- GuardianshipGuardianship for a minor child is often one of the most important decisions a parent can make. The following information will provide answers to many of your basic questions. At that point, feel free to contact me with additional questions or concerns you may have.
- Theft
- Identity Theft
- Business DisputesLike Diane, I am an attorney focused on estate planning. Where Diane branches off into an Elder Law specialty, additionally, I provide legal solutions in Business Law. I have lived and worked here in the Los Gatos area most of my life, and it is important to me that resources like this exist. I am pleased to contribute to this important and timely topic.
- Estate PlanningNever Leave it up to the state. It is important that YOU decide what you would like to do! In general, clients come to me because they do not want to rely on the State of California for general estate planning information of their will or trust. They do not want the state to dictate who will manage their finances and health care decisions. Individuals want to make their own decisions and give guidance to those they have named to take on the various roles. The type of estate plan depends upon the client’s goals which often include include...
- WillsThere are key distinctions between wills and trusts. At it’s most basic, a will requires a process called “probate” and a trust require administration. Each has it’s best use and it is my job to help you determine the optimal solution for your particular needs.
- TrustsAs you read the information provided below, please take a deep breath. When the realities of probate settle in, it can seem a daunting task. You are welcome to review this basic information and be in touch with any questions you may have. If you are considering setting up a Living Trust... this will likely get you moving!
- Power of AttorneyUnderstanding Durable Power of Attorney as it applies to finance is important for all involved. After reading the general information below, let us know if you have specific questions. You are entitled to a Free 30 Minute Legal Consultation related to any of our specialized areas.
- Probate
- Tax LawThe implementation of the Tax Cuts and Jobs Act (TCJA) on January 1, 2018 brought many changes to estate planning strategy. With the Federal Estate Tax exemption increasing to more than $11 million for each American, the focus of many married couple’s estate plans has shifted away from tax planning, and moved to probate and capital gains avoidance as well as preservation of income and appreciation on trust assets.