are finalized, we arrange signing sessions to meet California formalities such as witness and notary requirements when necessary. Proper execution ensures that documents will be valid and enforceable when relied upon by financial institutions and courts. After signing, we provide guidance on storing originals, distributing copies to agents and trustees, and informing key individuals about their roles. We also outline follow-up steps for trust funding and beneficiary updates to ensure the plan functions as intended.
Implementation includes retitling assets into the trust, updating beneficiary designations, and providing institutions with the certification of trust where appropriate. We assist clients with these administrative tasks and verify that funding has been completed. After implementation, regular reviews are recommended to account for life changes, new assets, or shifts in family dynamics. Periodic updates ensure documents remain aligned with goals and current law. Ongoing attention helps prevent gaps that could undermine the plan’s effectiveness when it is needed most.
Funding a revocable living trust involves retitling bank and investment accounts, transferring real property deeds, and confirming beneficiary designations for retirement and life insurance accounts. Coordination with financial institutions and record updates are critical to avoid probate for assets intended to pass under the trust. We provide step-by-step guidance and liaison support when necessary to make funding efficient. Ensuring that the trust is properly funded protects the plan’s intended benefits and keeps administration straightforward for successor trustees and family members.
Estate plans should be reviewed after major life events, changes in asset value, or updates to California law. Amendments or restatements can be made to trust documents, wills and related instruments to reflect new circumstances. Regular reviews help maintain consistency across beneficiary forms, account titles and trust provisions. Proactive maintenance reduces the likelihood of conflicts and ensures your plan continues to serve your family’s needs. We recommend scheduled check-ins to make modest updates rather than leaving substantial changes until crises occur.
Whether a trust or a will is appropriate depends on your asset structure and goals. A revocable living trust can help avoid probate for assets that are retitled to the trust, while a will controls distribution of assets left outside a trust and names guardians for minor children. If you own real property, funding a trust by transferring the deed into the trust is an important step to ensure the property passes according to the trust terms. For simpler estates with small assets and clear beneficiary designations, a will with supporting powers of attorney and health care directive may be sufficient. During an initial meeting we review your property, account ownership and beneficiary designations to determine the best approach. We explain the implications of probate in California and how a trust-based plan can minimize court involvement. We also discuss follow-up steps such as retitling accounts and updating beneficiaries to ensure the chosen documents operate as intended and that your family is protected from unnecessary delays and public proceedings.
A power of attorney authorizes an appointed agent to manage financial matters on your behalf if you cannot act, while a trust provides a framework for asset management and distribution both during incapacity and after death. Powers of attorney grant specific authority for transactions, bills and account management, whereas a trust sets out long-term instructions for how property should be handled and who will receive it. Both documents are complementary: a power of attorney enables immediate practical management, while a trust handles property transfer and continuity. In California, durable powers of attorney remain effective during incapacity and are an essential companion to trust planning. We help clients draft powers with appropriate scope and safeguards so agents can act confidently. Coordination of powers of attorney, trust provisions and beneficiary designations ensures that accounts are accessible and that trustees or agents have the authority necessary to carry out the plan without unnecessary court involvement.
Advance health care directives and HIPAA authorizations are the primary documents for protecting your medical preferences and allowing designated individuals to access health records. An advance directive names a health care agent and records treatment preferences, while a HIPAA authorization grants permission to medical providers to share records with that agent. Together, they ensure your wishes are known and that decision-makers have the information needed to act in a timely manner. These documents are especially important during emergencies or when you cannot communicate directly. We assist clients in choosing a trusted health care agent and in drafting clear directives that reflect personal values about life-sustaining care and other medical treatments. We also advise on how to share these documents with medical providers and family members so they are readily available when needed. Proper documentation reduces uncertainty for loved ones and helps ensure decisions align with your expressed wishes.
To provide for a beneficiary who receives public benefits, a special needs trust is often used so that supplemental support does not trigger loss of benefit eligibility. These trusts are drafted to pay for goods and services that enhance quality of life—such as therapies, education, or personal items—while allowing public benefits to continue for basic needs. Special needs planning requires careful drafting and coordination with benefit rules to avoid unintended disqualification. Naming a trustee who understands these rules is an important consideration for effective administration. We review the beneficiary’s current benefits and needs before recommending trust language and funding strategies. Coordination with other documents and beneficiary designations helps ensure the special needs trust receives appropriate assets without disrupting eligibility. Families are guided through trustee selection and the practical aspects of managing distributions so the trust complements, rather than replaces, public benefits.
A pour-over will acts as a safety net to direct any assets remaining outside your trust into the trust at death. It ensures that property inadvertently left out of the trust does not pass via intestate succession but instead follows the trust’s distribution plan. While a pour-over will typically still requires probate for those specific assets, it serves to consolidate estate distribution under the trust’s terms and provides continuity of intent. For those using a trust-based plan, including a pour-over will is a common and prudent step. Having a pour-over will complements trust funding efforts and helps capture assets that might otherwise fall outside the trust’s control. We review asset titling and beneficiary forms to reduce the need for pour-over distributions, but retaining the pour-over will offers reassurance that the trust’s objectives will ultimately govern distribution of any missed items.
After documents are signed, updating account titles and beneficiary forms is essential to make the plan effective. Funding a trust involves retitling bank, brokerage and real property into the trust’s name and confirming that retirement accounts and insurance policies have appropriate beneficiary designations. We provide clients with clear instructions and assistance in communicating changes to financial institutions, and we can coordinate with trustees, banks and realtors when necessary. Periodic audits of accounts help ensure that new assets or changes have not created gaps in the plan. Maintaining a checklist and verifying that transfers are completed helps avoid scenarios where assets still pass through probate. When beneficiaries change due to life events, updating forms promptly is important. We advise clients on who to notify and help prepare any letters of instruction or documentation needed to support account changes and trust administration.
A properly funded revocable living trust can avoid probate for assets titled in the trust, but not every situation eliminates all court involvement. Assets owned jointly with rights of survivorship, accounts with beneficiary designations, and property titled in a trust generally bypass probate, yet items left outside the trust may still require probate through a pour-over will. In addition, certain contested matters or claims against an estate can involve court proceedings. Careful planning and funding reduces the likelihood of probate and streamlines administration, but complete avoidance depends on thorough implementation. We help clients identify assets that need retitling and coordinate beneficiary forms so the trust functions as intended. By addressing potential gaps and communicating with institutions, clients can minimize the volume of assets that enter probate. Periodic reviews ensure that changes in assets or life events do not inadvertently create new probate exposures that could otherwise be prevented.
Guardianship nominations in a will designate who should care for minor children if both parents are unable to do so. Including these nominations provides guidance to the court and helps ensure your preferences are considered. A pour-over will or last will should clearly state the chosen guardians and outline any trust provisions intended to manage inherited assets for minors. Naming backup guardians and discussing your choices with those individuals reduces uncertainty and prepares them to assume responsibility if necessary. Beyond naming guardians, a comprehensive plan addresses how funds are to be managed for minor children through trusts or custodial arrangements. We advise on structuring distributions to support education and care while protecting assets until a child reaches an appropriate age. Clear instructions and appropriate funding measures give parents confidence that their children will be cared for according to their wishes.
Yes, you can name different people for financial and medical decision-making to match individual strengths and relationships. A financial power of attorney appoints an agent to handle money, bills and asset management, while an advance health care directive names a health care agent to make medical decisions. Choosing separate agents allows you to match responsibilities with those most capable and available to serve in each role. Clear documentation and communication about expectations help ensure those individuals can act effectively when needed. When selecting agents, consider proximity, availability and ability to cooperate with other family members or trustees. Providing written guidance and discussing important preferences with appointed agents reduces ambiguity and helps them act in alignment with your values. We help clients name successors and draft documents with provisions to ensure smooth transitions among decision-makers.
For your first estate planning appointment, bring a list of assets including bank and investment account statements, real property deeds, retirement plan summaries, life insurance policies and any existing estate documents such as wills or trusts. Also bring contact information for beneficiaries and any current agents named in existing powers of attorney or health care directives. Having this information available accelerates the evaluation process and helps identify what updates or additional documents are needed to meet your goals. It is also helpful to prepare notes about family dynamics, desired guardians for minor children, and any specific wishes for distributions or care. We use this information to recommend the appropriate document set and to outline next steps for drafting, signing and funding the chosen plan. Bringing questions and concerns ensures the initial meeting addresses what matters most to you and your family.
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