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

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.

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.

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.

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!