Estate Planning

Basic Planning through wills or trusts

Advanced planning to include

• Insurance Trusts
• Family Limited Partnerships & Family LLC
• Gift Planning
• Private Foundations
• Wealth Transfer Planning
• Charitable Trusts (both lead and remainder)
• Business Succession
• Asset Protection Planning
• Estate Tax Planning

Specific Situations

• Death of a family member
• “Step Family” estate planning issues
• Singles Planning/Unmarried couples
• Terminal Illness/Emergency Planning
• Out of state property issues
• Second marriage special issues
• Changing revocable trusts

After Death

• Probate (Will Administration)
• Trust Administration
• Probate and Trust Litigation

Elder/Medi-Cal Planning

• Eligibility Requirements
• Income Requirements
• Asset Requirement
• Gifting
• Planning for Community Spouse

Estate Recovery Issues

• Asset Protection Entity
• Exempt Asset Planning

    
Irrevocable Estate Planning

• Charitable Trusts
• Gift Trusts
• Asset Protection Trusts
• Asset Protection for Physicians

Special Programs

• SLO Trust Maintenance Program
• Legally Protected Children Plans
• Special Needs Planning

Business Law

• Nonprofit Foundations/Organizations
• Choice of Business Entity
• Business Entity conversion
• Shareholder/ Buy-Sell Agreement
• Partnerships
• Trademark, Copyright, other intellectual property issues
• Limited Liability Companies
• Corporations

Guardianship (for minors)

• Temporary Guardianship
• Permanent Guardianship

Conservatorships (for elders)

• Temporary Conservatorship
• Permanent Conservatorship

Health Care Documents

• Healthcare Power of Attorneys
• HIPAA Authorization
• Living Will

Immigration Issues

• Work Visas
• Family Visas
• Green Card & Citizenship