ESTATE PLANNING

Estate planning documents we prepare on your behalf include, but are not limited to:

• WILLS
• REVOCABLE LIVING TRUSTS
• ASSET PROTECTION TRUSTS
• DURABLE POWERS OF ATTORNEY FOR FINANCIAL MATTERS
• LIMITED DURABLE POWERS OF ATTORNEY FOR REAL PROPERTY
• HEALTH CARE POWERS OF ATTORNEY
• SPECIAL NEEDS TRUSTS
• PROBATE
• TRUST ADMINISTRATION
• TRUST TERMINATION
• VETERAN'S AID AND ATTENDANCE PLANNING

MEDI-CAL PLANNING

Medi-Cal and Asset Protection strategies to include, but not be limited to:

• Review of current Estate Planning documents and update to allow asset protection as needed
• Medi-Cal Asset Protection strategies