Estate Planning:

Basic Planning through wills or trusts
Advanced planning to include

Insurance Trusts
Family Limited Partnerships and 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

Guardianships

Conservatorship

Funding

After death:

Probate
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
Disability Planning
Long Term Care Planning
Social Security Planning
Exempt Asset Planning

Mediation Services

Immigration (family) issues

Marital Agreements

Special Programs

SLO Trust Maintenance Program
Legally Protected Children Plans

Business Law

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

Estate Planning:

Basic Planning through wills or trusts
Advanced planning to include

Insurance Trusts
Family Limited Partnerships and 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

Guardianships

Conservatorship

Funding

After death:

Probate
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
Disability Planning
Long Term Care Planning
Social Security Planning
Exempt Asset Planning

Mediation Services

Immigration (family) issues

Marital Agreements

Special Programs

SLO Trust Maintenance Program
Legally Protected Children Plans

Business Law

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