Serving Contra Costa County, Walnut Creek, Concord and beyond
Trust Lawyer Walnut Creek
Establishing trusts can be critical for wealth management and for ensuring that your assets are distributed according to your wishes. At Feldman Law Group, we help individuals and families navigate the complex landscape of trusts. By assessing your unique situation, our trust lawyer can help create tailored solutions designed to protect your estate and benefit your loved ones. Whether your objective is to minimize taxes, provide for your family, contribute to charitable causes, or something else, Feldman Law Group can collaborate with you to achieve your estate planning goals.
To discuss how our trust attorney can help you achieve your goals, please call (925) 208-4543.
Walnut Creek Trusts Call for More Information Today!925-208-4543
We were very pleased with the professional service and knowledgeable staff at Feldman.
Steven Pugsley
P"Highly recommend Feldman Law Group"
From beginning to end the process was easy and straightforward.
Paola Franceschi
S"Aaron Feldman and his legal team"
Aaron Feldman and his whole legal team provided the legal expertise and hand-holding that we needed.
Steve Solomon
Highly recommend their services!
We were very pleased with the professional service and knowledgeable staff at Feldman. They helped us set up a conservatorship as well as a revocable living trust and special needs trust. Highly recommend their services!
Steven Pugsley
Highly recommend Feldman Law Group
We used Feldman Law Group for our Living Trust and Special Needs Trust for our son. From beginning to end the process was easy and straightforward. Everyone involved was a pleasure to work with, always available to answer our questions, and very efficient. We highly recommend them.
Paola Franceschi
Aaron Feldman and his legal team
Although my mother-in-law passed away in Los Angeles and we live in Northern California, we decided to find a trust attorney close by us vs. in L.A. My wife is executor of the living trust and, no matter how much research we did online, the whole process was very confusing. Then we found The Feldman Law Group. Aaron Feldman and his whole legal team provided the legal expertise and hand-holding that we needed to get through the whole process. Within the trust, there was property in L.A. that needed to be sold, a very difficult brother who lived in that house his whole life (67 years old), and needed to leave before the sale could be completed as well as the legal requirements for administering the trust. We believe that Mr. Feldman went way past the usual attorney-client relationship, even making suggestions on how to handle the brother. When the whole process was completed, we marveled at how everything fell into place. We most certainly hope that we get the opportunity to recommend The Feldman Law Group to our friends in the future.
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.
Assets that can be placed in a trust include real estate, bank accounts, investments, business interests, and personal property. Funding your trust with these assets ensures they are managed according to the trust's terms and your estate plan.
How is a trust taxed?
Trusts have their own tax identification number and must file an annual tax return. The taxation depends on the trust type. Revocable trusts are generally taxed as part of your personal income, whereas irrevocable trusts may be subject to different tax rules.
What are the benefits of a trust?
Trusts can help avoid probate, provide privacy, ensure asset protection, and allow more control over the distribution of assets. They can also be tailored to meet specific family or financial needs, providing flexibility in estate planning.
Do I still need a will if I have a trust?
Yes, a will is still important. A will can address any assets not included in the trust and allow you to designate guardians for minor children. It acts as a safety net to ensure all assets are distributed according to your wishes.
