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Estate Planning
Estate Plan Summary Table
Don’t of Estate Planning
Do’s of Estate Planning
Do you need an estate plan?
No Will (Intestacy)
Will & Probate
Guardianship
Revocable Living Trusts
...QTIP Trust
...BYPASS Trust
Spendthrift Trust
Special Needs Trust
Non-USA Citizens - QDOT

Supplemental Documents
Power of Attorney
Health Care Directive
Conservatorship

Estate Business Transfers

Irrevocable Trusts
Life Insurance Trusts

Philanthropy
Charitable RemainderTrust
CharitableLeadTrust
Charitable Gift Annuity
Deferred Gift Annuity
Pooled Income Fund
Retained Life Estate

MediCal
Long Term Care

Elder Law

Nonprofit Corporations
. Public Benefit
..Mutual Benefit
..Religious

Gifts
Between Spouses
Gifts to Others
Real Property
Using Revocable Trusts
..Custodianship
..2503(c) Trust
..Crummey Trust

Asset Protection
.. Family Limited Partnership
.. QPRT
.. Grantor Trusts
...Charitable Trusts
.. Domestic Techniques
.. Foreign Techniques

Real Property
Joint Tenancy Issues
Tenants in Common
Community Property
Sold “As Is”

Business Law
Sole Proprietorship
General Partnership
Limited Partnership
Limited Liability Partnership
Limited Liability Companies
Corporations
Buy-Sell Agreement
Franchise Law

Bankruptcy

BUSINESS LAW: Hands on experience at small and large companies, from startup stage to productization. If you go to any courthouse you will see lot of people that are enemies, or at least not friends any more. What happened? Poor contracts, greed, dishonesty, thievery, misunderstanding, unreasonable expectations, sloppiness, unexpected events? I sometimes use the sequence of 5P’s to make my point here….Proper Planning Prevents Poor Performance!

BANKRUPTCY: Direct experience at small companies that had gone bankrupt and representation of corporate and individual clients before bankruptcy courts. What went wrong? How to properly reduce or eliminate your debts!
How to properly restructure your financial affairs! What you need to do under the new bankruptcy laws!

Admitted to practice before state and federal courts and United States Patent and Trademark Office.

Disclaimer

This website is intended for educational and informational purposes only.
The information contained on this website is not intended as a source of legal advice. You should not act upon or rely on information at this or any other website without the advice of competent counsel, especially if you reside outside the State of California, where we are not licensed to practice law and don't give advice. This information may not have been updated to reflect subsequent changes in the law, if any. Your particular facts and circumstances, and any changes in the law, must be considered to determine appropriate legal advice. Always consult with a competent attorney, licensed in your state, to discuss your particular situation. Nothing provided by this website is intended to create an attorney-client relationship. Sending e-mail to this firm or to an attorney at this firm will not create anattorney-client relationship, i.e., it does not mean that we have agreed to represent you. This website is intended for educational and informational purposes only