• Revocable Living Trusts

• Irrevocable Trusts

• Wills

• Power of Attorney (financial)

• Power of Attorney (Advance Health Care Directive)

• Special Needs Trusts

• Medical Benefits Planning

• Incapacity Planning

• Community and Separate Property Trusts

​

• First-Party (Self Settled) Special Needs Trusts

• Third-Party Special Needs Trusts

• Qualified Terminable Interest Trust (QTIP)

• Credit Shelter, Bypass, Non-Marital Trusts

• Retained Interests Trusts (retained annuity, retained income)

• Personal Residence Trusts (qualified personal residence trusts [QPRT], non-qualified personal residence trusts [NQPRT]

• Conservatorships

• Durable Powers of Attorney

• Supported Decision-Making Arrangements for Adults with Disabilities

• Elder Abuse Restraining Orders

• Anti-Isolation Restraining Order

• Elder Abuse (financial, physical, emotional)

​

• Elder abuse claims involve the emotional, physical, or financial abuse of someone over the age of 65.

• In addition to civil claims for elder abuse, the California legislature specifically created restraining orders designed to prevent abuse and isolation of vulnerable elder persons.

• Probate and Trust Litigation 

• Trust Contests

• Accountings

• Breach of Fiduciary Duty and Surcharge

• Invalidating Prohibited Gifts

• Removing, Replacing Trustee

• Representing Trustees

• Representing Beneficiaries

• State Court, Federal Court, Arbitration, and Mediation

• Probate Administration

• Trust Administration

• A/B and A/B/C trust division

• Sub-Trust funding and administration

• Representing Fiduciaries (Executor, Administrator, Personal Representatives)

• Creditor Claims, Accountings, Distributions