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Our Expertise

Business Planning

Our office works closely with our client’s accountant to help our client see the pros and cons of each type of business entity.

Conservatorship

A conservatorship is a court proceeding in which a person is deemed to lack capacity to make medical or financial decisions.

Estate Planning

We take the time to get to know you and your family, along with your unique wishes in order to custom build your estate plan.

Guardianships

Our office can assist in getting the Guardianship set up and assist in the management of the Guardianship after it is set up.

Medi-Cal Planning

Qualifying for Medi-Cal benefits and long-term care may seem intimidating, but the process is easier than it might appear.

Probate

We use our years of probate knowledge & expertise to ensure the probate process is completed as quickly & painlessly as possible.

Trust Administration

Our office can provide guidance in making sure that the proper legal documentation is prepared & legal notifications are sent out.

VA Benefits Planning

We are dedicated to helping war era veterans and their surviving spouses receive this Benefit which they so deserve.