Practice Areas
Basic Estate Planning Needs
Revocable Living Trusts.
Pour-Over Wills & Simple Wills.
Community Property Agreements.
Durable Powers of Attorney for Financial Purposes (manage financial affairs during incapacity).
Advance Health Care Directives (managing your medical decisions).
HIPAA Authorizations (regarding Medical Information Privacy).
Deeds to transfer real property to your revocable living trust.
Trust Administration
Assisting with the distribution of trust assets to beneficiaries.
When appropriate, the distribution of real property to children without reassessment.
Obtaining Federal Tax Identification Number for federal income tax purposes.
Preparing a fiduciary accounting.
Performing legally required tasks such as lodging the decedent’s Last Will and Testament and mailing the “Trustee 120 Day Letter” to the required beneficiaries and/or heirs.
When needed, preparing an IRS Form 706 Federal Estate Tax Return and calculating the estate tax due, along with all the accompanying tax forms and supporting documents.
Probate
Summary Probate Administration (for small estates under $184,500.00).
Formal Probate Administration (for estates larger than $184,500.00).
We try to make probate as tolerable as possible.
Income Tax Preparation
Individual Income Tax Returns (IRS Form 1040 and California Form 540).
Trust Income Tax Returns (IRS Form 1041 and California Form 541).
Federal Gift Tax Returns (IRS Form 709).
Federal Estate Tax Returns (IRS Form 706).
