Wills, Trusts & Estates

I prefer to handle cases involving estate planning, wills, trusts, power of attorneys, probate, and conservatorships.

• Estate Taxes & Gift Taxes
• Power of Attorney
• Tax Planning

• Charitable Giving
• Charitable Trusts
• Drafting Trusts
• Drafting Wills
• Estate Administration
• Estate Planning
• Living Trusts
• Living Wills
• Probate
• Asset Protection
• Guardianship
• Power of Attorney
• Business Succession Planning
• Special Needs Trust
• Supplemental Needs Trust
• Revocable Trust & Irrevocable Trust

CA, Jun 2005
Bar Number: 236565

California state and Federal courts.

Los Angeles County Bar Association, San Bernardino County Bar Association, and Western San Bernardino County Bar Association.

I attend continuing legal education classes in estate planning, probate, taxation, and elder law.

I was published in the Journal of Juvenile Law.

Once, a widower came in to my office. He and his wife had created a trust many years before but had never funded it. I assisted their family in probating assets solely in the deceased wife's name, and in properly funding the trust to avoid the same thing happening in the event of the husband's death.

Another case I handled involved a husband and wife who wanted to create a simple will. After talking to them I found that a will would cause two problems: A) their estate would go through probate because it was over $100k, and B) their adult child, who was severely handicapped, would have been disqualified from all of her own benefits by virtue of receiving an inheritance. I was able to set up an ongoing special needs trust which allowed the daughter to receive the inheritance without losing benefits, and avoiding probate.

1

California

The focus of my firm is on assisting individuals with planning for death or incapacity. We help people prepare wills, trusts, power of attorneys, health care directives, special needs trusts, irrevocable trusts, and entity formation. We also assist in administering estates after death.

The firm was established in 2005 in Claremont, California.

I have worked in the legal profession since the early 90s. Previously, I worked for small, medium and large law firms in various positions from receptionist up. For five years prior to becoming an attorney, I worked as senior paralegal for a boutique estate planning firm.

I have done some pro bono work for the local legal aid.

Lacey Johnson.

(909) 625-0226

Monday through Friday 8:00 a.m. to 5:00 p.m.

No

No

We charge $1,000 to $2,000 for estate planning in most circumstances.

$250 per hour.

Yes, we offer a free initial consultation of approximately a half-hour in most circumstances.

For estate planning, I use flat fees and require half upfront, and half upon completion of the case.
For litigation, I require a retainer of $2,500 to $5,000 depending on the case.