At the Law Offices of Robert P. Bergman, we provide clear, practical guidance for clients in Roseland seeking a Certification of Trust as part of their estate planning. A Certification of Trust is a concise document that verifies key details of a trust without revealing its terms, and it is often required when trustees need to manage assets, open accounts, or transfer titles. Our approach emphasizes careful review, accurate preparation, and coordination with banks, title companies, and other institutions to help trustees present the correct documentation while maintaining the privacy of the trust’s provisions and beneficiaries.
Choosing a local Roseland attorney for your Certification of Trust process ensures timely service and familiarity with regional practices in Sonoma County. We work with clients who have established Revocable Living Trusts, Irrevocable Life Insurance Trusts, Retirement Plan Trusts, Special Needs Trusts, and related estate planning instruments. Whether you need a standalone Certification of Trust or a Certification accompanying documents like a General Assignment of Assets to Trust or a Pour-Over Will, we guide you through each step to reduce delays and ensure institutions accept the document for asset management and transfer purposes.
A well-drafted Certification of Trust provides trustees and financial institutions with the essential information needed to act on behalf of the trust while protecting sensitive details. This document typically confirms the existence of the trust, identifies the current trustees and successor trustees, and states the trustee’s authority to manage specific assets. By presenting a Certification of Trust, trustees can avoid disclosing the trust’s full terms, beneficiaries, or allocation provisions, which preserves privacy. Proper preparation minimizes institutional pushback, prevents account freezes, and streamlines transactions such as retitling real property or accessing retirement plan distributions on behalf of the trust.
The Law Offices of Robert P. Bergman serve clients throughout Roseland, Sonoma County, and the broader California area with a focus on estate planning and trust administration. Our firm handles a wide range of documents, from Revocable Living Trusts and Pour-Over Wills to Health Care Directives and Guardianship Nominations. We emphasize clear communication, careful document drafting, and coordination with banks and title companies to ensure smooth administration. Clients receive personalized attention, practical solutions to common estate questions, and assistance preparing the exact documentation trustees need to manage or transfer trust assets efficiently.
A Certification of Trust is a limited summary of a trust that confirms basic facts without revealing confidential terms. Institutions commonly accept it as evidence of the trust’s existence and a trustee’s authority to act, which can reduce delays when transferring property or managing accounts. The certification typically includes the trust name, date, trustee names, and a statement of powers granted to trustees. It can be adapted to specific institutions’ requirements, such as banks or county recorder offices, and is often used alongside other estate documents like a General Assignment of Assets to Trust or a Certification of Trust for real property transfers.
Preparing a Certification of Trust requires attention to the trust instrument language and careful verification of trustee appointment and successor provisions. The goal is to provide enough information for third parties to rely on the trustee’s authority while keeping the trust’s provisions private. We review trust documents, confirm trustee status, and tailor the certification to reflect powers over banking, securities, real estate, and retirement accounts. When necessary, we also prepare related documents, such as a Pour-Over Will or HIPAA Authorization, so that trustees and institutions have a complete package to support asset transfers or account administration.
A Certification of Trust is a succinct, legally recognized document that verifies essential facts about a trust without disclosing the trust’s full terms. Trustees present it to banks, brokerage firms, title companies, and other institutions when they must manage trust assets or complete transactions. The document typically lists the trust’s name and date, identifies current trustees and successors, and states certain authorities granted to trustees, such as the ability to sell, mortgage, or transfer property. This format protects beneficiaries’ privacy while allowing third parties to accept and act on the trustee’s instructions with confidence.
A robust Certification of Trust should include accurate identification of the trust and trustees, the trust date, and explicit statements of authority for trustees to act. The process begins with a detailed review of the trust instrument and supporting documents, followed by confirmation of trustee status and any required notarizations. We also assess whether additional steps are necessary, such as preparing a General Assignment of Assets to Trust or recording a Certification with county records for real estate matters. Careful attention to each element reduces the risk of institutional rejection and helps trustees complete transactions efficiently.
Understanding the terminology used in trust certifications helps trustees and beneficiaries know what to expect. Common terms include trustee, successor trustee, grantor, settlor, trust date, powers of trustee, and signature acknowledgment. Knowing these terms allows trustees to gather the required information and documentation before contacting banks or title companies. We provide plain-language explanations and assist clients in assembling the correct paperwork, ensuring the certification reflects the trust’s authority and complies with institutional and county recording requirements, which can vary across financial institutions and local offices in Sonoma County.
A trustee is the individual or entity named in a trust document who holds legal title to trust assets and has the responsibility to manage, invest, and distribute those assets according to the trust terms. Trustees act under the powers granted in the trust instrument and must often provide proof of their authority to third parties through a Certification of Trust. The trustee’s duties include following the trust’s instructions, keeping records, communicating with beneficiaries, and acting in the best interest of the trust within the limits established by the trust document and applicable state law.
A successor trustee is an individual or entity designated to assume trustee responsibilities if the original trustee can no longer serve due to resignation, incapacity, or death. The successor trustee steps into the trustee role with the same duties and powers outlined in the trust instrument and typically must provide a Certification of Trust to institutions when assuming control of trust assets. Proper documentation of succession ensures continuity in managing assets and helps avoid interruptions in administration, account access, or real estate transactions on behalf of the trust.
The grantor or settlor is the person who creates the trust and transfers assets into it. This individual establishes the trust terms, names the trustee and beneficiaries, and defines how assets should be managed and distributed. While the trust instrument contains these detailed provisions, a Certification of Trust generally does not disclose the grantor’s specific directives; instead, it confirms the trust’s existence and the trustee’s authority so third parties can carry out transactions without reviewing the entire trust document.
The trust date refers to the date on which the trust instrument was executed and became effective, which helps distinguish the specific trust document from any later amendments or restatements. The trust date is often included in a Certification of Trust to ensure institutions are relying on the correct version of the trust. Accurately identifying the trust date, and noting any subsequent amendments or restatements, helps clarify trustee authority and reduces confusion when trustees present documentation for managing or transferring trust assets.
When trustees need to act quickly, a limited document like a Certification of Trust may be sufficient to handle banking and title matters without disclosing the trust’s full content. However, a full trust review or complete trust instrument may be necessary in more complex situations, such as disputed beneficiary claims, contested trustee appointments, or significant asset transfers that raise title or tax questions. We help clients determine whether a narrow certification will satisfy an institution or whether a more comprehensive review and supplemental documentation would better protect the trustee and beneficiaries in the longer term.
For routine matters such as transferring bank accounts, updating account ownership, or accessing brokerage accounts, a properly prepared Certification of Trust often satisfies the institution’s requirements. The certification provides the necessary confirmation of trustee authority without revealing the trust’s detailed terms, which preserves privacy. Trustees should confirm the specific language required by their financial institution and provide any requested forms or signature verifications. Working with counsel helps ensure the certification addresses the institution’s concerns and includes the trustee powers relevant to the account or asset in question.
When transferring title to property already held in trust or executing straightforward real estate documents, many county recorders and title companies accept a Certification of Trust together with a deed or assignment. This approach can expedite recordation and allow trustees to manage property without disclosing the trust terms. However, requirements vary by county and title company, and additional forms like a General Assignment of Assets to Trust might be needed to transfer specific items. We review local practices in Sonoma County and Roseland to prepare documentation that aligns with recorder office standards.
Complex trusts involving business interests, retirement accounts, or multiple real properties may require a comprehensive legal review to address title, tax, and compliance issues. Transactions involving retirement plan distributions, transfers to Irrevocable Life Insurance Trusts, or creation of Retirement Plan Trusts benefit from coordinated planning to avoid unintended tax consequences. A full review can identify potential problems and recommend additional instruments, such as trust modification petitions or specialist filings, to align administration with the trust’s goals while maintaining compliance with California regulations and institutional requirements.
If there are disputes about trustee authority, unclear succession provisions, or competing beneficiary claims, a Certification of Trust alone may not resolve the matter. In such situations, a deeper legal review helps clarify the trust’s terms, confirm proper trustee appointments, and, when necessary, prepare petitions such as a Heggstad Petition or a Trust Modification Petition. Addressing these issues proactively reduces the risk of litigation and ensures trustees have the documented authority needed to administer trust assets in a way that aligns with the settlor’s intentions.
A comprehensive approach pairs the immediacy of a Certification of Trust with thoughtful planning to avoid future administrative or legal problems. By reviewing the underlying trust instrument and related documents, we can ensure that trustee powers are clear, successor designations are current, and necessary supporting documents like a Pour-Over Will or HIPAA Authorization are in place. This helps prevent delays when trustees access accounts or transfer property, reduces institutional pushback, and creates a coordinated record that supports long-term administration of the trust in accordance with the settlor’s intentions.
Combining certification with a broader estate planning review also offers the opportunity to update outdated provisions, correct technical errors, and ensure compatibility with current tax and property laws in California. This proactive work can address asset titling issues, explore options related to irrevocable trusts or special needs planning, and prepare any necessary filings to effect changes in trust administration. The result is smoother asset management, better protection for beneficiaries, and fewer surprises when trustees take action on behalf of the trust.
When trusts are paired with accurate Certifications and supporting documents, transactions move more quickly because institutions receive the exact proof they need to process requests. Account officers and title agents are less likely to request additional documentation or delay recordation when the paperwork clearly shows trustee authority and the scope of powers. This efficiency reduces stress for trustees and beneficiaries, shortens timelines for property transfers or account changes, and often lowers the administrative burden associated with trust administration across banks, brokerages, and county recorder offices.
A comprehensive approach clarifies roles, responsibilities, and procedural steps for trustees and beneficiaries. By documenting authority and preparing ancillary documents like a General Assignment of Assets to Trust or a Pour-Over Will, trustees have a clear roadmap to follow when administering trust assets. This clarity reduces the likelihood of misunderstandings, ensures compliance with California law, and provides a defensible record that can be important in the event of disputes. Clear documentation also supports smoother interactions with third parties who rely on formal proof to accept trustee instructions.
Before presenting a Certification of Trust to any institution, confirm that the trust instrument and any amendments accurately reflect current trustee and successor trustee names. Gathering supporting evidence, such as notarized signatures and any previously recorded documents, reduces the chance of delays. Institutions often require matching identification and may have preferred formatting, so having clear documentation and proof of authority on hand helps trustees avoid repeated requests for additional information. Taking the time to verify names and effective dates improves the likelihood of immediate acceptance.
A Certification of Trust is designed to balance the need to prove authority with privacy for beneficiaries and trust terms. Provide the minimal required information to the institution and avoid sharing the entire trust unless absolutely necessary. When institutions request additional information, ask whether a redacted version or a specific excerpt could satisfy the requirement. Maintaining privacy protects family and financial details while allowing trustees to perform necessary administrative tasks; counsel can assist in crafting the certification to limit disclosure while meeting institutional standards.
Trustees typically need a Certification of Trust when they must access or manage trust assets on behalf of the trust, such as opening or changing bank accounts, transferring securities, or handling real estate transactions. The certification supports trustee authority without exposing the trust’s terms. Additionally, institutions often require evidence of trustee powers before permitting transactions, making this document essential for day-to-day administration. Preparing the certification in advance helps trustees act decisively when time-sensitive matters arise, such as bill payments, asset sales, or responding to creditor or tax-related inquiries.
Families and fiduciaries also seek certification when they anticipate life events that require trustee action, such as incapacity of the grantor, death, or relocation of trust assets. It is especially helpful when a trust includes complex asset types or when institutions are unfamiliar with the trust instrument. By preparing an accurate certification and supporting materials, trustees reduce friction with third parties and create a clear path for administering the trust. Working with counsel ensures the certification aligns with the trust’s language and California procedural expectations.
Several routine circumstances prompt the need for a Certification of Trust, such as handling bank accounts titled in the trust name, selling or refinancing real estate held by the trust, or updating beneficiary designations on financial accounts. Trustees frequently encounter institutions that require formal proof of authority before allowing access or making changes. Preparing a certification in anticipation of these events helps prevent interruptions in asset management, ensures continuity of financial operations, and provides peace of mind to beneficiaries that trust-related transactions will proceed without unnecessary administrative obstacles.
When trustees need to access banking or brokerage accounts owned by the trust, presenting a properly prepared Certification of Trust often satisfies the institution’s requirement to confirm authority. The certification should reflect the trustee’s power to manage and withdraw funds, sign transactions, and otherwise act on behalf of the trust. Preparing the document in the institution’s preferred format and including any necessary signature acknowledgments can reduce the risk of requests for further documentation and helps trustees conduct normal financial operations without undue delay.
For real estate held in trust, title companies and county recorder offices commonly accept a Certification of Trust when recording deeds, transfers, or other property documents. Including the trust date, trustee names, and a clear statement of authority can enable recordation and transfer without revealing the trust’s terms. Still, local recording practices vary, and in some cases additional documents, such as a notarized deed or a General Assignment of Assets to Trust, may be needed to complete the transfer. Confirming local requirements helps ensure timely recordation and title issues are addressed.
Retirement plans and life insurance carriers may request a Certification of Trust to confirm that a trustee has authority to manage distributions, change beneficiaries, or access policy proceeds. Because these assets often have special tax or procedural rules, providing accurate documentation is essential to avoid processing delays or unintended tax consequences. Preparing the certification together with any required carrier forms and coordinating with plan administrators helps trustees navigate plan rules and ensures that distributions or beneficiary changes are handled in accordance with both the plan’s procedures and the trust’s provisions.
The Law Offices of Robert P. Bergman provide local support to trustees, beneficiaries, and families in Roseland and surrounding Sonoma County communities. We assist with drafting Certifications of Trust, preparing related documents like Pour-Over Wills and HIPAA Authorizations, and coordinating with banks, title companies, and county recorder offices. Our goal is to make the administrative steps of trust management more straightforward by preparing accurate documentation, verifying institutional requirements, and advising trustees on the proper procedures to avoid delays and protect the privacy of trust terms and beneficiaries in line with California practice.
Clients choose the Law Offices of Robert P. Bergman for clear guidance on trust documentation and practical handling of administrative matters. We focus on preparing the precise documents trustees need to demonstrate authority, including Certifications of Trust and related instruments, and we communicate directly with institutions when appropriate. Our local experience in Roseland and Sonoma County helps us anticipate common institutional requirements and provide solutions that reduce back-and-forth, enabling trustees to manage accounts and property efficiently while maintaining the privacy of trust provisions.
We prioritize careful document review, accurate drafting, and proactive planning to prevent avoidable delays when trustees act on behalf of a trust. Whether the matter involves banks, title companies, or government offices, our team assists with preparing notarizations, assembling supporting records, and tailoring certifications to institutional expectations. This practical approach helps trustees secure access to assets, complete property transfers, and fulfill fiduciary duties with the documentation third parties typically require in California.
Beyond immediate certification needs, we help clients consider long-term administration and potential updates to trust instruments, such as addressing successor trustee designations or preparing trust modification petitions if circumstances change. Our aim is to provide trustees and beneficiaries with a clear, manageable path for handling trust affairs and to reduce unexpected obstacles when interacting with financial institutions, title professionals, and county offices throughout Sonoma County and Roseland.
Our process begins with a careful review of the trust instrument and any amendments to verify trustee authority and relevant dates. We then draft a Certification of Trust tailored to the trustees’ needs and the receiving institution’s requirements, often including notary acknowledgments and any supporting attachments. We coordinate with banks, title companies, or county recorders as needed and advise trustees on signing and submission protocols. Communication and follow-through ensure documents are accepted and transactions proceed smoothly while maintaining appropriate confidentiality for the trust contents.
The initial step involves reviewing the trust instrument, amendments, and any prior assignments or recorded documents to confirm trustee appointments and powers. We verify the identity of trustees and successor trustees and note any limitations or conditions in the trust that could affect authority. This verification ensures the Certification of Trust accurately reflects the trust’s effective date, trustee status, and the powers conferred, and it helps prevent surprises when presenting documentation to financial institutions or title companies.
Careful examination of the trust instrument and any amendments is essential to determine the exact scope of trustee authority. We identify provisions related to management, distribution, real estate transfers, and successor appointment to ensure the certification is consistent with the trust’s terms. If ambiguities exist, we recommend clarifying steps such as entering a trust modification petition or preparing supplementary documentation to support trustee actions and reduce the likelihood of institutional objections during administration or asset transfer.
Verifying trustee identity, signatures, and any previous recordings or filings prevents delays when institutions request proof. We gather identification, notarized acknowledgments, and prior recorded instruments as needed to create a cohesive package. Confirming these items before drafting the certification helps ensure that the trustee can present a clear record of authority and reduces the chance that banks or title companies will request additional evidence or clarification after submission.
After verification, we draft a Certification of Trust that accurately states the trust name, date, trustee identities, and the powers relevant to the intended transaction. We tailor the document to the receiving institution’s format when appropriate and prepare any required attachments, such as a General Assignment of Assets to Trust or a notarized deed for real estate matters. Clear drafting and correct acknowledgments increase the likelihood that third parties will accept the documentation without requiring disclosure of the trust’s full terms.
Institutions may prefer specific phrasing or inclusion of certain acknowledgments; we adapt the certification language to address those preferences while preserving the privacy of the trust’s terms. This may involve using requested templates, adding signature acknowledgments, or including a statement of trustees’ powers for particular asset types. Tailoring the language helps reduce rejections and streamlines the process of updating accounts or recording property transfers on behalf of the trust.
In addition to the certification, ancillary documents such as a General Assignment of Assets to Trust, Pour-Over Will, or HIPAA Authorization may be necessary depending on the assets involved. We prepare these documents and arrange for proper notarizations to ensure they meet institutional and recording requirements. Including the right supporting documents at the outset reduces the need for supplemental submissions and helps trustees move forward with transactions efficiently and with confidence.
Once the certification and supporting documents are prepared, we assist with submission to banks, title companies, or county recorders, and follow up to address any questions or additional requests. Our coordination may include direct communication with institution representatives to confirm acceptance and resolve procedural issues. We continue to advise trustees throughout the process to ensure that transactions, recordation, or account changes are completed correctly and that the trust administration proceeds without unnecessary disruption.
We communicate with the institutions involved to confirm they have the necessary documentation and to answer any questions that might otherwise delay processing. This coordination includes providing copies of notarized certifications, clarifying trustee authority, and responding to requests for further verification. By maintaining these lines of communication, trustees are better positioned to complete transactions without protracted administrative hurdles or repeated document requests.
For real estate matters or documents requiring county recording, we confirm that the county recorder has accepted the filings and that titles and deeds reflect the intended transfer or recordation. Final verification and follow-up help ensure that the administrative steps are completed properly and that the trust’s assets are accurately reflected in public records when necessary. This finalization gives trustees and beneficiaries assurance that the intended actions have been successfully carried out.
A Certification of Trust is a concise document that verifies the existence of a trust and the authority of the trustee without disclosing the trust’s detailed terms. It typically includes the trust name, trust date, current trustees, and a statement of the trustee’s powers relevant to the transaction. Institutions such as banks, title companies, and brokers often accept this document as sufficient proof of authority, which allows trustees to manage accounts, transfer assets, or record deeds while maintaining privacy for beneficiaries and trust provisions. The certification is used to streamline administrative matters by presenting only the necessary facts third parties require to rely on trustee authority. Because institutions vary in their preferences, the certification can be tailored to include language and acknowledgments that satisfy particular banks or county recorder offices. Preparing the document with attention to local practices reduces the likelihood of additional requests and helps trustees complete transactions more efficiently.
Typically, the trustee or acting trustees sign the Certification of Trust to confirm their authority to act on behalf of the trust. If a trust has multiple trustees, signatures or acknowledgement of the acting trustee’s authority may be necessary depending on institutional requirements. In some cases, successor trustees may need to present additional documentation proving succession, such as a death certificate or a notarized statement, before institutions will accept the certification and permit transactions. Institutions often request notarization or a similar acknowledgment to verify the authenticity of the signature. Confirming the bank or title company’s format and whether additional supporting documents are required helps ensure that the trustee’s signature and any required acknowledgments meet the institutional standards, preventing delays in asset management or recording.
Many banks and financial institutions accept a properly prepared Certification of Trust instead of the full trust document to protect the privacy of trust provisions while confirming trustee authority. Acceptance depends on the institution’s internal policies and the specific powers required for the transaction. A certification that includes trustee identity, trust date, and clear statements of authority is often sufficient for routine account management or transfers, though some institutions may still request additional proof for higher-risk transactions. Because practices vary, trustees should contact their financial institutions to confirm the form and language they prefer. If a bank requests more information, counsel can help tailor the certification or provide minimal supporting materials, such as notarized identifications or prior recorded instruments, to address the institution’s concerns without disclosing the trust’s full terms.
Recording requirements vary by county and the nature of the real estate transaction, and a Certification of Trust is commonly used together with deeds or assignments when transferring or recording property interests held in trust. Some county recorder offices accept the certification as proof of authority to record a deed, while others may require additional documentation or specific language. Checking local recorder office rules in Sonoma County and preparing the certification in the accepted format increases the chance of successful recordation without exposing trust provisions. In some cases, additional steps such as a notarized deed, a General Assignment of Assets to Trust, or specific county forms may be necessary for recording. We assist clients by confirming local requirements and preparing the complete set of documents that county recorders and title companies typically request, ensuring accurate and timely filing for trust-related property transactions.
A Certification of Trust provides clear evidence of trustee authority, which can reduce misunderstandings about who is authorized to act on behalf of the trust. While it helps prevent administrative disputes with third parties, it does not itself resolve internal family disputes or contested beneficiary claims. If beneficiaries challenge trustee decisions or the validity of the trust, additional legal steps may be required to address those disputes in court or through negotiated resolution. To reduce the risk of disputes, trustees can combine accurate certification with transparent communication and thorough documentation of decisions. When conflicts are foreseeable, proactive measures such as updating the trust, clarifying succession provisions, or preparing formal notices to beneficiaries can help manage expectations and reduce the likelihood of contested matters arising during administration.
Successor trustee appointments affect the Certification of Trust by determining who will sign and act on behalf of the trust after a vacancy arises. When a successor trustee assumes duties, documentation confirming the successor’s authority—such as a death certificate or other proof of the triggering event—may be required by institutions. The certification should reflect the current trustee roster and note any successor designations to avoid confusion about who is authorized to perform specific transactions. Preparing updated certifications when trustee changes occur helps ensure institutions accept the new trustee’s actions without delay. We assist in documenting succession events and preparing certifications that confirm the successor trustee’s authority, providing clarity that supports smooth transitions in trust administration and reduces the likelihood of institutional resistance during asset transfers or account management.
Supporting documents that may accompany a Certification of Trust include notarized identifications for trustees, copies of prior recorded instruments, death certificates when a trustee has passed away, and any required institutional forms. For real estate transactions, a deed, General Assignment of Assets to Trust, or specific county recorder forms may be necessary. Providing a well-organized package of the certification and supporting items reduces back-and-forth with institutions and clarifies the trustee’s authority to complete the transaction. The exact set of required documents varies by bank, title company, or insurer. Contacting the institution to confirm its requirements before submission helps trustees prepare the proper materials and ensures that the certification is accepted without additional requests, enabling efficient administration of the trust assets.
The time required to prepare a Certification of Trust depends on the complexity of the trust, the availability of documents, and institutional requirements. For a straightforward trust with clear trustee appointments and readily available documents, preparation may take a few business days, including drafting and notarization. More complex matters—such as verifying successor trustee events, gathering prior recordings, or tailoring the certification to a specific institution—may extend the timeline as additional coordination or documentation becomes necessary. We aim to streamline the process by reviewing the trust instrument promptly, identifying any missing pieces, and confirming the receiving institution’s preferences. Early communication and thorough document collection help reduce delays, and our coordination with banks or title companies can often expedite acceptance once the certification and supporting documents are submitted.
Yes, a Certification of Trust can be used for retirement accounts or life insurance in many circumstances, but institutions that administer these assets may have specific rules. Carriers and plan administrators often require evidence that a trustee is authorized to make beneficiary changes, access funds, or receive proceeds. A certification that clearly states the trustee’s authority, along with any required carrier forms and identification, often suffices; however, plan rules and policy terms should be reviewed to ensure compliance and avoid tax or processing issues. Because retirement plans and insurance policies can have unique tax and procedural implications, coordinating the certification with plan administrators and insurance carriers is recommended. We assist trustees in preparing certification language and accompanying forms that meet carrier or plan requirements while safeguarding the trust’s privacy and ensuring that distributions or beneficiary designations are handled properly in accordance with governing documents.
If a bank rejects a Certification of Trust, the first step is to identify the specific reason for rejection, such as missing language, lack of notarization, or a required institutional form. Understanding the bank’s concerns allows trustees to address them directly by providing the needed information or modifying the certification language to meet the institution’s standards. In some situations, adding supporting documents like a notarized deed, prior recorded instruments, or a death certificate can resolve the issue and lead to acceptance. When a rejection signals broader uncertainty about trustee authority, further steps may include preparing supplementary documentation, clarifying succession events, or obtaining a court order if necessary. We work with trustees to resolve institutional objections, adjust documentation to meet requirements, and take additional legal steps if institutional demands exceed what a certification can reasonably provide.
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