I prepare coordinated sets of custom-drafted estate planning documents for individuals and couples that include: advance health care directives, durable powers of attorney, trusts, and wills. I provide instruction and assistance with trust funding.
I draft trusts to fit unique situations and achieve specific objectives, including revocable living trusts, irrevocable trusts, special needs trusts, charitable remainder trusts, irrevocable life insurance trusts, and many more.
Becoming a successor trustee means assuming significant responsibilities and meeting various deadlines. I assist my fiduciary clients in fulfilling their duties, from sending out statutory notices to preparing trust accountings to making final distributions.
The wise trustee is the one who seeks assistance when it’s needed.
Despite our collective best efforts, people die every day without a trust or other plans in place for transferring their assets at death. Or sometimes a valuable asset isn’t properly funded into a trust that will protect it from probate after the owner’s death. And the Probate Court is where people go to get it all sorted out.
Despite admirable efforts by the courts to make the probate process more user-friendly, it’s still a rare personal representative who can run this gauntlet without qualified legal assistance.
If you’ve been named in someone’s Will, or are willing to serve as the personal representative of the estate of someone who has died intestate in San Diego County, and the probate process appears daunting, you’re not alone.