We understand that the choice of an attorney to prepare your estate plan is a very personal matter and it is important for you to be comfortable with your choice. Clients are unique, with individual concerns and varying family dynamics. It is our job to listen carefully to you, to assess your situation, to discuss your options in understandable terms, and to recommend an estate plan that best meets your needs. There is no charge for an initial appointment.
We generally charge a flat fee which includes any necessary follow-up meetings, preparing the estate plan, and a final meeting to sign your documents. If your estate plan includes a revocable living trust, the fee includes the work required to make sure that your assets are placed in the trust properly. The flat fee arrangement has significant benefits. Clients do not have to worry about follow up questions if they arise or feel rushed in meetings or telephone calls, and there are no surprises at the conclusion of our work.
The documents we prepare are hand-crafted for you. Usually, when we draft a trust or will, we also prepare financial and medical powers of attorney. If a trust is prepared, a certification of trust, assignment to trust, a pour-over will, and various documents transferring specific assets to the trust are included.
Our attorneys and staff are experienced in estate planning matters and we believe that you will see that in the work that we do for you. Please read our Articles ‘Choosing a Revocable Trust’ and ‘Selecting a Trustee’ on this website.
Estate administration can mean either administering a trust or probating a will. It can also include other procedures such as spousal property petitions and summary probate declarations. Our firm is experienced in all of these areas, representing trustees in private, out of court administration of trusts and executors in probate court supervised proceedings. We also assist beneficiaries in monitoring the administration of trusts by others.
We recognize that these matters are stressful and emotional for our clients because they involve loss and uncertainty. We respond to these feelings with timely, caring, and professional advice. Please read our Articles ‘Administering a Trust’ and ‘Trustee Fiduciary Responsibility’ on this website.
For over twenty three years, our firm has specialized in litigation involving trusts and wills. Because our practice involves estate planning, probate and trust administration, trust and estate litigation, conservatorships, and financial elder abuse cases, we bring a broad and balanced perspective to the table. We have taken numerous cases to trial when needed, but our experience and diligence help us resolve cases prior to trial. We represent both plaintiffs (petitioners) and defendants (respondents) in these matters, giving the firm an unbiased viewpoint. Our clients include those who wish to have the court rule on the validity of a trust or a will, trustees who need instructions or need to enforce the terms of trust, beneficiaries who want to compel a trustee to account, and trustees who are accused of violating the terms of the trust. Please read our Article ‘Trust and Estate Litigation’ on this website.
A conservatorship is a proceeding in the court system where the court appoints someone to be responsible for the care of another person’s living situation (conservatorship of the person) or their finances (conservatorship of the estate) or both when that person is unable take care of those aspects of their life themselves. Our firm represents both individuals and professional fiduciaries to help guide them in their actions as conservators. Conservators are subject to close scrutiny by the courts and are required to comply with strict rules regarding their activities. We provide experienced representation in this area. Please read our Article on ‘The Problem with Conservatorships’ on this website.
Our firm represents businesses in a variety of industries including food service, construction, insurance, fine art, and real estate. Our clients include new and established businesses and businesses that are wrapping up their affairs. We form new corporations, LLCs, and partnerships; draft and review contracts; and negotiate mergers or acquisitions of existing businesses. At every stage of representation, our clients benefit from the close relationship that we develop with them. Please read our Article on ‘Business Representation’ on this website.
Our office represents clients regarding many different aspects of real property, involving both commercial and residential properties. Our clients range from real estate brokers and agents to individuals and privately held businesses. We help them with transactions, negotiations, and litigation. We draft and review purchase and sale agreements, leases, deeds, easements, and other similar documents. We also have litigated many types of real property disputes from neighbor disputes to complex construction litigation. Please read our Article on ‘Real Property Matters’ on this website.