Estate Planning and Probate
Wills
Document wherein a person declares who will receive one's property after death
Trusts
Revocable - permits the Trustor, the one who creates the trust, to revoke or change terms of the trust without consent of other parties
Irrevocable - trust assets belong to the trust and terms cannot be changed
Power of Attorney
Document wherein a person designates another to
handle one's financial affairs
Advanced Healthcare Directive
Document wherein a person designates an agent to handle healthcare decisions in case of incapacity
Trust Administration
Process wherein a successor trustee administers the trust according to its terms, including distribution of trust properties to beneficiaries and payment of taxes, fees, and costs
Probate
Process wherein a court administers a decedent's estate by paying off decedent's debts and distributing remaining assets to heirs whether a will exists or not
Estate Planning Document Review
Services include a comprehensive review of client's existing estate planning portfolio and provide advice on changing or adding terms (if necessary) based to new legislation, acquisition of new property, death of beneficiaries, divorce, birth of new children/heirs, and other changed circumstances
Conservatorships
Legal process wherein a court appoints and supervises an adult to administer the financial affairs of another who can no longer make decisions about finances or healthcare
Guardianships
Legal process wherein a court determines which adult will have legal custody over a minor child
Contracts
Document Drafting
Examples of documents to be drafted include, but is not limited to: service agreements, sale of goods, pre-nuptial agreements, post-nuptial agreements, promissory agreements
Document Review
Service include a comprehensive and thorough review of any client-produced contractual agreement. Includes advice on document's legality, enforceability, highlighting terms favorable to client, highlighting terms unfavorable to client, legal consequences for breach by either party, and available remedies in case of breach
Negotiations
Service includes consultation to determine goals/interests and a personal appearance with opposing party to help client achieve the desired goals and interests
Breach of Contract Representation
Service includes initial court filings and appearances to any court or alternative dispute resolution (mediation, arbitration, settlement conference) hearings
Breach of Contract Defense Representation
Service includes court filings of necessary documents and any appearances to any court or alternative dispute resolution (mediation, arbitration, settlement conference) hearings
Civil Litigation Service
Small Claims Initial Filings
Preparation of Small Claims Presentations
Appeals Representation
For a strategy session, please call 619-810-4644 or email [email protected] to schedule an appointment.
