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