Wills, Trusts & Estates

I enjoy working with clients who are interested in finding estate planning and probate solutions to meet their needs. I prefer to work with clients who are committed to creating a complete, high-quality estate plan. I also prefer to work with clients who understand that the assistance of counsel in probate matters can ease their burden.

• Estate Taxes & Gift Taxes
• Power of Attorney

• Drafting Trusts
• Drafting Wills
• Estate Administration
• Estate Planning
• Living Trusts
• Living Wills
• Probate

CA, Jun 2003
Bar Number: 225500

California Superior Courts

California State Bar; Los Angeles County Bar Association; Orange County Bar Association.

I attend continuing legal education seminars with a focus on estate planning and probate issues. I always fulfill at least the minimum required hours for continuing education.

I have assisted clients in creating estate plans using revocable trusts, wills, powers of attorney, and other planning strategies.
I have handled all aspects of guardianship and conservatorship matters from inception through administration and termination.
I have assisted many clients with probating estates and handling trust administrations.

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California

Trust Law Group provides quality legal services and advice to individuals in need of estate planning and assistance with probate matters. We are committed to building long-term relationships with our clients while assisting them in carrying out their wishes in today's ever-changing legal landscape. We understand the personal nature of these matters and will help our clients, within the appropriate legal and ethical constraints, to achieve their goals and to protect their interests. We believe that estate planning is a continual process that must be revisited regularly to ensure that goals are still being met. We understand that many probate matters can span long periods and believe that by building relationships from the beginning, we can better assist our clients in handling these matters.

Trust Law Group was established in 2006 after the closing of my prior firm due to the untimely death of its owner. I decided to take the initiative to open my own practice so that I could continue to serve the clients with whom I had built relationships.

After law school, but prior to beginning my legal career, I worked for the IRS in Washington, DC. I worked in the Tax Exempt Organizations Division planning workshops and other educational items to assist small and mid-sized charities in understanding their responsibilities to maintain their tax exempt status. I began my legal career working for a small estate planning and probate firm in Glendale, California, where I gained considerable experience handling all aspects of probate and estate planning matters.

I am active in my local bar associations and other community organizations. Additionally, as Trust Law Group is a new firm, I am actively working to market our services to those who would benefit from our assistance.

None

(310) 584-1260

Monday through Friday
8:30 a.m. to 5:30 p.m.,
weekends and after hours by
appointment.

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None

Laguna Beach, CA
Laguna Beach, CA
(949) 309-3236

For basic estate plans, including a trust, will, durable power of attorney, health care directive, and transfer of one piece of real property, the fixed fee is generally $1,500 for a single person and $2,500 for a couple; however, these prices may vary depending on the complexity of the estate plan. Probate administrations are a fixed fee based on the statutory compensation as laid out in the Probate Code.

$250 per hour; $300 per hour in court-supervised matters.

I offer a free half hour initial consultation; however, this does not include any document review or specific legal advice.

Typically one-half of any fixed fee service or $1,500 for other services. Probate administrations, guardianships, and conservatorships generally do not require a retainer unless the matter will be contested or involve litigation.