The Preble Law Firm

ESTATE LAW

The Preble Law Firm handles most kinds of estate law matters. In broad terms, we handle the following types of estate law matters: (1) estate planning, (2) personal planning, (3) wealth transfer taxation, (4) probate estate administration, (5) trust estate administration, (6) heir and beneficiary disputes, (7) conservatorships for adults, and (8) guardianships for minors. Because we are a California law firm, our estate law practice is focused exclusively on matters governed by California law and by federal law as it applies in California. We do not handle estate law matters concerning government benefits.

The following is our firm’s portfolio of services for estate law matters:

Estate Planning

Living Trusts • Revocable Trusts • Irrevocable Trusts • Special Needs Trusts • Charitable Trusts • Wills • Codicils • Amendments • Powers of Appointment • Gifting • Gifts to Minors • Custodianships • Domestic Partnerships • Business Succession • Disclaimers • Disinheritance • Property Transfers • Joint Tenancies • Community Property with Right of Survivorship • Trust Funding • Life Insurance • Pay-on-Death Accounts • Asset Protection

Personal Planning

Powers of Attorney • Advance Health Care Directives • Living Wills • Organ Donation • Disposition of Remains • Planning for Aging and Incapacity

Wealth Transfer Taxation

Death Taxes • Estate Taxes • Gift Taxes • Generation Skipping Transfer Taxes • Property Tax Reassessments and Exclusions

Probate Estate Administration

Formal Court Probates • Informal Small Estate Probates • Probates with Wills • Probates without Wills • Surviving Spouse/Domestic Partner Property Petitions • Probate Code Affidavits • Affidavits of Death • Property Title Transfers • Executor, Administrator, and Personal Representative Duties and Liability • Beneficiary Rights • Creditors’ Claims

Trust Estate Administration

Trust Funding • Trust Distributions • Trust Management • Trustee Powers • Trustee Duties and Liability • Accountings • Reports • Notices • Trust Terminations • Beneficiary Rights • Creditors’ Claims • Pour Over Wills

Heir and Beneficiary Disputes

Will and Trust Contests • Will and Trust Interpretation • Disinheritances • Omitted Spouses and Children • Undue Influence • Elder Abuse • Abatement • Failed and Lapsed Gifts • Ademption • Exoneration Conservatorships for Adults Incapacity • Grave Disabilities • Conservator Nominations • Conservatorships of the Person • Conservatorships of the Estate • Conservators’ Rights and Duties • Conservatees’ Rights • Conservatorship Alternatives

Guardianships for Minors

Guardian Nominations • Guardianships of the Person • Guardianships of the Estate • Guardians’ Rights and Duties • Guardianship Alternatives

Legal Advice and Counseling

Opinions, Legal Check-ups

 

 

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The Preble Law Firm 3700 Delta Fair Blvd., Suite 210 Antioch, California, 94509-4074
(925) 756-7111

Copyright © 2005-2007 The Preble Law Firm. All Rights Reserved.

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