~ Estate Planning: wills, trusts, advance health care directives, durable powers of attorney, special needs trusts, same-sex couples estate planning (same fees as opposite-sex couples)
~ Trust Administration: representing trustees in administering a trust
~ Probate: including decedents' estates, spousal property petitions, and other probate court matters
~ Beneficiary Representation: representing beneficiaries' rights and interests through the trust administration or probate administration process
*** Mobile services available! If you cannot come to my office, I can come to your home or hospital for onsite estate planning services. ***
I tailor my estate plans to clients' needs. For example, for some clients I include incentives in trust instruments for beneficiaries to complete college. For other clients I include language indicating the reasons for certain decisions, with an eye toward reducing the likeliness of litigation. I have created special needs trusts. I have successfully petitioned the probate court to modify a trust. I have successfully represented several people in battles over who would become the personal representative in a probate. I have represented several beneficiaries of trusts who were not being treated properly by trustees.
Yes — 1 hour initial consultation is free for estate planning clients.
I am able to complete most estate plans for a flat fee. The amount of the flat fee depends on the particulars of a given case.
For Probates, the fees are set by law as a percentage of the gross value of the estate.
Monday through Friday 9:00 A.M. to 4:30 P.M. However, I am often available after hours.
I speak conversational Hebrew.
I am a solo practitioner. The efficiency of a solo practitioner is that I never need to learn anything about a case in order to come up to speed.
Most litigated matters are settled through mediation. I am trained in collaborative law for trusts and estates.
I have provided low fee services for those with limited means.
Although I do not offer psychotherapy or psychological counseling, my background as a therapist offer a unique perspective to the services I provide. I practiced psychotherapy with a client-centered approach and I bring that to my law practice. That means that I really listen to each client and allow the client's needs and values to guide my services. I never try to fit the client into a mold that is convenient for me.
I appreciate it when clients educate themselves on legal issues and I am happy to help in that regard. As a client-centered practitioner, I follow the client's goals and values. Thus, for clients who want a lot of information about the law, I am happy to oblige. Likewise, for clients who prefer that I take care of matters and offer them a basic explanation, I can accommodate those desires.
After several years practicing psychotherapy as a Licensed Marriage and Family Therapist, I changed career to law.* Four days before I took the LSAT, my daughter was born. During my third year of law school, my son was born. The career change was not easy but it was worth it, because I truly love what I do. My background as a therapist give me a unique ability in implementing a client-centered approach to my trust and estate practice.
Prior to practicing law at a top trusts and estates law firm in San Jose, and I was an intern to the Honorable Mary Anne Grilli at the Santa Clara County Probate Court. After a stint at the law firm, I opened my own practice in Palo Alto. I enjoy the personalized service I can provide as a solo practitioner and I feel strongly that my clients are better served as a result.
*Note: I do not offer psychotherapy or psychological counseling.
The efficiency of a solo practitioner is that I never need to learn anything about a case in order to come up to speed.
* Nolo has confirmed that every member attorney has a valid license and is in good standing with the state agency that licenses lawyers. Any past disbarments and suspensions (with possible exceptions for minor violations or nonpayment of dues, in our discretion) will be indicated accordingly in the badge. Member attorneys are required to notify Nolo immediately if they become the subject of any disciplinary action by any state licensing agency.