Estate planning ensures that your property passes to your chosen beneficiaries quickly and efficiently. An estate plan includes a package of documents – Trust, Will, Power of Attorney, and Advance Health Care Directive. The contents of those documents vary based on your family situation, assets, and goals.
A Trust requires administration when the person who creates it dies. For spouses with a Revocable Trust, the Trust usually continues for the benefit of the surviving spouse; however, there are still important legal actions the surviving spouse must take to continue to use his or her property without restriction.
Guardianships and Adoptions
A guardianship is a court proceeding for appointing someone to be legally responsible for a minor. A guardian must be appointed by a court. We provide experienced and effective guidance, advice, and representation to the family throughout the guardianship or adoption process.
Probate is the court process for administering a person’s estate after their death. If a person dies with only a will or without any kind of estate planning, a probate will be necessary to transfer assets to the beneficiaries. Our attorney, Amy R. Henderson, has extensive experience with probate, having spent ten years as a judicial research attorney for the Santa Cruz County Superior Court.
With a legal masters (LL.M.) in Taxation, Emily J. Buchbinder structures estate plans to minimize or eliminate estate taxes. She regularly provides guidance to clients seeking to transfer their property tax base to their children, and she provides knowledgeable advice and strategies for transferring wealth in a tax-efficient manner.
A probate conservatorship is a court proceeding for appointing someone to be legally responsible for another adult. A “conservator” is the person appointed by the court to be legally responsible for that adult. Attorney, Amy R. Henderson, has extensive experience with probate, having spent ten years as a judicial research attorney for the Superior Court.