Serving Contra Costa County, Concord, Walnut Creek and beyond
Estate Planning Lawyer Walnut Creek
It’s crucial that you create—and regularly update—an estate plan to ensure that your wishes are respected if you’re ever incapacitated and when you pass away. At Feldman Law Group, our estate planning attorneys guide individuals and families through the process of estate planning, providing clarity and peace of mind for the future. Whether you are looking to draft a will, distribute assets, establish trusts, or navigate the complexities of estate taxes and more, an estate planning lawyer from Feldman Law Group is here to help you. We tailor our approach to each client’s specific goals and circumstances.
To begin your estate planning journey, call (925) 208-4543 today.
Walnut Creek Estate Planning Call for More Information Today!925-208-4543
Aaron is excellent with detail. His communication and calmness are deeply appreciated.
Suhaila Safdari
S"I could not be happier with anybody else."
I feel like I don't even need to think about it because they have my back.
Samuel J. Rapisardo
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
J"Very helpful and quick service."
Very helpful and quick service.
John Mauro
S"You are in great hands if Aaron is willing to take on your case."
Aaron Feldman represented me in an emergency situation and spent his entire weekend successfully protecting my civil rights.
Stefanie Herrington
Aaron is excellent with detail.
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
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
I could not be happier with anybody else.
I could not be happier with anybody else that Feldman Group is taking care of all of my needs to the point of 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
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
Very helpful and quick service.
Great advice. Very helpful and quick service. Thank you!
John Mauro
You are in great hands if Aaron is willing to take on your case.
Aaron Feldman represented me in an emergency situation and spent his entire weekend successfully protecting my civil rights after I was unlawfully detained by a psychiatric hospital. I am an attorney and Aaron was the first phone call I made because he is the best. You are in great hands if Aaron is willing to take on your case. His firm's estate planning and probate services are also top-notch. I can't thank Aaron enough for protecting me when I desperately needed an experienced and formidable advocate.
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.
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.
Key estate planning documents include a will, trust agreements, durable power of attorney, and healthcare directives. These ensure your assets are managed and distributed per your wishes, and your healthcare decisions are respected if you can't communicate.
What is estate planning?
Estate planning involves organizing your assets and making arrangements for their management and distribution in case of death or incapacitation. It typically includes creating legal documents such as wills, trusts, powers of attorney, and healthcare directives to ensure your wishes are followed.
Can I create an estate plan without a lawyer?
While it's possible to create basic estate documents using online tools, consulting a lawyer ensures your plan complies with state laws and accurately reflects your wishes. Professional advice can help address complex situations effectively.
Why do I need an estate plan?
An estate plan ensures your assets are distributed according to your wishes and can help reduce legal complications and taxes. It provides clear guidelines on guardianship for minors and care instructions for incapacity, offering peace of mind that your affairs are in order.
