Areas of Estate Planning Practice
The practice of estate planning, probate and trust law encompasses many diverse areas of law, from taxes and trusts to conservatorships and medical privacy, and intrinsically involves dealing with some of life's most sensitive issues and difficult circumstances.
With their many years of exclusive commitment to this complex and ever-changing legal practice, the Kelley & Farren team of attorneys has extensive experience in all elements of estate planning, probate and trust law, including:
- All aspects of Revocable Living Trusts
- Trust administration and distribution after death
- Representing trust beneficiaries
- Using trusts to save taxes
- Avoiding litigation
- Powers of attorney and healthcare directives
- Representing trustees in all aspects of trust administration
- Representing clients in alternative relationships
- Advising clients regarding domestic partnership laws
- Avoiding family conflict in estate administration
- Preparation of estate and gift tax returns
- Advice regarding minimizing taxes
- Charitable gifts and trusts
- Long term care/nursing home issues
- Medi-Cal issues in relation to estate planning
- Planning by parents of minor children
- Special Needs Trusts
- Planning for incapacitated or needy beneficiaries
- Generation-skipping tax issues
- Second marriages, planning for the "blended family"
- Planning IRA distributions
- All aspects of Conservatorship proceedings
- All aspects of Probate proceedings
- Probate/trust and estate litigation
- Will contest/trust contest — evaluation and representation
Our services are completely personalized to the needs and circumstances of each client, and always performed with the utmost care and sensitivity to the situation at hand.
Please feel free to contact us to set up an initial consultation to assess your estate planning needs.