Posted by Leonard | November 13, 2019 | Hired Attorney | Estate Planning

Demystified Estate Planning

My wife and I have engaged Mr Drobny to help us prepare our Wills, Family Trust, and Powers of Attorney for Financial Management and Advance Health Care Directives. Throughout the entire estate planning process, Mr Drobny has explained options and recommendations in a very understandable manner. He h...as proven to be highly knowledgeable and empathetic. He and his office team have kept us informed throughout the process, and have responded to questions in a very timely manner. We have no hesitation in recommending Mr Drobny in respect of all aspects of estate planning.

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Posted by Bruce | October 29, 2019 | Hired Attorney | Estate Planning

Mark Drobny did an excellent job in preparing our will.

I give Mark Drobny of Drobny Law Offices 5 stars for doing an excellent job preparing my Will. As part of preparing my Will, he gave me bound copies of my Will, Restated Trust, Durable Powers of Attorney for Financial Management and Advance Health Care Directives. He included five (5) unbound copie...s of my Advance Health Care Directives to be given to my primary care physician and my agents and alternate agents for health care decisions. He retained the original documents in his office in a fireproof safe. He also included two (2) Advance Health Care ID Cards, on to be kept with my driver’s license, and the other in the console of my car. I also received an Estate Planning binder containing copies of my executed documents, as well as ten (10) extra copies of my Certification of Trust and five (5) extra copies of my Advance Health Care Directive. I also received instruction on acquiring new real property, savings accounts, certificates of deposit, treasury bills, stocks, bonds and other property that might be subject to probate. These are to be taken in the name of the Family Revocable Trust which Mark Drobny amended and restated in their entirety. I received ten (10) copies of the Certification of my Trust which can be used when this occurs. This Certification of my Trust can be given to people when they ask for a copy of my Trust. The Certification has the relevant information they need, and not the entire Trust document which has confidential information. I was also given information on changing the secondary/contingent beneficiary designation on any new IRA’s, pensions, annuities, etc. to the “Trust” which Mark Drobny restated. I was also given information on changing the secondary/contingent beneficiary designation on any new life insurance policies to the “Trust” which Mark Drobny restated. I was also given information on changing the secondary/contingent beneficiary designation on any new savings accounts, certificates of deposit, securities, treasury bills, etc. to the “Trust” which Mark Drobny restated. As I waited in Mark Drobny’s office, I read his commitment to helping others receive a higher education. Mark received the CSUS President’s medal for Distinguished Service in June of 2014. He formed or chaired the planned giving committees for many major Northern California charities and is one of the region’s top experts on Charitable Remainder Trusts and other Planned Giving concepts. Mark has been a member of The Sacramento Estate Planning Council since 1982, was the founding editor of their monthly newsletter, and a member of their Board of Directors for eight years. Mark has served as a Judge Pro Tem for the Sacramento Superior Court’s Probate division for over 20 years. While meeting with Mark, he did not suggest or infer that a Charitable Remainder Trust or Planned Giving is something we should do.

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Posted by wai | October 24, 2019 | Hired Attorney | Estate Planning

Ms.

This is the second time that I had Mark update our trust. Our trust is quite different from the normal trust and Mark worked with us to get the language correct and allowed us to make changes without charging us.

Posted by anonymous | October 03, 2019 | Hired Attorney | Trusts

Special Needs Sensitivity

I hired Mark Drobny, a specialist in trusts and tax law. I have a son with special needs. Mark was sensitive to these needs and easy to communicate with. His knowledge and experience allowed him to address these issues as well as others included in the trust. Very helpful.

Posted by Lou | September 09, 2019 | Hired Attorney | Trusts

Great Job with a joint trust

Met one of Mark's employees in a social setting and got a good vibe about what his firm could do me. I had interviewed several other attorney's recently since I had terminated another firm for failing to complete a trust for my wife and I after 8 months. After meeting with Mark and eventually hirin...g him, the process was completed within a month. Everyone was easy and great to work with and made the process easy and painless. Would definitely recommend him to all my friends and family....

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Mark Steven Drobny

About Mark

Biography

Providing estate planning and estate administration for families and businesses since 1989.

Practice Areas

Fees and Rates

Licenses

Licensed in California for 45 years

Location

Drobny Law Offices, Inc.

Drobny Law Offices, Inc.

Drobny Law Offices, Inc.

Drobny Law Offices