I have been a Certified Specialist in Estate Planning, Probate and Trust Law by the... more
I have been a Certified Specialist in Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization since 2003. I truly enjoy what I do. I help families prepare a complete esate plan, including a revocable living trust to avoid probate and reduce estate taxes, pour-over wills, powers of attorney for finances, advance health care directives and transferring ... view profile
Ihave beena practicing attorney for 21 years. I have two major specialties. First, I... more
Ihave beena practicing attorney for 21 years. I have two major specialties. First, I specialize in wills, trusts, and estates, including estate planning and drafting, as well as probate and trust administration. My other speciality is assisting and representing people who have been wrongfully denied medical and/or disability benefits, either under group plans throughemployment or individually-p... view profile
Daniel J. Wilson was admitted to the California Bar in 2012. Daniel graduated from... more
Daniel J. Wilson was admitted to the California Bar in 2012. Daniel graduated from the University of San Diego, School of Law with a Juris Doctor (JD). Upon completion of his JD degree, Daniel obtained his Master of Laws in Taxation (LL.M. Taxation) from the University of San Diego. Daniel was part of the first graduating class of the University of California, Merced in 2009, and received his... view profile
A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the person who creates the trust defines the scope of the trustee's power. There are many different trust types, including probate trusts, income trusts, spendthrift trusts, and educational trusts. For example, a living trust allows you to manage your property while you are alive and to direct who will manage it if you become incapable of doing so. In essence, you choose your own “guardian” in advance and avoid having the court do it for you. A trust attorney reviews the many reasons for establishing a trust with you, and can ensure your trust will be legally valid.