I am a certified specialist in Estate Planning, Trust, and Probate Law. I handle a... more
I am a certified specialist in Estate Planning, Trust, and Probate Law. I handle a wide range of estate planning, trust and probate matters, but a significant amount of my time is spent in post-death matters including probate and trust administration. I am an active member of the community having served on the local school board, the board for Leadership Morgan Hill as well as the Rotary Club ... view profile
I believe that clients should be made aware of what to expect and not expect when... more
I believe that clients should be made aware of what to expect and not expect when initiating litigation and when engaging my services. I do my best to inform the client what may and may not happen in a case and what the possible outcomes may be. It is my job to represent the client and his or her interests as best I can, while always taking into consideration how best to minimize litigation exp... 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.