Throughout Northern CA, we have helped hundreds of clients navigate the complexities of estate planning, probate, special needs planning, and more.
Walnut Creek Estate Planning Attorney
Helping Clients in the Bay Area Plan for The Future of Their Loved Ones
When you’re working with an estate planning lawyer in Walnut Creek, CA to draft or revise your estate plan, care for a child or parent with special needs, or are navigating through trust administration or probate, some of the qualities you naturally look for in your lawyer are experience, ability, professionalism, and trust.
At Feldman Law Group, you’ll find a highly qualified Walnut Creek estate planning attorney with all of these qualities who is dedicated to understanding your needs, exploring your options with you, and making sure you receive an excellent result. Each client who builds an estate plan with us benefits from a free review of their affairs every three years, which includes an opportunity to make adjustments to their plans as they see fit. In Alameda County, Contra Costa County, and throughout the Bay Area, Feldman Law Group can help you achieve your aims.
An Estate Planning Lawyer in Walnut Creek with the Skills You Need
Aaron Feldman is a California estate planning attorney with the breadth and depth of experience necessary to immediately understand your legal situation and create a solution that meets your needs. Aaron has been helping people in the East Bay for over 35 years and is here to help you with your estate planning or real estate needs. An experienced litigator, Aaron Feldman is also a certified mediator ready to get the best results efficiently and effectively. With a comprehensive approach to your legal matter, we are able to see your circumstances in context and from the perspective of a Walnut Creek estate planning lawyer who has handled a wide range of legal matters like yours.
Importantly, our Walnut Creek estate planning attorney maintain a highly personalized practice at Feldman Law Group. You’ll work directly with attorney Aaron Feldman from start to finish and benefit from the peace of mind that comes from knowing you have a personal relationship with your lawyer who is committed to meeting your needs.
Estate Planning Matters We Handle
Feldman Law Group offers a variety of legal services to clients in need. Our Walnut Creek Estate Planning Attorneys can thoroughly examine your case, determine all your available legal options, develop a strong and personalized legal strategy, and protect your rights and best interests from start to finish.
Our practice areas include the following:
- Estate Planning – No one likes to think about what happens when they pass away. However, creating a comprehensive estate plan with the help of a Walnut Creek estate planning lawyer from our firm, we can ensure your assets and your loved ones are protected when the worst happens. We can help you protect your young adults when they go off to college by having them complete basic documents such as a Power of Attorney, Health Care Directive and even a simple Will.
- Special Needs Planning – If someone is receiving SSI or Medi-Cal benefits, then special planning must be done to ensure that they will not lose their public benefits by receiving an inheritance directly. For individuals with a developmental disability, there is also a Limited Conservatorship available to enable a parent or other person to help make decisions on where to live, education and financial.
- Probate – Probate is a formal legal process that occurs after a person dies. The process includes validating the deceased person’s will, appointing an executor/personal representative, ensuring the property is distributed to the proper beneficiaries, and other legal actions. Our legal team can guide you through the complexities of the probate procedure.
- Elder Law – From Medicaid/Medicare and Social Security matters to health care planning or fraud prevention, elder law covers legal matters involving seniors. Our firm is committed being a legal advocate for older Americans.
- Trust Administration – Trust administration is a process in which a trustee manages trust property and ensures the assets in a living trust are distributed to the proper heirs and beneficiaries, as stated by the grantor’s wishes. Trust administration can be complex, which is why we are here to help!
- Conservatorship – When an adult can no longer take care of himself/herself, a legal guardian—known as a conservator—will be assigned to prevent others from taking advantage of the adult since he/she no longer has the capacity to make important decisions about finances and other matters in life. We can help individuals establish conservatorship over a loved one.
The process of making arrangements for the administration and distribution of your property and affairs in the event of your incapacity or death is known as estate planning. It entails putting together a thorough plan that specifies your desires regarding the disposition of your assets, investments, and personal property after you pass away or become incapable of making decisions for yourself.
There are several key reasons for estate planning. Firstly, it ensures that your assets are distributed as you wish, minimizing potential disputes among family members. Additionally, it allows you to designate guardians for your minor children, should you have any, and make provisions for their well-being.
Estate planning also addresses financial matters, including minimizing estate taxes and ensuring your assets are transferred to your heirs efficiently. Furthermore, it enables you to specify your preferences regarding medical decisions if you become incapacitated.
In essence, estate planning provides peace of mind, safeguards your legacy, and helps you maintain control over important aspects of your life, even when you're no longer able to manage them yourself.
Can I Update My Estate Plan After It’s Been Created?
Absolutely, you can make changes to your estate plan after it's established. Estate planning documents are flexible and can be adjusted to accommodate changes in your life, assets, or preferences. Your will can be updated by creating a new one or adding a formal codicil, making changes to beneficiaries, assets, or instructions.
If you have a revocable living trust, you can often modify it to change beneficiaries, trustees, or terms. To update beneficiary designations, simply contact the relevant financial institutions. You can also change your agents for powers of attorney documents, designating new individuals for healthcare or financial decisions. It's advisable to periodically review your estate plan, regardless of significant life events, to ensure it continues to meet your objectives. Consulting with a qualified estate planning attorney in Walnut Creek during these updates can help ensure that your changes are legally valid.
Do not hesitate to schedule a consultation to learn how committed Feldman Law Group is when it comes to helping our clients obtain the most favorable results inside and outside the courtroom. Contact our estate planning lawyers in Walnut Creek today if you need help navigating California estate planning laws.
A member of the Academy of Special Needs Planners, Aaron has the knowledge, skills, and expertise necessary to deal with the unique aspects of special needs estate planning. Through self-funded special needs trusts, third-party special needs trusts and litigation special needs trusts, we’ll make sure your minor or adult child with autism or other special needs gets the support he or she needs for appropriate medical care and the ability to attain the highest level of independence, personal achievement, and a fulfilling life.
Want to begin building a better and more secure future for your loved one with special needs? Reach out to Feldman Law Group for your estate planning needs in Alameda County!
"Great advice."John M.
"I can't thank Aaron enough for protecting me when I desperately needed an experienced and formidable advocate."Stefanie H.
"Thank you Attorney Feldman, Alice Brown, and the ENTIRE Feldman Law Group."Former Client
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Available & Accessible
You are not alone! We genuinely care about your family’s future and are devoted to giving you the peace of mind that you deserve.
Free Ongoing ReviewsEstate planning is not a one and done deal. We are in it for the long run and offer ongoing reviews of your estate plan.
Special Needs AdvocateAs a member of the American Society of Special Needs Planners, Attorney Feldman is equipped to secure your child’s future.
Full Customer Service ExperienceWe offer incomparable service from the moment that you pick up the phone to call us. We devote the attention, time, and accessibility that every client deserves when planning for their future.