Geisler Patterson Law

Geisler Patterson Law Alzheimer's Law, Elder Law, Special Needs Planning, Estate Planning and Conservatorships. She focuses on Elder Law, Asset Protection, and Estate Planning.

Geisler Patterson Law is your dedicated Estate Planning Attorney in Orange County, California. Helping you preserve your assets, take care of your parents, defend the elderly and disabled, their families, and their property. Martha Patterson is a California Certified Specialist in Estate Planning, Trust and Probate Law, and Certified Elder Law Attorney by the National Elder Law Foundation. She is

a Member of NAELA; Past President of Southern California NAELA. Featured on CNN, Good Morning America, NBC, ABC, CBS, Fox News, and radio stations KABC, KNX, and KKLA. She overcame incredible objections and enabled Kerri and Julie Kasem to visit their dad radio host Casey Kasem. She is a frequent lecturer for NBI and is an at MCLE events, and public forums.

Life is shortAt my church reunion were friends I had known since I was a little girl. Our moms were friends, and we play...
10/27/2024

Life is short
At my church reunion were friends I had known since I was a little girl. Our moms were friends, and we played together as they sat for coffee. Some of us went to school together Kindergarten through 12th Grade. Talking to a friend who I hadn’t seen in person since high school she told me how good it was to see old friends because “life is short”.
I am 14 years older than my dad was when he died. My children, nieces and nephews are all older than my brother was when he died at 20. At the reunion, some of my friends had canes and few had walkers. Life is short and we are fortunate that we are still here to enjoy it.
Life is short. We don’t know how many years we will have. 18? (my friend) 20? (my brother) 53? (My dad) 66? My husband) 91 (my Mom(? We don’t know what troubles they will bring, cancer, Alzheimer’s, heart failure, special needs children. We do know we need to plan our estates, so we take care of those we leave behind. Especially, those who live with disability, special needs and special challenges (addiction etc.). Trusts can be designed to make sure the money is managed and takes care of the loved ones you leave behind. Loved one’s who are receiving public benefits like SSI and Medi-Cal MUST have the protection of a Special Needs Trust, so they can have their benefits and money to pay for all the things public benefits don’t cover.
If you have loved ones you want to protect give me a call.

Picture is the last I know of with my brother and dad.

I want to wish all the Father’s a happy Father’s day.  Men are often ignored on this day.  I want to honor you as I refl...
06/15/2024

I want to wish all the Father’s a happy Father’s day. Men are often ignored on this day. I want to honor you as I reflect on my dad, and the many who stepped up and did a Father’s job when my dad passed.
My dad was diagnosed with cancer when I was 12. He was given 6 months, but he was a fighter and lived 31/2 years. He never once complained and he worked until the day before his last hospital stay. He left an amazing legacy. He served as City Attorney of Anaheim and was responsible for the contracts on the Stadium and Convention Center among his many other legal accomplishments. He was a decorated Navy Pilot earning Two Navy Crosses and a Distinguished Flying Cross in lieu of a Third Navy Cross. He was fearless.
He loved to play cards and any game, and he won most of the time. Golf was his past time. He was unable to golf after his third bout with pneumonia after cancer was removed from his lungs, and his friends bought him a pool table, so they could come after golf and join him for a game.
I wish I remembered him more, it’s been over 50 years. The legacy he left me was to be fearless, to play to win and never complain. He was a great man and I am lucky to have a dad I am proud of.
After he died others stepped up, a police officer friend taught me to drive. Many (all joining him for Golf in Heaven) were there just showing me what good men do. Help when your mom needs something done around the house, wise advice for my mom on how to invest the small life insurance policy, just being there as I grew up and became a lawyer following my dad’s footsteps. Most of these men had children but a few did not, so whether you have a child or are just an example of a good man Happy Father’s Day.

06/09/2024

Another ONLINE Disaster
I take care of families when their loved one dies. When my clients pass it is my privilege to help the family and I know they are grateful the process is so easy. I am helping a new attorney clean up the mess created when they helped their parents complete documents online when they were in law school. The new attorney thought creating a Trust was easy, just fill in the blanks. It is not that easy.
They made two mistakes:
1. Nothing is in the Trust (this happens all the time) and as courts are frequently requiring proof that a person intended for their assets to be in their Trust and we have NO evidence we have to go to probate. The fees guaranteed by Statute are going to be at least $26,000.
2. The Trust doesn’t say who should get the property when the last parent dies. The Trust passed everything from husband to wife and wife to husband depending on who died first (the parents died close together). This was a second marriage for both and each had children. In this situation the statutory scheme of intestate succession produces a result no one is happy with.
The online service makes it all seem so easy “just fill in the information”. The new attorney and their parents were all smart people, yet the mistake was made. Please don’t go online to create your legal documents. Mistakes cost money.
Give me a call I can make sure your Trust is done right. If you have lost a loved one, I am here to help. Even in this disastrous situation I am hoping we can use some tricks I have learned over my 41 years to help this family honor their parents wishes.

05/14/2024

After they are gone
The loss of a loved one is never easy. Sometimes, we feel relief that their suffering is over, and sometimes shock because we did not expect them to go so soon. The pain of loss dulls over time, but never is truly gone. Unfortunately, when the paid is fresh is when we need to do all the “after” jobs.
The calls from my clients’ families always make me sad with them. “What do I need to do?” Fortunately, my clients have everything in order, so there isn’t too much left to do. My clients all have Trusts and we have made sure that beneficiaries are named on all their accounts. Their estates will pass to their family easily.
There are things that need to be done. The county assessor needs to be notified of the death. (If you want to keep a home in the family you need to file within 90 days). A Notice with a copy of the Trust needs to be sent to all the family and any other person named in the Trust. The last bills need to be paid. The sentimental, valuable and other things the loved one owned need to be divided up, given away or discarded. (This may be the hardest job). Social Security is automatically notified, but others may need to be notified of the death.
Yes, administering a Trust requires some work. It is so much easier than Probate. Probate requires a lot more work. Court filings, multiple notices and typically the estate is tied up for 18 months to 2 years! Most Trust Administrations are inexpensive (costs are mostly related to notices, property transfers and getting receipts for property delivered. Probates, have Court Fees, Statutory Attorneys Fees (and maybe even extraordinary attorney fees), Executor Fees, plus the cost of accounting.
Families who have been through both probate and Trust administration always tell me how glad they are that their loved one had a Trust, their job is so much easier. If you have a loved one who just passed away, give me a call I am here to help you.

My mom is in heaven now, but I think of her every day.  I thank her every day for the lessons she taught me, for all she...
05/12/2024

My mom is in heaven now, but I think of her every day. I thank her every day for the lessons she taught me, for all she sacrificed for me and my kids. I thank her for keeping my dad and brother’s memories alive, and for not letting me know how tight money really was after my dad died. I thank her for helping me go to College and Law School. (Not going to College was never an option).
My mom taught me the value of frugality. I still pack a lunch and eat at my desk if I am not going out for a reason. Home cooked meals are best. As I now cook for one, I realize why she made dinner for my kids, whenever she picked them up early for me. It gave her the chance to make her favorite dishes, I wish I had appreciated it more.
My mom grew up in the depression, and the poverty that impacted her childhood taught her the value of a dollar. I am so grateful that she taught my kids to save. I am grateful that I was able to set up her Trust so that the money I inherited would always go to her grandkids and not my husband. I loved him, but always understood that she worked hard for her money and she wanted to make sure I would never go without, and that if anything happened to me her money would be there for her grand kids and not go to my husband and the new wife he might marry. If you are like my mom, and want to protect the inheritance you leave behind, I can help you.

My mom and daughter.

11/26/2023

For me Thanksgiving and Christmas have often been shared with friends. The year my brother
died the Murdoch family shared their Christmas with us. I was still recovering from my wisdom
teeth being removed and my dad was living with Lung Cancer. Nonetheless we joined the late-
night present wrapping and helped Santa bring the grandkids presents, and I stayed the night to
watch as they saw what Santa brought, later my parents joined. This Christmas will always hold
a Special place in my heart as the kindness and friendship shared that day was priceless.
As you celebrate Thanksgiving, Christmas, or Chanukah, remember that there are those who
are alone (or perhaps need some extra friendship and love as we did). If you have a friend with
Alzheimer’s of Dementia, perhaps the gift of an hour visits and if you are extra kind perhaps
stay for a few hours and give their caregiver the gift of respite.

11/20/2023

Someone evil has created a fake page for my deceased husband. Be careful answering friend requests.

Thank you to every veteran for their service. I want to specially thank our Vietnam Veterans who were treated so poorly ...
11/11/2023

Thank you to every veteran for their service. I want to specially thank our Vietnam Veterans who were treated so poorly when they came home.

My dad was a World War II fighter pilot and earned two Navy Crosses and a distinguished flying star in the Battle of Leyte Gulf. I wish I had known to ask him more. All I know is from my mom. He flew an SB 2C helldiver and there are only a few of these planes left, they were just built to bomb.

It s Alzheimer s Awareness Month I know all too well the toll Alzheimer's and other dementia takes on caregivers and the...
11/07/2022

It s Alzheimer s Awareness Month I know all too well the toll Alzheimer's and other dementia takes on caregivers and their loved ones.

My husband and Mother-in-law both died from Alzheimer s and Vascular Dementia. Alzheimer s, Vascular Dementia, Frontotemporal Dementia, Lewy Body Dementia, Mild Cognitive Impairment, Strokes, Traumatic Brain Injury the list goes on... all have one thing in common there is no treatment and no cure.

The current medications for Alzheimer's only slow progression for 6 to 8 months and only if given early in the disease. Saturday I am going to be at the Huntington Beach Walk to End Alzheimer's.

I walked and was a sponsor for the walk-in Irvine and I appreciate everyone who donated in my husband s memory. I want to find a cure so my children don t have to endure what their dad and grandmother did.

So as always donations are appreciated via: https://bit.ly/3UpVtGO

Oh this takes us back to slumber party days! LOL Did you ever play truth or dare? Aright Mr. Kirtsmith. Truth or Dare? H...
08/31/2022

Oh this takes us back to slumber party days! LOL Did you ever play truth or dare? Aright Mr. Kirtsmith. Truth or Dare? Haha. Nice try. I choose dare. Fine. I dare you.. to plead Guilty! via: https://bit.ly/2NrQMNn

Address

5101 E. La Palma Avenue Suite 100-M
Irvine, CA
92807

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Alerts

Be the first to know and let us send you an email when Geisler Patterson Law posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Geisler Patterson Law:

Share

Martha Patterson

A trusted, certified elder law attorney with the legal expertise and personal experience to help you. Protect assets with a plan for you or a loved one you leave behind who lives with dementia, disability, or disease while also making sure you avoid probate and taxes. If you have a loved one who needs care Martha Patterson, is expert at qualifying you for Long Term Care Medi-Cal, and Veteran’s Benefits.