Copyright 2013. by kristen ingersoll. All rights reserved.
Certified Specialists in Estate Planning, Trust & Probate Law,
by The State Bar of California Board of Legal Specialization
3562 Round Barn Circle, Suite 315 Telephone: (707) 230-2644
Santa Rosa, CA 95403 Facsimile: (707) 521-0401
We often find that many of our clients seeking advice regarding irrevocable special needs trust (SNT) are already well educated in resources available to them and about SNTs in general. Prior to establishing a SNT for the beneficiary with special needs, we often have extensive conversations about the needs of the family and beneficiaries, options, long term goals, mechanics and practicalities of how the SNT would work. Once we have completed these discussions with our client, we can then prepare a draft to continue the discussion. Our clients are sometimes interested in hiring a professional fiduciary to serve as the trustee, and with our relationships and contacts within that community, we can help our client find the right fiduciaries to interview.
Guardianships of the estate are sometimes a necessary way to manage a minor's money. Or, a guardianship of the person can be necessary in the absence of a responsible parent. We can assist our client in evaluating any options, if necessary, establishing the proper type of guardianship, and representing our clients with the ongoing responsibilities of a Court appointed guardian.
We represent and advise our client in administering a decedent's estate. Whether it involves a probate, private administration of a trust, or some other procedure, we can help. In addition to representing the fiduciary for proper administration of an estate, we also regularly represent beneficiaries who want more information or need help communicating with the fiduciary.
When there is anticipated or pending litigation involving an estate, it can be beneficial to consult with an attorney sooner than later. We regularly represent the executor / trustee / beneficiary in disputes. These types of disputes often end up in Court, and we are prepared to represent you in contested proceedings, required meet and confer conferences, mediations and trial.
Conservatorship is a complex area in the Probate Code, and as attorneys experienced in that area, we can give our clients the best representation and advice in that regard. We regularly represent a family member or professional fiduciary for the petition for appointment of a conservator, which in certain situations includes disputes among family members. Then, once our client is appointed as the conservator, we can guide our client through the required tasks and reporting to the Court through termination of the conservatorship.
We enjoy meeting with clients to prepare a complete and proper estate plan that is designed just for each client. This generally involves a revocable living trust, pourover will(s), durable power(s) of attorney, and advance health care directive(s). We also prepare some other ancillary documents, as well as assisting with funding our client's trust.