- Personal InjuryOften, special needs trusts are created by a parent or other family member for a child with special needs (even though the child may be an adult by the time the trust is created or funded). Such trusts also may be set up in a will as a way for an individual to leave assets to a disabled relative. In addition, the disabled individual can often create the trust himself, depending on the program for which he or she seeks benefits. These “self-settled” trusts are frequently established by individuals who become disabled as the result of an accident or medical malpractice and later receive the proceeds of a personal injury award or settlement.
- Medical Malpractice
- Estate PlanningI was born and raised right here in Sacramento. After graduating from CSUS in 1992, I attended Lincoln Law School and thereafter became a member of the California State Bar in 1996. I initially practiced civil litigation before moving to estate planning in 1999. Although my practice is limited, I do know many other attorneys in different fields, and I am happy to refer them to clients.
- WillsI rarely take the time to write reviews, but Mark went above and beyond for our family and we are extremely grateful. My mother was too ill to go into the office so at our request he traveled to my mom to prepare her will and trust. Throughout the whole process he was very knowledgeable, efficient, trustworthy, helpful and able to comfortably handle sensitive subjects. Mark's prices were fair and we are so glad we found him.
- TrustsNo. Although a Will can pass most of your assets, assets such as life insurance proceeds, retirement benefits, joint accounts, jointly held realty, assets held in a living trust, and your spouse’s one-half community property interest in any assets cannot be passed using a Will.
- Power of AttorneyA “Trust Package” consists of a Living Trust, Pour Over Will, General Durable Power of Attorney, Advance Health Care Directive, HIPAA release, Certification of Trust, Funding Instructions, drafting and recording of one Deed to transfer real property into the trust and few other miscellaneous instructional documents.
- Probate
- Tax Law