Estate Planning in Contra Costa County
35+ Years of Dedicated Experience Supporting Clients in Contra Costa County
At Feldman Law Group, we provide comprehensive estate planning and trust administration services tailored to the needs of individuals in Walnut Creek, Contra Costa County, and the broader Bay Area. With over 35 years of experience, our dedicated team works with you to secure your family's future through customized legal strategies. Whether it involves planning, probate, or special needs planning, our approach ensures that your assets are expertly managed and your wishes upheld.
Our firm understands that each client's needs are unique, and we strive to offer solutions that not only meet but exceed expectations. By keeping up with the latest in planning laws and trends, we ensure that clients are never left behind in an ever-evolving legal landscape. This commitment to continuous learning and application in our practices underscores our reliability and dedication to our clients' peace of mind.
Our qualified estate planning lawyer in Contra Costa County is ready to help you. Get in touch via online form or call (925) 208-4543 to make an appointment right away.
Our Results
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Consequences of Not Creating a Will
Feldman Law Group successfully defended their client’s estate at a trial in Solano County Superior Court. The case ultimately se
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Denial of Imposed Conservatorship
Aaron Feldman successfully defeated an attempt by the client’s sister to impose conservatorship over their mother and instead had his client named conservator.
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Established Third Party Beneficiaries
Attorney Feldman successfully appealed to a lower court on behalf of former employees who were suing to enforce compensation provisions contained in the sale agreement of an HP subsidiary.
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Limited Conservatorship
Feldman Law Group filed an emergency petition for a temporary conservatorship which was granted. This gave the parents peace of mind while the permanent petition was pending.
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No Trust At All
When a family reached out on a Thursday afternoon due to a terminal cancer diagnosis and the absence of an estate plan, Feldman Law Group sprang into action. Recognizing the urgency, Mr. Feldman went to the hospital in Fairfield on Saturday to finalize the necessary documents.
How Can We Help You & Your Family?
Our Reviews
Hear From Families We've Helped
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Everyone involved was a pleasure to work with, always available to answer our questions, and very efficient.
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Don't even need to think about it because they have my back. I am very pleased with the choice I made and I will constantly refer them to people and I know. Aaron.- Samuel J. Rapisardo
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Feldman Law Group helped me in making needed changes to my will and trust. Mr. Feldman and his group went above and beyond, including additional needed items to make it easier for my trustee. Outstanding job, and done very expeditiously and thoughtfully.- Former Client
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I can't thank Aaron enough for protecting me when I desperately needed an experienced and formidable advocate.- Stefanie H.
Special Needs Planning: Protecting Those You Care About
Special needs planning is one of our core focuses, and we handle it with the utmost care and precision. As proud members of the Academy of Special Needs Planners, we ensure that individuals with disabilities receive the support they need without jeopardizing their public benefits. We create tailored plans that address the unique challenges faced by clients with special needs, ensuring they have the financial and legal safeguards necessary for a fulfilling life.
In addition to financial considerations, we address comprehensive needs, including healthcare proxies, and supportive trust options that align with available government programs. This holistic approach ensures that all aspects of well-being are considered, from legal protection to day-to-day support, emphasizing our dedication to a secure, independent future for clients with special needs.
Local Expertise: Understanding Contra Costa County’s Unique Needs
Our familiarity with Contra Costa County and California state regulations allows us to offer advice that's deeply relevant to our community. Whether it’s understanding state-specific estate tax laws or navigating local probate courts, we provide clients with a competitive advantage through our in-depth local knowledge.
Moreover, being locally rooted allows us to remain attuned to the community's distinctive challenges and opportunities. We actively engage with local events and legal workshops, emphasizing our commitment to community involvement and education. This ground-level approach enhances our capacity to tailor estate solutions for the unique cultural and demographic aspects of residents in Contra Costa County.
Why Choose Us? Get A Personalized and Innovative Approach.
Clients choose Feldman Law Group because of our commitment to understanding and addressing their needs with personalized solutions. Our legal team's experience enables us to navigate complex legal processes, offering unique advantages such as free periodic reviews of your estate plan every three years. This ensures that your plans evolve with your goals while safeguarding your family’s future.
Furthermore, we value transparent communication and prioritize building lasting relationships with our clients. By engaging in collaborative dialogues, we ensure that clients are fully informed and comfortable with the decisions about their estate plans. This transparency builds trust and confidence, ensuring that clients feel supported throughout the entire legal process.
Take Control of Your Legacy Now
Estate planning is not just about preparing for the future—it's about taking control of your legacy. At Feldman Law Group, we provide the guidance and support you need to secure peace of mind. Whether you're just starting your estate plan or need to make amendments, our team is ready to assist you. Contact us at (925) 208-4543 to schedule your consultation and ensure your wishes are clearly outlined and legally protected.
Investing time in creating a comprehensive estate plan means investing in your family's stability and future. Let us help you safeguard your assets and ensure your desired legacy is upheld for generations to come. With our tailored solutions and dedicated service, Feldman Law Group stands ready to support your estate planning needs.
Reach out to an estate planning lawyer near you for experienced legal support. Call (925) 208-4543 or complete our online form to start the process.
FAQ: What You Need to Know About Estate Planning
What Is Estate Planning and Why Is It Important?
Estate planning involves arranging for the management and disposal of a person's assets during their life and after death. A comprehensive estate plan can minimize uncertainties, lower taxes, and help avoid unnecessary legal fees while ensuring your wishes are honored.
How Often Should I Review My Estate Plan?
It’s advisable to review your estate plan every 3 to 5 years or whenever significant life changes, such as marriage, divorce, or the birth of a child, occur. At Feldman Law Group, we offer free estate plan reviews every three years to ensure that your plan remains aligned with your evolving needs.
Regular reviews not only allow for adaptation to personal changes but also updates to legal statutes or financial shifts that could impact your plan's effectiveness. This meticulous attention to detail means your estate plan is always robust and reflective of your current situation.
Can I Update My Will Myself?
It is recommended you consult with a legal professional for significant amendments. This ensures the changes comply with state laws and that your documents accurately reflect your wishes.
DIY estate updates can lead to unintended legal complications or misunderstandings that might jeopardize your plan's intentions. Professional guidance helps mitigate these risks, ensuring your will is clear, legally binding and equitable to all intended beneficiaries.
What Is the Role of a Trustee in Trust Administration?
A trustee manages the trust’s assets according to the terms laid out in the trust document. Their duties include distributing assets to beneficiaries, managing investments, and handling tax filings. Appointing a reliable trustee is crucial for effective trust administration.
Beyond day-to-day management, trustees must also navigate complex fiduciary responsibilities, balancing fairness to all beneficiaries while maintaining impartiality and adherence to the settlor's directives. This intricate role requires diligence and integrity, underscoring the importance of careful trustee selection.
Take the first step toward resolving your case with a skilled Contra Costa County estate planning attorney at Feldman Law Group. Reach out or call (925) 208-4543 now.