- GuardianshipWe also represent clients in other matters under the Probate Court’s jurisdiction, including formal probate (when necessary), conservatorship and guardianship proceedings and continuing court supervision of certain trusts. We prepare and participate in audits of estate tax returns where required.
- Personal InjuryDuring his first year, he became a California Certified Law Student, and obtained a position as a Law Clerk at a personal injury firm in Manhattan Beach, California. During his third year, he was selected to serve as a Judicial Extern for the Honorable Margaret M. Bernal, Assistant Supervising Judge, Law & Motion, in Los Angeles County Superior Court. The only Whittier Law School student to be offered an opportunity to serve in the Law and Motion Department, he was Judge Bernal’s longest serving Judicial Extern. His practical legal training introduced him to the law’s diverse nature, but deeply personal experiences inspired his commitment to the field of Elder Law. His dedication to serving the elderly, their families, and individuals with special needs, later led him to earn his Master of Laws from the United States’ premier Elder Law program.
- Estate PlanningWe have a full-service estate and life planning practice capable of providing virtually all the estate planning needs of our clients. We work closely with each client’s accountant, insurance advisor, stockbroker, pension and profit sharing plan administrator or other financial advisor.
- WillsThe firm handles will and trust contests, disputes between beneficiaries, and other specialized litigation matters unique to the Probate Court system.
- TrustsAs one of only ten California members of the Special Needs Alliance, a select group of attorneys nationwide dealing with special needs trusts, we have particular expertise in the area of planning for persons with disabilities and their families. Whether it is a special needs trust created in connection with the proceeds from litigation for an injured individual, or caring parents and grandparents planning for the future of a child or grandchild with a disability, we have over two decades of experience working in this field.
- Power of AttorneyWe work with financial and insurance advisors, caregivers, and health care professionals to analyze our client’s overall needs and the most effective method of meeting those needs. This includes, where appropriate, the preparation of trusts, advance directives, powers of attorney, and other documents that focus on asset preservation and maintenance of our clients’ quality of life.
- Probate
- Tax Law