Estate and Trust Services

Certified Specialist in Estate Planning (CSEP)

Becoming a CSEP requires years of specialized training and experience in estate, gift and trust planning and admistration. In addition to planning and administration, I prepare Settlements of Account for court reporting, as well as less formal accountings when court reporting is not required, provide business succession planning, prepare estate, gift and trust tax returns, and assist beneficiaries in resolving disputes. 

I will also consider serving as trustee or executor if you feel you need an independent third party to administer your trust or estate.  I administer special needs trusts and am knowledgable in the administration of such trusts with regard to the maximization of the beneficiary's public benefits, such as Medi-Cal and federal Supplemental Security Income.  For all estates and trusts, I work with experienced and established third parties to provide for the personal well-being and financial needs of the beneficiaries. 

Estate Planning

Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes and costs that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

    Estate PlanningEAnd we can help.Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.

And I can help.

Every estate planning situation is different. In order to help you, I want to know you, your unique situation, and the nature of your relationships. I offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. I are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, I'll be there with you.

I will help you...

• Clearly define your estate planning goals.
• Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
• Evaluate and recommend estate planning options.
• Organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
• Decrease the problems and expenses associated with probate.
• Lessen taxes at time of death.
• Arrange for management of your estate in the event you are incapacitated.
• Draft a working plan for conserving and effectively managing your estate after death.
• Transfer the assets of your estate to heirs as you intend.
• Organize fair and adequate liquidation of estate to cover taxes and other expenses.
• Amend your plan as needed.

You also get help with...

• Living Wills and Trusts.
• Lifetime Family Wealth Transfers.
• Family partnerships and other business relationships.
• Leaving money to charities.
• Preparation for estate and trust tax problems.

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. I am waiting to assist you through every step of the process.