I have a boutique firm and limit my practice to matters relating to Estate Planning,... more
I have a boutique firm and limit my practice to matters relating to Estate Planning, including: Wills, Trusts, Elder Law, Guardianships, Conservatorships, Medi-Cal Planning, Advance Health Care Directives, Special Needs Trusts, Veteran’s Benefits. Probate, Will Contests, Business Succession Planning and Business Law in Thousand Oaks and throughout Ventura and Los Angeles Counties. I mainly work... view profile
Steven was born and raised in Simi Valley. After graduating from Simi Valley High... more
Steven was born and raised in Simi Valley. After graduating from Simi Valley High School, Steven enlisted in the United States Air Force as a member of Security Forces (the military police of the Air Force). After completing basic military training and technical training, Steven was stationed at Malmstrom Air Force Base located in Great Falls, Montana. Steven spent the next three an... 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.