The Law Offices of Robert P. Bergman assists Santa Cruz residents with practical estate planning that protects families, property, and wishes. Our firm helps people create documents such as revocable living trusts, last wills, financial powers of attorney, and advance health care directives to ensure smooth transitions during incapacity and after death. We also prepare trust-related instruments including pour-over wills, certifications of trust, and trust modification petitions. Our approach focuses on clear communication, careful drafting, and strategies tailored to each client’s family dynamics and financial circumstances so that plans reflect current law and real life needs.
Planning ahead reduces uncertainty and avoids costly disputes for survivors. In Santa Cruz and throughout California, estate planning can address tax considerations, guardianship nominations for minor children, and protection for loved ones with special needs. The process typically begins with a review of assets, family relationships, and goals, followed by drafting and signing the core documents like revocable living trusts and advance directives. We guide clients through funding trusts, updating beneficiary designations, and keeping documents current as life changes occur. The result is a practical, personalized plan designed to minimize family stress and administrative work.
A well-crafted estate plan provides direction and clarity for end-of-life care, asset distribution, and management when someone becomes incapacitated. For residents of Santa Cruz, a plan avoids probate delays, reduces administrative burdens on family members, and preserves privacy by keeping many matters out of public court records. It also allows for the appointment of trusted decision-makers for finances and health care, supports legacy planning through trusts and specific bequests, and can address unique family circumstances such as blended families, special needs beneficiaries, or pet care. Overall, planning delivers peace of mind and practical solutions tailored to personal priorities and California law.
The Law Offices of Robert P. Bergman, based in San Jose, serves clients across Santa Cruz County with personalized estate planning services. Our practice emphasizes careful document drafting, thorough client interviews, and attention to detail when assembling a complete plan that may include living trusts, wills, powers of attorney, and health care directives. We work to explain legal choices in practical terms, assist with trust funding steps, and help families coordinate beneficiary designations and other end-of-life arrangements. Clients receive clear guidance on how to maintain and update their plans as circumstances change over time.
Estate planning is the process of organizing your legal and financial affairs so that assets and responsibilities are handled according to your preferences. This typically involves creating a revocable living trust and a pour-over will to transfer assets, drafting powers of attorney for financial decisions, preparing advance health care directives for medical decisions, and naming guardians for minor children. Estate planning also considers retirement accounts, life insurance, and beneficiary designations. The goal is to make transitions smoother, reduce court involvement, and ensure decisions align with personal, family, and financial objectives.
The planning process begins with gathering information about assets, family relationships, and goals. From there, recommended documents are tailored to the situation: trusts to avoid probate, wills to capture remaining assets, powers of attorney for incapacity, and other instruments such as irrevocable life insurance trusts or special needs trusts for specific concerns. Funding the trust, reviewing beneficiary forms, and preparing certification of trust documents help ensure that the plan functions as intended. Regular reviews and updates are important when family or financial circumstances change.
Revocable living trusts act as a central vehicle for holding and managing assets during life and coordinating their transfer after death while avoiding probate. A last will and testament addresses property not placed into trust and names guardians for minor children. Financial powers of attorney appoint agents to manage financial affairs if you become incapacitated. Advance health care directives provide instructions for medical treatment and designate a health care agent. Additional documents such as certification of trust, pour-over wills, and HIPAA authorizations support administration and access to medical records or trust information when needed.
Creating a dependable estate plan involves a sequence of steps: assessing assets and beneficiaries, discussing goals and family dynamics, drafting the appropriate documents, and executing them according to California law. Once documents are signed, funding the trust by retitling assets and updating beneficiary designations is essential to make the plan effective. The process also includes preparing ancillary documents like pour-over wills, certifications of trust, and HIPAA authorizations. Finally, periodic review and updates help ensure the plan continues to reflect changing circumstances such as marriage, divorce, births, deaths, or significant financial changes.
Understanding common terms makes the estate planning process more transparent. Terms like revocable living trust, pour-over will, power of attorney, and advance health care directive appear frequently, as do specific planning tools like irrevocable life insurance trusts and special needs trusts. Knowing what each instrument does and how they interact will help you make informed decisions. We explain definitions in everyday language, offer practical examples of how documents operate in real situations, and describe when additional instruments are beneficial for tax, asset protection, or family care objectives.
A revocable living trust is a legal arrangement in which an individual places assets into a trust during lifetime and retains the ability to manage or modify those assets. The trust names a trustee to manage trust assets and successor trustees who will take over if the original trustee becomes unable to act or dies. Because assets held in the trust pass according to its terms, a trust can avoid probate administration in California. Funding the trust by retitling property and updating account ownership is an important step to ensure its effectiveness and to minimize delays for beneficiaries.
A financial power of attorney designates an agent to handle financial and legal matters if you are unable to manage them yourself. The scope can be broad or limited, and it can take effect immediately or upon incapacity. This document enables an appointed person to pay bills, manage bank accounts, handle tax matters, and make other financial decisions on your behalf. Choosing a trustworthy agent is important, and steps such as setting clear instructions and reviewing the document periodically help ensure your intentions are carried out responsibly and in line with your financial goals.
A last will and testament is a document that specifies how any assets not placed into trust should be distributed after death. It can name an executor to oversee the probate process, provide for guardianship nominations for minor children, and set out personal bequests. While wills generally require probate in California, they remain an essential backup for assets that were not placed into a trust. A pour-over will often accompanies a living trust to catch any assets unintentionally left out of the trust and direct them into the trust at probate.
An advance health care directive allows you to state your preferences for medical treatment and to appoint a health care agent to make medical decisions if you are unable to speak for yourself. This document may include instructions about life-sustaining treatment, pain management, or organ donation, and it often works in conjunction with HIPAA authorization forms so appointed decision-makers can access medical records. Having clear health care instructions and a designated agent reduces ambiguity and helps medical providers and family members act consistent with your wishes during a health crisis.
When planning an estate, some people opt for a limited approach focused on a few documents, while others choose a comprehensive plan that addresses multiple scenarios and contingencies. A limited plan might include a simple will and basic powers of attorney but may leave assets exposed to probate or administrative delay. A more comprehensive plan typically combines living trusts, funding strategies, healthcare directives, and specialized trusts when needed. Choosing between these approaches depends on asset complexity, family structure, and long-term goals. We help clients weigh the trade-offs and select the path that best meets their needs and priorities.
For individuals with modest assets, uncomplicated beneficiary designations, and clear family arrangements, a simpler plan can be effective and efficient. A straightforward will, basic powers of attorney, and an advance health care directive can provide essential protections without the time and expense of more elaborate trust arrangements. In these situations, it is still important to coordinate bank accounts, retirement plan beneficiaries, and insurance policies to reduce the chance that assets will require probate or additional administration. Regular reviews help ensure the plan remains aligned with life changes and priorities.
Some individuals place less priority on avoiding probate due to low asset levels or confidence that distribution will be uncomplicated, so they may choose to rely more on beneficiary designations and a simple will. This approach can be appropriate when the cost and effort of trust administration outweigh potential benefits. Still, even with a simpler plan, having clear powers of attorney and health care directives is important for incapacity planning. Periodic check-ins keep documents current and confirm that chosen decision-makers remain appropriate for the role.
A comprehensive estate plan that includes a revocable living trust can significantly reduce the likelihood of probate administration, which saves time and can lower administration costs for heirs. For families with real estate, multiple bank and investment accounts, or business interests, trusts and related documents allow for coordinated transfer and management of assets. Comprehensive planning also helps provide continuity for incapacity by naming successor trustees and agents. The result is a clearer process for handling affairs with less court involvement and more privacy for family matters.
When beneficiaries include minor children, individuals with special needs, or family members who may require long-term care, a comprehensive plan can create tailored solutions such as trusts that manage distributions and preserve eligibility for public benefits. Blended families with stepchildren or those with unique family dynamics often benefit from detailed planning to reduce disputes and provide clear instructions. Comprehensive planning anticipates potential issues and structures distributions and decision-making authority to reflect the client’s priorities and protect loved ones over time.
A full estate plan provides clarity and continuity for both incapacity and death. It can reduce the time and cost associated with court processes, provide a structured approach to asset management and distribution, and maintain privacy by keeping many affairs out of public probate records. Comprehensive plans also coordinate retirement accounts, insurance, and trusts to align with overall goals. By naming trusted decision-makers and providing clear instructions, clients can reduce family conflict and ensure that health care and financial decisions are made according to their values.
Comprehensive planning also addresses specific needs such as tax considerations, asset protection, and care for dependents with special needs or disabilities. Tools like irrevocable life insurance trusts or retirement plan trusts can be used when appropriate to manage taxation and preserve assets for heirs. Ongoing maintenance and updates ensure the plan remains effective as laws and personal circumstances evolve. Overall, a comprehensive approach offers a more complete solution for those seeking to protect family relationships, preserve assets, and create predictable transitions.
A comprehensive estate plan gives you the ability to direct how assets should be used and distributed at specific times or under certain conditions. Trust provisions can set schedules for distributions, appoint guardians for minor children, or provide for discretionary distributions to beneficiaries who may need oversight. This level of control helps prevent assets from being mismanaged and ensures your intentions are carried out. Detailed documents also reduce ambiguity for family members and trustees, providing a clearer roadmap for administering your estate in accordance with your priorities.
By arranging how assets and decisions will be handled in advance, a comprehensive plan reduces the burden on family members during difficult times. Avoiding probate, designating decision-makers, and preparing certifications of trust and other supporting documents streamline administration. Clear instructions for end-of-life care, guardianship nominations, and trust management minimize disputes and speed up access to necessary resources. This proactive approach allows family members to focus on caregiving and healing rather than navigating court procedures and paperwork.
Regularly reviewing and updating estate planning documents is essential to ensure they reflect current wishes and family circumstances. Life events such as marriage, divorce, births, deaths, major financial changes, or the acquisition of new property can alter the effectiveness of existing plans. Reviewing beneficiary designations, trust funding status, and the names of appointed decision-makers helps prevent unintended outcomes. A scheduled review every few years or after any significant change ensures documents remain accurate and functional under California law and aligned with both practical and personal goals.
Beneficiary designations on retirement accounts, life insurance policies, and payable-on-death accounts can supersede provisions in wills or trusts if not aligned. Regularly checking and coordinating these designations with your overall estate plan prevents unintended results and ensures assets pass to intended beneficiaries. It is also important to name contingent beneficiaries and to verify that designated individuals are still appropriate over time. Keeping documentation organized and communicating intentions with designated agents and family members can reduce confusion when a transition occurs.
Estate planning helps maintain control over how your assets are used and distributed, who makes decisions if you are unable to do so, and how care decisions are made during serious health events. For Santa Cruz residents, thoughtful planning can protect real estate interests, coordinate community property considerations, and accommodate local family dynamics. It also helps minimize stress for surviving family members and preserves privacy by limiting court involvement. Regardless of age or net worth, creating a clear plan is a practical step to protect loved ones and ensure your wishes are respected.
Planning ahead can also address more specific concerns such as protecting assets for beneficiaries with disabilities, providing for pets through pet trusts, or creating retirement plan trusts to manage complicated account distributions. Properly structured documents and funding steps can reduce potential disputes and speed up asset transfer processes. Estate planning offers a framework to pass on values and resources in an orderly way, and it encourages conversations about preferences for medical care, guardianship nominations, and the responsibilities entrusted to those who will act on your behalf.
Certain life events commonly prompt the need for estate planning, such as marriage, divorce, the birth of a child or grandchild, acquisition of real estate, changes in estate value, or concerns about long-term care and incapacity. Blended families, business ownership, and having a family member with special needs are additional reasons to create detailed plans. Planning can also help in situations where privacy is a priority, or when clients want to minimize potential family disputes. Addressing these matters in advance provides clarity and direction for those left to manage affairs.
The arrival of a new child, the blending of families, or changes in family relationships can alter how assets should be distributed and who should serve as decision-makers. Naming guardians for minors, structuring trusts for education or long-term care, and updating beneficiary designations are important steps. Estate planning can reflect new priorities and ensure that care and resources are provided for loved ones in ways that match current family dynamics. Regular updates and careful coordination prevent confusion and unintended outcomes.
Acquiring significant assets like real estate, businesses, or substantial investment accounts changes the stakes of estate planning. Coordinating ownership, funding trusts, and aligning tax planning considerations become more important as asset complexity increases. Properly structured documents and transfer strategies can help avoid probate delays, preserve value for heirs, and clarify succession for business interests. Regular reviews ensure that increased asset values are addressed and that documents reflect current ownership and beneficiary intentions.
As people age or face health concerns, planning for incapacity becomes a priority to ensure that financial and medical decisions are made by trusted individuals. Powers of attorney, advance health care directives, and HIPAA authorizations enable designated agents to act on your behalf and access needed records. These documents reduce delays in decision-making and provide guidance for treatment preferences. Addressing these matters early removes uncertainty and helps families focus on care and support rather than legal and administrative tasks during difficult times.
Although based in San Jose, the Law Offices of Robert P. Bergman provides legal services to residents throughout Santa Cruz County. We handle matters related to revocable living trusts, wills, powers of attorney, advance health care directives, and trust administration. Our team assists with trust funding, trust certifications, trust modification petitions, and related estate administration tasks. Clients receive practical guidance on document execution, coordination with financial institutions, and steps to keep plans current. We aim to make the process straightforward and responsive to each client’s priorities and local circumstances.
The firm focuses on delivering clear, client-centered estate planning services tailored to the needs of Santa Cruz residents. We emphasize careful listening, thorough document drafting, and step-by-step guidance on implementing the plan. Our approach is to make legal concepts understandable, identify practical solutions for families, and provide the administrative support needed to fund trusts and prepare ancillary documents like HIPAA authorizations and certifications of trust. Clients benefit from a responsive process that prioritizes their goals and helps reduce future burdens on loved ones.
We assist with a wide range of planning tools, including revocable living trusts, pour-over wills, financial powers of attorney, advance health care directives, irrevocable life insurance trusts, and special needs trusts where appropriate. Our work includes preparing trust modification petitions when life changes require adjustments, filing Heggstad petitions when trust funding issues arise, and drafting guardianship nominations for minor children. This comprehensive approach helps ensure that documents align and that the plan functions smoothly under California law and local practice.
Beyond document preparation, we help clients understand practical next steps such as funding a trust, updating account registrations, coordinating beneficiary designations, and organizing records for successor trustees and agents. We also provide guidance on minimizing administrative friction after incapacity or death and explain the operational mechanics of trusts and related instruments. This practical orientation supports families in making informed choices and ensures that legal arrangements serve their intended purposes when they matter most.
Our process begins with a comprehensive information-gathering meeting to discuss assets, family circumstances, and goals. From that foundation we recommend a tailored set of documents and explain how each piece fits into the overall plan. Documents are drafted and reviewed with the client, and after signing we provide guidance on funding the trust and coordinating beneficiary designations. We also prepare supporting documents such as certifications of trust and HIPAA authorizations. Follow-up reviews help keep the plan current and responsive to life changes over time.
During the initial consultation, we gather information about assets, family relationships, and planning objectives. This discussion covers financial accounts, real estate, business interests, and special considerations such as care for dependents with disabilities or pets. We review existing documents and clarify wishes regarding health care decisions and end-of-life care. Based on this information, we outline recommended documents and a practical timeline for drafting and implementing the plan. The goal is to create an achievable roadmap tailored to each client’s circumstances.
Collecting accurate information about assets, beneficiaries, and family dynamics is essential to designing a plan that works. We ask about property titles, retirement accounts, life insurance, business interests, and previous estate documents to build a clear picture. Discussing goals such as probate avoidance, protecting heirs, or planning for incapacity helps prioritize which tools to use. This stage ensures the plan aligns with realistic expectations and legal requirements, making subsequent drafting more efficient and effective for achieving the desired outcomes.
After gathering details, we provide tailored recommendations that explain which documents are appropriate and why. This includes an outline of the trust structure, will provisions, powers of attorney, and health care directives. We also identify any specialized tools that may be needed, such as special needs trusts, irrevocable life insurance trusts, or retirement plan trusts. The goal is to provide a clear plan of action so clients understand how each document contributes to the overall estate strategy and the steps needed to implement it successfully.
Once the plan is agreed upon, documents are drafted to reflect the client’s wishes and California legal requirements. Clients receive drafts to review and we discuss any questions or revisions. This stage includes preparing supporting documents like certifications of trust, HIPAA authorizations, and guardianship nominations where applicable. We ensure clarity in distribution provisions, trustee and agent appointments, and instructions for incapacity. The review process allows clients to refine details and ensure that documents are aligned with both personal goals and practical administration considerations.
Drafted documents are shared with clients for careful review and discussion. We explain the effects of key provisions and offer examples of how certain clauses operate in practice. Clients are encouraged to ask questions and request adjustments to ensure the documents reflect their intentions. This collaborative review ensures clarity in appointments of trustees and agents, distribution terms, and contingency planning. The process culminates in finalized documents that meet legal formalities and are ready for execution under California law.
After finalizing drafts, we coordinate the signing and notarization required for the documents to be legally effective. We provide guidance on witnessing requirements, notarization, and any additional steps necessary for valid execution. For certain documents, such as powers of attorney or health care directives, we confirm appropriate signatory procedures and provide copies for designated agents. Clear execution and recordkeeping help ensure documents will be accepted by financial institutions, medical providers, and courts if necessary.
Following execution, we assist clients with practical implementation steps such as funding trusts, updating account registrations, and coordinating beneficiary designations. We prepare supporting paperwork like certifications of trust and help organize records for successor trustees and agents. Periodic reviews and updates are recommended to account for changes in family circumstances, asset portfolios, or relevant laws. Ongoing maintenance helps keep the estate plan effective, reducing the possibility of unintended outcomes and ensuring the plan continues to reflect client priorities over time.
Properly funding a revocable living trust involves retitling assets and coordinating with financial institutions to ensure the trust holds intended property. We provide specific instructions for transferring ownership of real estate, bank accounts, and investment accounts into the trust where appropriate. This stage also involves confirming beneficiary forms for retirement plans and life insurance match the overall plan. Thorough coordination prevents assets from being left outside the trust and reduces the need for probate administration after death.
Life events and changes in the law make periodic reviews important for keeping an estate plan current. We recommend reviewing documents after major milestones such as marriage, divorce, births, deaths, or significant changes in asset value. When adjustments are needed, trust modification petitions or amendments to wills and powers of attorney can be prepared. These reviews maintain the plan’s effectiveness, ensure decision-makers remain appropriate, and adapt distribution strategies to meet evolving family needs and financial circumstances.
A last will and testament specifies how assets not otherwise transferred should be distributed after death, names an executor to handle the probate process, and can nominate guardians for minor children. Wills generally become public through probate, and assets governed solely by a will typically go through the court-supervised probate process in California. A revocable living trust, by contrast, holds assets during life and provides instructions for their management and distribution without needing probate for assets properly placed into the trust. Trusts offer greater privacy and can simplify administration for beneficiaries. Choosing between a will and a trust depends on asset complexity, privacy concerns, and the desire to avoid probate. Many clients use both: a trust to hold major assets and a pour-over will to capture any remaining property not transferred to the trust. The combined approach provides backup distribution instructions while maximizing the probate-avoidance benefits of the trust. Reviewing titles and beneficiary designations ensures assets are aligned with the chosen strategy.
Yes, funding a trust is a necessary step for it to function as intended. Funding means transferring ownership of assets into the trust’s name or designating the trust as the beneficiary of accounts where applicable. This may include retitling real estate deeds, changing bank and investment account registration, and updating payable-on-death or transfer-on-death designations. Without proper funding, assets may remain subject to probate despite the presence of a trust, so careful coordination after signing documents is important. The funding process can be straightforward with guidance: prepare appropriate deed forms for real property, contact financial institutions for account retitling, and review beneficiary forms for retirement accounts. Some assets, like certain retirement plans, may remain in the original owner’s name and flow to beneficiaries outside the trust, requiring additional planning. We provide step-by-step assistance to ensure trust funding is completed correctly and efficiently.
To appoint someone to make health care decisions, you create an advance health care directive that designates a health care agent and states your wishes about medical treatment. This document explains the scope of authority you give the agent and can include instructions about life-sustaining treatment, pain management, and other preferences. A HIPAA authorization often accompanies the directive so your agent can access medical records, facilitating informed decision-making and communication with health care providers when you cannot speak for yourself. Choosing the right agent involves considering who can make thoughtful decisions under stress and who understands your values and medical preferences. It is important to discuss your wishes with the person you name and ensure they are willing to accept the responsibility. Regularly reviewing the directive and agent designation keeps the plan current with changing relationships or medical views.
Yes, most estate planning documents can be updated as circumstances change. Revocable living trusts and wills can typically be amended or revoked during your lifetime to reflect new wishes, changing family dynamics, or different financial situations. Powers of attorney and advance directives can also be replaced or updated. When significant events occur—such as marriage, divorce, births, or major asset changes—it is a good practice to review and revise documents so they continue to meet your objectives and naming choices remain appropriate. Some instruments, like certain irrevocable trusts, are not easily changed once established, so careful planning is important when those tools are used. We guide clients through the amendment process, prepare trust modification petitions when necessary, and advise on steps to ensure changes are executed properly under California law. Regular reviews help maintain alignment with current intentions.
A pour-over will acts as a safety net to ensure any assets not transferred to a living trust during lifetime are directed into the trust after death. While assets in a pour-over will may still go through probate, the will ensures remaining property is distributed according to the trust’s terms rather than leaving it to default intestacy rules. The pour-over will complements the trust by capturing overlooked assets, providing a single set of distribution instructions for the decedent’s estate. Clients use pour-over wills in addition to trusts to simplify overall planning and reduce the chance that assets pass outside the intended framework. Proper funding of the trust remains the most effective way to avoid probate for primary assets, but the pour-over will offers an important backup to catch anything inadvertently omitted.
Providing for a family member with special needs often involves creating a special needs trust that holds assets for the beneficiary without disqualifying them from public benefits. These trusts can provide supplemental support for medical care, therapies, education, and personal needs while preserving eligibility for assistance programs. A properly drafted trust includes distribution rules, trustee powers, and language tailored to coordinate with available benefits and the beneficiary’s long-term requirements. Selecting a trustee who understands the beneficiary’s needs and balancing discretionary distributions with preservation of benefits are key considerations. Additional tools, such as naming a successor trustee and preparing clear trust administration instructions, help ensure continuity of care. We assist in crafting tailored trust provisions and coordinating them with the broader estate plan to protect the beneficiary’s well-being over time.
If a family member dies owning a trust, the successor trustee should locate the trust documents, notify beneficiaries, gather information about assets, and follow the trust’s instructions for distribution and administration. The trustee may need to prepare inventory, obtain valuations, and coordinate the transfer of assets according to trust terms. Depending on the situation, certain administrative steps such as obtaining a certification of trust or working with financial institutions will be necessary to access accounts and retitle assets to new owners as provided by the trust. Trust administration also involves communication with beneficiaries, recordkeeping, and sometimes resolving creditor claims or tax issues. When uncertainties arise—such as whether assets were properly funded into the trust or how to interpret trust provisions—seeking qualified legal guidance helps ensure the trustee fulfills obligations and that distributions proceed according to the trust’s terms and California law.
Guardians for minor children are typically nominated in estate planning documents such as a last will and testament. The nomination indicates the person you prefer to raise your children if both parents are unable to do so. Including guardianship nominations in a will provides courts with clear guidance about your wishes and helps reduce uncertainty during a difficult time. It is also wise to name alternates in case the primary nominee is unable or unwilling to serve. Discussing the nomination with potential guardians beforehand helps confirm their willingness and ability to take on the role. Guardianship nominations can be reviewed and updated as family circumstances change, and complementary documents such as trusts can provide financial support instructions for minors until they reach an age you specify.
A certification of trust is a condensed document that provides essential information about a trust without disclosing the full terms. It typically includes the trust’s name, date, trustees’ names, and the authority of the trustees to act. Financial institutions and third parties often request certifications of trust to confirm the trustee’s authority to manage or transfer trust assets. Because it omits distribution details, the certification protects privacy while furnishing the information necessary for administrative transactions. Preparing a clear certification and providing it to banks, title companies, and other institutions streamlines trust administration. Trustees should keep both the full trust and certification accessible and know how to present them to meet institution requirements for account management or property transfers. Legal guidance helps ensure certifications meet customary standards and are accepted by third parties.
Estate plans should be reviewed periodically and after significant life events to ensure they remain effective. A review every few years is a sound practice, and immediate reviews are appropriate following milestones such as marriage, divorce, births, deaths, major changes in asset values, or changes in beneficiary designations. Regular reviews help detect inconsistencies, ensure decision-makers remain appropriate, and allow updates to account for changes in law or personal circumstances that could affect the plan’s operation. During reviews, it is important to confirm that trusts are funded, beneficiary forms are current, and appointed agents continue to be suitable. Updating documents when necessary helps maintain the plan’s integrity and prevents unintended results. We recommend scheduling periodic check-ins to keep estate plans aligned with evolving needs and goals.
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