We Serve All of California!

 

If any of the following apply to your situation, my firm may not be the best fit for your planning needs:

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1.     You are not a U.S. citizen or green card holder, or you have significant assets in other countries.
 

Cross-border estate planning involves complex tax, probate, and reporting rules, and working with an attorney who specializes in international matters is essential to avoid unintended legal and tax consequences.

 

2.     You have beneficiaries who may require special protections for their inheritance due to physical or mental disabilities.
 

Special needs planning requires carefully structured trusts and compliance with strict government benefit rules, so it is critical to work with an attorney experienced in this area to preserve benefits and ensure long-term financial security.

 

3.     You are seeking planning to help a parent or loved one qualify in the future for needs-based government assistance programs, such as Medi-Cal (health coverage for low-income individuals) or SSI (assistance for disabled or aged individuals).
 

Eligibility planning for government benefits is highly technical and time-sensitive, and an attorney with expertise in this field can help implement strategies that comply with the law while protecting assets.

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If your situation aligns with any of the items above, I encourage you to visit my TRUSTED ADVISORS page and scroll down to find specialized planning partners that are experts in these areas.  

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If your situation does not fall into any of the categories above, you’re welcome to use THIS LINK to schedule an introductory chat. I would be happy to learn more about your goals and discuss how I can support your estate planning needs.