Secure Your Legacy with Expert Legal Guidance

Feldman Law Group

5.0

Over 20 5-Star Reviews

Recognized Leaders in the Legal Field
  • Special Needs Planners
  • Elder Law Answers
  • NAELA Northern California
  • Contra Costa Bar Association
  • Down Syndrom Connection

    Serving Contra Costa County, Walnut Creek, Concord and beyond Inheritance Lawyer Contra Costa County

    Whether you are protecting your estate or asserting your rights as a beneficiary, you can find the guidance you need on a range of inheritance law cases at Feldman Law Group. With an inheritance attorney from our firm, you can find trusted help for will drafting, trust establishment, tax planning, estate litigation, and much more. Our aim is to minimize uncertainties and disputes while preserving legacies. At Feldman Law Group, we know that navigating inheritance laws can be a complex endeavor, but through our tailored approach, we can simplify the process for our clients.

    Find out how an inheritance lawyer might be able to help you: Call (925) 208-4543 to request a consultation.

    Contra Costa County Inheritance
    Call for More Information Today!
    925-208-4543
    Estate & Probate Success Stories
    • S
      "Aaron makes the process easy"
      Aaron is excellent with detail. His communication and calmness are deeply appreciated.
      Suhaila Safdari
    • S
      "They have my back"
      Their integrity speaks volumes of the kind of office they're in.
      Samuel J. Rapisardo
    • B
      "Outstanding job, done expeditiously"
      Outstanding job, and done very expeditiously and thoughtfully.
      Bette Nelson
    Aaron makes the process easy
    Aaron is excellent with detail. His communication and calmness are deeply appreciated. All are very friendly and nice. Very educated. They are comfortable to work with. Aaron makes the process easy to understand. I would highly recommend!
    Suhaila Safdari
    They have my back
    I could not be happier with anybody else that Feldman Group is taking care of all of my needs to the point that I feel like I 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 I know. Aaron, thank you so much for being the person that you are. Your integrity speaks volumes of what kind of office you're in. So thanks a lot and I look forward to my next email. Samuel.
    Samuel J. Rapisardo
    Outstanding job, done expeditiously
    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. Thank you!
    Bette Nelson
    Our Results
    • 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

    • 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.

    • 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.

    • 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.

    • 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.

    • Petition for a Trustee

      Feldman Law Group investigated a defective trust that was prepared by a notorious trust mill and successfully petitioned for the niece to be appointed as trustee.

    Consequences of Not Creating a Will

    Decedent lived alone and died without a will. His brother (from Kansas City) became the administrator of the estate. He learned his brother had loaned a large sum of money and one of the parties filed a lawsuit to remove the lien from his home (that was security for the loan, which was never repaid). Feldman Law Group successfully defended the estate at a trial in Solano County Superior Court. The case ultimately settled on appeal. Because decedent did not have an estate plan with a trust, his heirs lost over $50,000 that was paid in attorney's fees and costs that could have been avoided by getting his estate plan completed.

    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. The Client had been caring for his mother for 20 years when his sister attempted to become the conservator. The Court issued its ruling after a two-day trial.
    Established Third Party Beneficiaries

    Prouty v. Gores Technology Group, 121 Cal. App. 4th 1225 (Dist. 2004)

    Former employees represented by Aaron Feldman sued to enforce compensation provisions contained in the sale agreement of an HP subsidiary to Gores Technology.  Attorney Feldman successfully appealed a lower court and the Appellate Court ruling established that the employees were third party beneficiaries under the agreement and could seek their contractual benefits.

    Limited Conservatorship

    Parents were seeking Limited Conservatorship for their developmentally disabled child who was about to turn 18. However, they waited too long to start the process and were very worried their child would turn 18 and they would not have the legal authority to protect their child. Specifically, they feared the School District would schedule an IEP and exclude the parents since the child was now an adult. Feldman Law Group rushed into action and filed an emergency Petition for a Temporary Conservatorship which was granted, giving parents the legal standing to represent their child. Advocating for a developmentally disabled child is critical. With Temporary powers in place, the parents had peace of mind while the permanent Petition was pending.

    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. The client passed away just days later, and our prompt response ensured their estate was properly planned.

    Petition for a Trustee

    A settlor had a trust prepared by a notorious trust mill. He lived in Berkeley but the attorney used by the trust mill was in Southern California. The trust was defective and the original could not be located. A surviving relative hired Feldman Law Group to investigate. The trust was so poorly prepared that there were no alternate provisions for even naming a successor trustee. Feldman Law Group had to Petition the Court to have a niece appointed as trustee. The trust also lacked alternative beneficiaries (decedent's son predeceased the father without leaving issue), so a second petition was required to get approval for distribution of the estate to the intestate heirs. Having a skilled local attorney preparing your estate plan is critical. At Feldman Law Group we review our Estate plans with our clients every 3 years (for free). In that way, we avoid problems with missing trustees or beneficiaries!

    Why Choose Feldman Law Group

    At Feldman Law Group, we specialize in personalized estate and special needs planning, ensuring peace of mind for families throughout the Bay Area. With over 35 years of experience, our goal is to protect your assets and fulfill your wishes now and in the future.

    Why Choose Us:

    • Free estate plan reviews every three years
    • Personalized strategies for comprehensive asset protection
    • Expertise in special needs planning and public benefits
    • Mediation services as a cost-effective legal solution
    • Over 35 years of trusted legal experience
    • Over 35 Years of Expertise

      Trust our experienced team with your estate needs.

    • Free Estate Plan Reviews

      Get free updates every three years for peace of mind.

    • Special Needs Planning Experts

      Protect public benefits with tailored strategies.

    • Cost-Effective Mediation Services

      Resolve disputes efficiently and save on litigation costs.

    Meet the Feldman Law Group Team

    At Feldman Law Group, we specialize in estate, probate, and trust administration across the Bay Area. With over 35 years of experience, we're dedicated to crafting personalized legal strategies that safeguard your assets and secure your family's future. Offering free estate plan reviews every three years, we ensure your plans evolve with your needs. Our skilled team specializes in complex legal processes, including special needs planning, while providing mediation as a cost-effective alternative to litigation. Our client-centered approach focuses on providing peace of mind and control, ensuring your wishes are upheld. Trust us to deliver compassionate, expert support tailored to you.

    Your Guide to Estate & Probate Questions
    • What is probate?
      Probate is the legal process of managing and distributing a deceased person's estate. It involves validating the will, paying debts and taxes, and distributing the remaining assets to beneficiaries. In the absence of a will, the estate is distributed according to state laws.
    • What if there is no will?
      If there is no will, the estate is considered intestate. State laws dictate the distribution of assets to surviving relatives. The probate court appoints an administrator to handle the estate. It is often advisable to consult a probate attorney to understand how intestate succession laws apply.
    • Who is an executor?
      An executor is a person named in a will or appointed by the court to administer the deceased's estate. Their duties include gathering assets, paying debts and taxes, and distributing the remaining estate according to the will or state law. Executors have a fiduciary duty to act in the estate's best interest.
    • Can inheritance be contested?
      Yes, inheritance can be contested, typically during probate. Grounds for contesting include claims of undue influence, lack of capacity, or improper execution of the will. Contesting an inheritance can be complex and may require legal expertise to navigate court proceedings effectively.
    Serving Families & Estates in Your Area
    • Walnut Creek
    • Contra Costa County
    • Concord
    • Antioch
    • Pittsburg
    • San Ramon
    • Danville
    • Pleasant Hill
    • Martinez
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