Orinda Estate Planning Attorneys

Helping You Plan for the Future & Navigate Probate

Feldman Law Group knows that estate planning can be overwhelming, and it can be difficult to know where to begin. 

Our lawyers are here to help you navigate the process and protect your best interests. We have extensive experience handling a wide range of estate planning and probate matters, and we are prepared to put our knowledge to work for you.

Call our office today at (925) 208-4543 to schedule a consultation with our Orinda estate planning team.

Our Estate Planning Services

Our attorneys can help you create a comprehensive plan that addresses your needs and goals. We understand that no two clients are the same, and we get to know you and your situation first. Then, we help you create a plan that is tailored to your wishes.

We can assist you with all of the following:

• Wills
• Trusts
• Power of attorney
• Medi-Cal planning
• Charitable planning
• Retirement planning
• Special needs planning
• Advance health care directives
• Guardianships & conservatorships
• And more!

Maybe you have just started thinking about the future, or you want to update an existing estate plan. No matter the case, our team can help. We are committed to giving you the personalized legal solutions you need and the exceptional service you deserve.

Our Probate Services

Probate is the legal process that distributes someone’s assets after their death. The person in charge of this distribution is called an “executor.”

If you have been named the executor of a loved one's estate, you may be overwhelmed by the job ahead of you. This can be a confusing time, leaving you unsure of where to turn. 

Don’t panic. Our lawyers can help you navigate the process. We can oversee the process and help make sure that you are fulfilling your executor duties correctly.

Our probate services include:

• Probate administration

Avoiding Probate

If you are planning for your estate, our team can also help you create a comprehensive plan that allows your loved ones to bypass probate altogether. We understand that probate is complex and time-consuming, so we are here to help you find alternatives.

Estate Tax Planning

When you are planning for your estate, you must factor taxes into your plan. Different types of estate taxes can affect the transfer of your assets. 

Both federal and state estate taxes apply to property transfers, and each has its own threshold and tax rate. Understanding these thresholds can help reduce or eliminate the tax burden, allowing your beneficiaries to receive more of your assets. 

Our team utilizes numerous strategies to minimize the impact of estate taxes. For instance, we can incorporate various trusts and gifting strategies into your plan. By working with us, you can create a customized tax planning strategy that meets your needs and ensures your assets go where you intend.

Asset Protection

Asset protection is an integral part of any good estate plan. It provides a safety net for your hard-earned assets, protecting them from unforeseen circumstances. 

The asset protection process involves shielding your assets from creditors, legal actions, and taxation. 

To safeguard your assets effectively, we can help you create a trust or establish a business entity that manages your property. 

Additionally, we can help keep your estate plan up-to-date. Our team can revisit your plan with you over time, making sure to incorporate any life changes. We are here to help keep your assets secure, no matter what comes.

Why Choose Feldman Law Group?

When you choose Feldman Law Group, you can expect:

• Convenient office hours
• Responsive communication
• Personalized legal solutions
• Cost-effective representation
• Evening and weekend appointments
• Compassionate, one-on-one attention

To meet with our Orinda estate planning lawyers, reach out to us online.