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Wills & Trusts

Who We Are

We are a compassionate and fiercely dedicated team of elder law attorneys. As a community-based practice, we bring together a broad range of professional skills that help clients take control of all their legal and financial goals. We also partner with other local legal professionals in order to provide our clients with a convenient and single resource for all our clients' legal needs.

Protecting & Providing For Those You Love

Protecting and providing for those you love requires careful and timely planning. Depending on your needs and circumstances we can show you how to minimize taxes while making sure your long-term assets remain protected for years-to-come.

As elder lawyers, we can prepare all the necessary end-of-life documents you need such as Wills, Trusts, Health Care Directives, Power of Attorney and Conservatorships.

Consult with us early. Protect your assets and your family’s future and secure a brighter future for those you love. To learn more, schedule a free initial consultation by calling: 818-538-2095 or simply contact us online.

We Serve Clients In All Income Brackets

We advise and serve our elder clients by helping them preserve and protect their assets while helping them reach the highest possible quality of life. We serve clients in all income brackets based on each client’s financial goals and needs. Should you have any questions or want to learn more about our services, you are invited to schedule a free initial consultation by calling: 818-538-2095 or simply contact us online.

Be Prepared – Make Sure Your Will Is Accurate and Enforceable

A will is a final written declaration of the “testator,” who names a person, called the “executor,” to manage the distribution of the testator’s estate for the benefit of the named “beneficiaries” at the time of death and according to the testators expressed instructions and intent. The primary goal of having a legally accurate and enforceable will is to avoid the unpredictability and expense of having to resolve contested issues through Probate court.

Having your will and trust carefully drafted by an experienced elder law attorney will help you avoid probate. To learn more about how to avoid probate, schedule a free initial consultation by calling: 818-538-2095 or simply contact us online.

Preparing for the Future?

KEN CAN HELP

Mental Incapacity –Conservatorships

Generally, conservatorships are established for people who no longer have the mental capacity to make important decisions concerning their own welfare. For many elders, the loss of capacity can arise from normal aging or brought on by progressive stages of dementia or Alzheimer’s disease. The elder’s incapacity can also be the result of a serious accident or illness. For many elders, having the court appoint an independent conservator to manage the elder’s affairs is often perceived as an unwelcome intrusion into the elder’s independence and privacy.

One way to avoid having to set up a conservatorship is through a Durable Power of Attorney. This way, someone the testator chooses and trusts can step in on your behalf to make important decisions for you. To learn more about alternative options to establishing a conservatorship schedule a free initial consultation by calling: 818-538-2095 or simply contact us online

Durable Power of Attorney

If you become incapacitated and can no longer make sound decisions about your welfare, by choosing a previously designated person (POA) to act as your Power of Attorney, the designee will be legally authorized to make legal and financial decisions on your behalf. To learn more about the advantages of having a Durable Power of Attorney, schedule a free initial consultation by calling: 818-538-2095 or simply contact us online.

Advance Health Care Directive (Living Will)

Under California law, you have the right to express your health care wishes and to have them followed in medical situations when you are unable to make these decisions yourself.

An “Advance Health Care Directive” (Also called a Living Will) confers authority typically to a loved to make important health care choices for you, such as end-of-life care, should you be terminally ill. It also covers decisions such as whether you would agree to undergo diagnostic testing, certain surgical procedures, and whether you are open to organ donation. By having your Advance Health Care Directive prepared while you still have your full mental capacity to make such choices, you can have the people you trust make highly personal choices on your behalf. To learn more about Advanced Health Care Directives, schedule a free initial consultation by calling: 818-538-2095 or simply contact us online.

Contested Wills & Trusts – Estate And Probate Litigation

As elder law attorneys we represent clients that are going through inheritance disputes arising out of probate, trust, and estate distribution proceedings. Ideally, the goal is to avoid will-contests and estate litigation through early and careful estate planning. However, should disputes arise between intended and unintended beneficiaries, you will want to have an experienced elder litigator in your corner. To learn more about estate and probate litigation, schedule a free initial consultation by calling: 818-538-2095 or simply contact us online