Estate Planning, Administration, and Litigation Counsel During Life-Changing Times

Estate planning forces us to deal with the reality of getting older, but it serves a vital purpose to ensure our needs and desires are met in times of crisis, disability, or death. Being a firm that focuses on the planning, administration, and litigation of trusts and estates, general conservatorships, limited conservatorships, guardianships, custodianships, special needs trusts, financial powers of attorney, durable powers of attorney for health care, advance directives, we do so in a caring and compassionate manner.

Estate planning forces us to deal with the reality of getting older, but it serves a vital purpose to ensure our needs and desires are met in times of crisis, disability, or death. Being a firm that focuses on the planning, administration, and litigation of trusts and estates, general conservatorships, limited conservatorships, guardianships, custodianships, special needs trusts, financial powers of attorney, durable powers of attorney for health care, advance directives, we do so in a caring and compassionate manner. The attorneys at BPMNJ go beyond the typical drafting legal documents and provide counseling and detailed drafting to address all of your needs.

Typical estate planning documents include:

  • A will - the foundational document that directs who inherits your estate and allows you to maintain control of your financial legacy.
  • Trusts - including living trusts, special needs trusts, charitable trusts, irrevocable trusts, and complex trusts to minimize estate tax liability.
  • Community property agreements - which may ease the transfer of title and provide better income tax planning through the use of step-up in basis upon death strategies.
  • Durable powers of attorney for financial management - to minimize the need for costly conservatorship proceedings.
  • Durable powers of attorney for health care / advance health care directives - to ensure your end of life directives are exactly as you desire.
  • Transfer documents - such as quit claim deeds, assignments of interest, affidavits to avoid costly and time consuming probate proceedings.

We have a long positive reputation and decades of experience helping clients throughout California plan for their needs to avoid unnecessary complications, taxes, court proceedings, and family acrimony and disputes. We empathize with your situation, respect the goals you set for your family and yourself, and help you establish a plan that you understand and makes sense for your personal, tailored needs.

We help families across California with their estate planning; the attorneys at BPMNJ guide clients through the procedural difficulties of probate and trust administration. We strive to find efficient ways to minimize the work and cost of administration, doing so in an ethical and economic way to save you and your family money and aggravation created by complex laws.

In those times where family members or third parties cause problems, create personal and financial elder abuse, fail to properly account for estate assets, or even steal from those unable to protect themselves, we are zealous advocates to protect you and your estate from elder abuse and other acts which violate your personal rights and property.

We pride ourselves in protecting loved ones with special needs or vulnerable adults dealing with dementia or other disabilities and illnesses. Unlike other firms who provide the same "boilerplate" estate plan for multiple clients, the attorneys at BPMNJ understand that no two families are the same, so we will work with you to understand the type of estate planning services that would benefit you the most.

We Will Take the Time To Get To Know You And Provide Customized Legal Services

We tailor our services based on your specific needs. In some cases, we represent clients in the early stages of dementia who face challenges in caring for themselves or their home. Our focus is on ensuring the best interests and safety of our clients is protected in every case.

We are living longer lives - more years of good quality life, and more years of reduced quality of life. We tailor our services based on your specific needs. It is during the times of reduced ability that our needs are greatest. Our focus is on ensuring the best interests and safety of our clients is protected in every case. Your preliminary questions made be answered here but we look forward to meeting with you to discuss your estate planning, administration, and litigation needs.

For help with estate planning to ensure your wishes are followed, please contact our law office by calling 925-933-7777 or filling out our online intake form.