Walnut Creek Estate Planning Attorney

Estate Planning Matters We Handle

Feldman Law Group offers a variety of legal services to clients in need. Our attorney can thoroughly examine your case, determine all your available legal options, develop a personalized legal strategy, and protect your 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, by 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 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 finances.
• 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 Medi-Cal to healthcare planning or fraud prevention, elder law covers a variety of legal matters involving seniors. Our firm is committed to being a legal advocate for the elderly.
• 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 have the capacity to make important decisions about finances and other matters in life. We can help individuals establish conservatorship over a loved one.

We approach each case with a deep understanding of the personal implications of these legal areas and strive to provide compassionate and informed support throughout the journey. Whether it’s minimizing estate taxes or ensuring the seamless transition of assets, our goal is to create a plan that reflects your personal values and life goals.

Contact us online or call (925) 208-4543 to learn more about how a skilled estate planning attorney in Walnut Creek from Feldman Law Group can help you secure your family’s future!