We now have two DVDs: What To Do When Someone Dies and Setting Up a Living Trust, Disk One of California Living Trusts for Husband and Wife. Please click on the link to find out all about these two DVDs. The third one Administering a Living Trust, Disk Two of California Living Trusts for Husband and Wife will be released shortly.
I am an estate planning attorney in California with some 45 years of experience in the estate planning, probate, and trust fields, including 35 years as an attorney. This site is designed to offer information and assistance regarding California estate planning matters to people and to other professionals in this field.
Click here for a printable pdf file of an article on choosing a successor trustee for your living trust. In these uncertain financial times, it is particularly important to have a trustee who is reliable and capable to handle your affairs.
Estate Planning Articles—This section contains approximately 40 articles which are updated and relate to various California estate planning matters, such as probate, federal estate taxes, gifts, etc. Some articles are not specific to California, such as federal estate taxes, but most are. Feel free to read these over and print them.
Information for Estate Planning Professionals—This section is designed for those who are active in the California estate planning field such as attorneys, accountants, financial planners, and investment professionals to give them updated information on changes that are occurring in this field.
Legal representation—I do undertake to represent people in the estate planning process in terms of evaluating their assets and need for an estate plan, drafting documents to carry out a plan, modifying an existing estate plan, assisting at death in the administration of a living trust or probate, and other matters. If you wish to contact me, please review this section and send me an email.
Books—I am the author of three estate planning books. You are welcome to review them and, if you are interested, order them.
DVDs—
The DVD of What To Do When Someone Dies is now for sale. Please click here for more information.
Amazon for DVD Setting Up A Living Trust
Amazon for Probate