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Nancy W. Green
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Nancy W. Green
Stewart, Green & Mc Gowan
26415 Carmel Rancho Blvd.
Suite A
Carmel, CA 93923
Phone: (831) 624-6473 | Fax: (831) 624-6639
Nancy W. Green, Stewart, Green & McGowan.
Legal Topic
Wills, Trusts & Estates
Preferred New Clients
My preference is to assist clients in planning and administering their estates so that there is a plan for health care and financial affairs in place in the event of incapacity during their lifetimes, and a plan to avoid probate and unnecessary estate taxes on death.
My preference is to work with executors, trustees or beneficiaries to administer the estate in a timely manner without delay.
Sub-Categories
Taxes
- Estate Taxes & Gift Taxes
- Power of Attorney
- Property Taxes
- Tax Planning
- Charitable Giving
- Charitable Trusts
- Drafting Trusts
- Drafting Wills
- Estate Administration
- Estate Planning
- Living Trusts
- Living Wills
- Probate
Bar Admissions
CA, Dec 1979
Bar Number: 90686
Specialty Certifications
Estate Planning, Trust and Probate Law
Other Court Admissions
All California Courts
Association Memberships
California State Bar Association, Monterey County Bar Association
Continuing Education
As a certified specialist I attend at least 35 hours of continuing education courses and approximately 30 more hours of other courses.
Papers and Publications
No
Example Cases
We represented the daughter of a decedent in a probate proceeding. The decedent had never admitted to her daughter that she was her mother but they had lived together or close to one another all during the decedent's lifetime. Our client prevailed as the sole beneficiary of the estate.
We have represented beneficiaries, trustees and executors in contested proceedings with regard to the administration and distribution of an estate or trust.
Education
Degree:
B.S.
School:
California Polytechnic University
City:
San Luis Obispo
State:
CA
Year:
1965
Focus and Accomplishments:
Social Science
Degree:
J.D.
School:
Hastings College of the Law
City:
San Francisco
State:
CA
Year:
1979
Focus and Accomplishments:
Law Degree
Degree:
L.L.M.
School:
Golden Gate University, School of Law
City:
San Francisco
State:
CA
Year:
1991
Focus and Accomplishments:
Taxation
Degree:
M.A.
School:
University of California at Barbara
City:
Santa Barbara
State:
CA
Year:
1967
Focus and Accomplishments:
Political Science
Number of Attorneys
3
State Licensed In
California
Firm Focus and History
The firm focus is estate planning and administration, probate, will contests, elder law and medi-cal planning. The firm has been in existence since 1987.
Previous Employment Summary
I have practiced law since 1980. Prior to that time I was the mother of three growing boys, a college instructor and a business owner. I was also a professional figure skater touring with Sonia Henie and other ice shows ( in my "salad days" to quote Shakespeare).
Activities and Awards
I am an active member and past president of the Monterey Peninsula League of Women Voters and a past board member of the California State League of Women Voters, involved in advocacy and education on issues, voter service and acting as moderator at candidate forums. I also serve on the board of the Monterey Peninsula College Foundation.
What is your opinion regarding clients educating themselves on legal issues?
I think it is an excellent idea and we should not underestimate their ability to do so.
Are you willing to review documents prepared by clients?
I am happy to review documents and to inform clients when I think they are in over their heads.
Are you willing to coach clients who want to represent themselves?
I am very willing to do this if it is a Small Claims matter, such as a landlord tenant dispute, in which I believe the client is prepared to represent himself adequately.
Why did you decide to be a lawyer?
My motto is "Go For It", so that may express my personality along with my second favorite expression "Why Not". There have been lawyers in my family since Elizabeth the First, of England. Pre-destination? I enjoy the practice, the challenge of law, the idea that I am helping people because of my legal training and hopefully making a contribution to society as well.
What work experience and education helps you be a better lawyer?
Every day brings new and different challenges. Every matter is unique in some way, but I lean on past experience not only in the law but from life itself. Keeping current is very important. Having the education and experience to be a certified specialist has made a big difference in my ability to act in the best interest of my clients.
Why did you decide on your primary area of practice?
It was happenstance. While I was in law school a good friend died and named me executor of her holographic will. Yikes! That was my introduction to this area of law and I found I enjoyed it enough to take an advance degree in tax and to become a State Bar certified specialist.
What do you like best about your career?
What I like best is the challenge in solving problems to the satisfaction of my clients. Each case is different, because people and their needs are different. I miss my clients when they are no longer with us, but am compensated somewhat by the fact that we are carrying out their wishes in the administration of the estate or trust.
Tell us about your law firm:
We have three lawyers and four staff. It is a very cohesive group.
What are your strengths and style?
Experience is a great asset in any field. Common sense is important as well.
I am well organized and tend to want to complete each project as quickly as possible.
Personal Interests:
I enjoy family and friends, figure skating tennis, traveling, cooking, theater, ballet, symphony etc.
Office Manager/Assistant
Bonnie Pinkham
Fax
(831) 624-6639
Office Hours
Monday through Friday
8:00 a.m. to 5:00 p.m.
Emergency After Hours
No
Foreign Languages
None
Fixed-Price Services and Fees
Fixed price depends on the complexity of the service but generally fees start at about $1000.00 for drafting a Will, Advance Health Care Directive and Durable Power for Financial Affairs. However, most clients are advised to have a trust as well and the rate for the estate plan increases in relation to the issues involved, generally around $2500.00
Hourly Rates
$250 per hour, paralegal $125
Free Initial Consultation?
Free 30 minute initial consultation
Typical Retainer
$1000 or one half of the fee agreed upon
Nolo's Licensing Check
Attorneys have passed a licensing check. Nolo has confirmed that every member attorney has a valid license and is in good standing with the applicable bar associations upon joining the directory.
Directory lawyers are required to notify Nolo immediately if they become the subject of any disciplinary action by any bar association.
