California
Wills - Trusts - Probate: Lawyer Services & Information
Guide.
You'll find all the information and services
you need for California probate, wills, living trusts,
trusts and estate planning on the this website of San Diego
Law Firm. We handle all types of probate
proceedings,
wills, living trusts, specialized trusts, and related lawsuits
throughout California, including San Diego, Riverside, Imperial,
Los
Angeles, and all southern California.
Our firm of skilled, caring lawyers is
committed to providing excellent legal work accompanied
by
outstanding client service in all aspects of wills, living
trusts, other trusts, and probate. We guarantee
the high quality
of our work and our dedication to giving each of your legal
matters respectful, thoughtful care. For detailed information, please see our Will-Trust-Probate
Guide.
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Probate
Services
Some of our most-requested attorney
probate services
include:
 Probate
administration
Preparing
all legal and accounting documents and making all court
appearances for the
probate
Managing,
selling, and transferring real estate owned by the deceased
Questions
about whether the will was valid
Managing,
selling, or transferring a business owned by the deceased
Burial
plot disagreements
Inheritance
problems
Lawsuits
against the deceased's estate
"Frozen"
bank accounts and investments owned by the deceased
Other
probate concerns and difficult situations;
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Will,
Living Trust, Specialized Trust, and Estate Plan Services
Our lawyers also prepare all types of wills,
living trusts, and estate plans and specialized
trusts,
including such important documents as a:
Will
for single persons or married couples to shelter a family's
assets and
inheritances from
estate taxes and other potential losses
Living
trust that will let your family avoid the delay and cost
of probate
Lifetime or testamentary trust to protect family assets
or take care of
children
or others needing special care
Financial
matters power of attorney
Healthcare power of attorney
Community/separate property agreement for married
persons
Family limited partnership
Complete estate plan that avoids probate, minimizes
any estate taxes, and
benefits spouses,
children, and favorite charities
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Living Trust Administration
We
handle all of the legal steps needed for living
trust administration after a living trust owner has died, including:
Advising the
successor trustee
Preparing
the legally required notices
Preparing
an inventory and valuation for all assets
Notifying
and paying creditors, and handling creditor's claims
If
the trust provides, allocating the assets into new trusts
for the best tax benefits
Preparing
an accounting and distribution plan
Preparing
deeds and other legal documents to transfer title
Working
with an estate accountant preparing the estate and trust
tax returns
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California Medi-Cal Asset & Income Protection Services
The skilled attorneys of San Diego Law Firm also handle all aspects
of California
Medi-Cal eligibility qualification and asset protection to protect
your finances from the staggering
cost of nursing home care. We can do all of the following, and more:
Evaluate
your finances, and recommend specific steps to qualify
for Medi-Cal
while preserving as many assets
as possible, and protecting as much income as
possible
for an at-home spouse
Advise
and assist you with property transfers, annuities,
and gifts to preserve
Medi-Cal eligibility
and avoid or minimize additional taxes
Preparing
legal documents for all steps of asset protection
Prepare
the Medi-Cal application and all legal and administrative papers
Deal directly with Medi-Cal for you
while your application is pending
Appear
for you at all court and administrative hearings
Handle
court filings and appearances for conservatorship
if the ill person
is
incapacitated
Correct
mistakes made if you were previously rejected by Medi-Cal
Assist
you to move assets beyond Medi-Cal's post-death collection procedures
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California Conservatorship Services
San Diego
Law Firm provides skilled, caring legal services for
California conservatorships. We can:
Advise you
about a California conservatorship and potential legal alternatives
Prepare
and file all conservatorship legal documents
Appear
and argue for you in court
Assist
you with a conservatorship bond
Refer
you to other professionals you may need to manage a conservatorship
Help
you with all aspects of managing an ongoing conservatorship
We are available to represent conservators, protected persons (conservatees),
or interested family members. |
Benefits
to Our Clients
We are committed to keeping our
clients fully informed and offering them the guidance and
support they need to make good choices between different
legal alternatives. Every matter is supervised by a seasoned
senior partner, who will be your Personal Legal Representative
and who will oversee your legal affairs even if another
attorney is performing a particular service for you. For
as long as we represent you, you will receive the same
dedication and quality of service that brought you to us
in the first place.
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How to Contact Us
For more information or an appointment, please
call San Diego Law Firm at 619-794-0243, or, if you prefer, send us an e-mail
at
and an attorney from our office will contact you. Please
note that making a phone call or sending an e-mail does
not create an attorney-client relationship; this requires
a written agreement. Please do not e-mail any confidential
information to us until an agreement is signed; at that
point, we can exchange confidential information freely.
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