Beth Larssen
Law Office of Beth Larssen
5213 El Mercado Pkwy.
Suite G
Santa Rosa, CA 95403
Map
Phone: (707) 544-6776 | Fax: (707) 577-7313
Small Office Attention: Trusts/Estates, Elder, Business
Legal Topic
Estate Planning
Preferred New Clients
It gives me great satisfaction to work collegially with clients of all ages to (1) create an estate plan expressing the client's goals, (2) help ease administration of an estate or trust, or (3) create an agreement to prevent future property disputes.
Sub-Topics
Charitable Giving
Living Wills
Probate & Estate Administration
Tax Law
- Estate Taxes & Gift Taxes
- IRS Disputes
- Negotiating IRS Payments & Settlements
- Power of Attorney
- Property Taxes
- Tax Planning
Trusts
- Charitable Trusts
- Living Trusts
Wills
Bar Admissions
CA, Dec 2000
Bar Number: 212008
Other Court Admissions
California State Courts
Association Memberships
State Bar of California; Sonoma County Bar Association
Continuing Education
I consistently complete about five times the hours required by the State Bar for continuing education. In addition, I attend out-of-state intensive programs in estate planning and elder law.
Example Cases
I represented through trial a case between a daughter and her step-father. The issues centered on financial and physical abuse of the mother during her lifetime and interpretation of the mother's estate plan. My work ranged from inventorying the disputed furniture to working closely with the CPA in analyzing financial records.
A settlement was negotiated between a surviving spouse and her step-children that put in place a neutral trustee as a buffer. The spouse felt she was protected from the step-children's greed; the step-children felt the spouse was protected from financial abuse by other family members and caregivers. The outcome permitted the spouse to continue to live independently in her home.
Education
Empire College School of Law
J.D.
Santa Rosa
CA
2000
Cum Laude
Thornhill Scholarship, Torts Award
Sonoma State University
Attorney Assistant Certification
Rohnert Park
CA
1984
Cum Laude
Paragon Award nominee (Bar Association)
California State University Hayward
B.A.
Hayward
CA
1972
Cum Laude
University Student Body Secretary
Number of Attorneys
1
State Licensed In
California
Firm Focus and History
This firm was established in 2001 with the intent of providing personalized service in a smaller office environment.
From the beginning, I focused on estates and trusts, elder law and business: the same areas I had worked in the prior ten years as a paralegal. In particular, the hands-on work advocating to keep elders at their highest level of independence in the 1990s has provided a wealth of practical experience to help clients and their families in not only planning for the future with estate planning, but in working through the family dynamics and administration needed at the time of incapacity or death.
It is especially effective helping a client with both estate and business planning.
Previous Employment Summary
I had worked as a paralegal starting in 1980 in personal injury. Since 1990, my focus has been estate planning, elder law, and business law.
I have also worked in business. The spectrum of employment included being a sole proprietor of a dessert baking business, providing customer service for a local insurance and retirement planning office, and working for a mid-size manufacturing corporation.
Activities and Awards
I am past president of the Redwood Empire Estate Planning Council and I designed and implemented an educational outreach program for our county that provides speaker panels of professionals, working in an interdisciplinary team.
I support Justice Ministry, a Sonoma County legal service for poor people.
I coordinated one of the first foreign student home-stay programs in this county, have served as president of a local classical music organization, have been moderator of my church and currently coordinate semi-annual women's retreats.
What is your opinion regarding clients educating themselves on legal issues?
I am delighted when clients have actively pursued self-education about their legal issues and concerns. An informed client can make informed decisions and more clearly communicate their goals on the relevant legal issues. This enhances our conversation and helps me serve the client more efficiently.
Are you willing to review documents prepared by clients?
Clients who have prepared documents often have done much of the difficult decision-making and have given careful thought in the process. While I am always respectful of the work involved, I will always require that any document meet professional standards.
Are you willing to coach clients who want to represent themselves?
The major focus of my practice is transactional (wills, trusts, agreements), so most of my clients do not need to make any court appearances.
Why did you decide to be a lawyer?
In 1992, I began helping administering trusts for elderly clients of an attorney who became trustee. I thoroughly enjoyed the challenge of providing the highest level of independence for these clients while advocating within the legal, medical, financial, employment, and property management arenas. At the same time, I saw the power of the estate planning tools to effect an orderly transition for the elderly clients -- without court intervention. I enjoyed drafting documents that would set that orderliness in place and reflect the client's personal desires.
The years I was doing this work, I also was the primary caregiver for a family member with Alzheimer's Disease. The work for clients informed and complemented the help to the family member.
I had found an area of law that could match my values. Advocating for the safety of elders and the disabled is important to my personal belief in social justice.
What work experience and education helps you be a better lawyer?
I think I developed skills in explaining legal concepts and processes in "normal people language" during the years I worked as a paralegal, and that has served me well as an attorney.
I have aggressively pursued continuing education since becoming a lawyer, including a two-week intensive American Bar Association estate planning course in Atlanta, State Bar convention coursework, and National Academy of Elder Law Attorney education seminars and annual education seminars through National Academy of Elder Law Attorneys. I am past president of the Redwood Empire Estate Planning Council, a part of the National Association of Estate Planners and Councils.
Why did you decide on your primary area of practice?
It gives me more satisfaction to creatively prevent issues than to litigate them.
I began working in law in 1980 in a litigation practice, gathering information from clients and helping them be prepared for depositions or trial. However, in the 1990s when I worked in the areas of estate planning, elder law and business, I truly appreciated close interaction with clients in proactive practice of law.
What do you like best about your career?
Learning people's stories! This helps me better understand how to serve them -- in drafting planning documents that will reflect their wishes, by the way I assist them in estate and trust administration, and in advocating for them in the courtroom. I enjoy helping people get through difficult times.
Tell us about your law firm:
Jennifer Bedoka is our office administrator and has backgrounds in the hospitality industry and medical assisting.
Christine Hunsicker is an author and book editor who became a certified paralegal in 1996. She worked at the Council on Aging on Sonoma County and for private attorneys prior to joining our staff.
Arvan Williams, a fiduciary accountant, prepares accountings for use in court and for trust or estate administration.
Brenda Cunningham is a member of Lambda Epsilon Chi (LEX), a national honor society for paralegals. Prior to becoming a paralegal, Brenda was a travel counselor; she brings her love of research and client interaction to her new career.
What are your strengths and style?
I work well with families and individuals in transition, bringing compassion and experience from my own personal life and from many years of working with all kinds of clients -- of all ages -- in many different situations.
I have a collaborative style that would always choose to mediate a dispute, but I do not hesitate to advocate vigorously for a client's best interest.
Working collaboratively with a client's other trusted professionals, for example, CPAs and financial planner, is highly effective and I encourage it in my practice.
Personal Interests:
My husband, adult daughters and I love music, theatre and dance, and I look for any excuse to go to a musical in San Francisco.
Relaxation is living an old-fashioned life in rural Sonoma County: being able to bake, can, sew and play with the dog in such a wonderful place.
Office Manager/Assistant
Jennifer Bedoka
Fax
(707) 577-7313
Office Hours
Monday through Friday
9:00 a.m. to 5:00 p.m.
Emergency After Hours
No
Foreign Languages
None
Fixed-Price Services and Fees
For a new estate plan, a range of fees is quoted after meeting the client, and is based on the estate plan complexity.
The hourly rate applies to amending existing plans, trust administration, elder law, business law, and drafting agreements.
Hourly Rates
$300
Free Initial Consultation?
I regularly offer a half-hour complimentary consultation, whether by telephone or in person.
Typical Retainer
For an estate plan, $400.
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