Wills, Trusts & Estates

I assist individuals and families with estate planning needs which includes the preparation of Wills, Trusts, Powers of Attorney, and Healthcare Directives and the post-death administration of Trusts. I also represent individuals in court for administration of Trusts, Probate Matters, Trust Litigation and Conservatorships.

• Nolo Document Review

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

CA, Dec 2002
Bar Number: 221413

All California Superior Courts and the Court of Appeal of the State of California, Third Appellate District.

(1) California State Bar Association - Trusts and Estates section

(2) American Bar Association - Real Property, Probate and Trust Law, General Practice, Solo and Small Firm Division

(3) Amador County Bar Association

(4) California Association of Nursing Home Reform

(5) Crown Financial Ministries

I dedicate my continuing education hours to the topics of Estate Planning and Elder Law.

Co-Author of, "Nonexempt Employees Must Be Paid For Travel Time," California Employment Law Letter, Vol.12, No.9, July 8, 2002.

I regularly draft estate plans for single, married, or registered domestic partners. I also regularly represent executors and administrators in probate court for the purpose of fulfilling all legal requirements for administrating probate estates. In addition, I represent trustees and beneficiaries in probate court and assist them in resolving administration or trust issues. I represent conservators in Probate Court for the purpose of fulfilling all legal requirements for administrating conservatorship estates.

1

California

My practice focuses on all aspects of Elder Law and Estate Planning, which includes the preparation of Wills, Trusts, Powers of Attorney, Healthcare Directives, and Medi-Cal Planning. I represent clients in court for Probate and Trust Administration and Conservatorships.


On February 1, 2003 I opened my own law practice in Jackson, California. On April 1, 2008 I relocated my practice to a larger office in Jackson, California. I have two paralegals on my staff to assist me in meeting my clients' needs.

Prior to establishing my own law practice I worked for law firms in the San Diego area, specializing in Corporate Real Estate and Employment Law.

I have worked on a pro bono basis for the Amador County Senior Center located in Jackson, California. I have also, on occasion, accepted a pro bono case when I felt the situation was extraordinary and merited such assistance. I regularly present free seminars in the local community for a variety of organizations on the topic of Estate Planning and Elder Law Issues.

Office Manager/Paralegal, Sandra M. Dorendorf and Paralegal, Amber D. Hicks.

(209) 223-7622

Monday through Friday

8:00 a.m. to 5:00 p.m.

Yes

For comprehensive estate planning, including preparation of a package of various documents such as Wills, Will Codicils, Trusts, Trust Amendments, Trust Reinstatements, Power of Attorney, and Healthcare Directives.

I typically charge fixed flat fees ranging between $75 and $1,750 depending on the documents or the package requested. I also charge fixed flat fees for the preparation of joint venture agreements, premarital agreements, and other property agreements.

$250.

I offer a complimentary 30 minute initial consultation for all new clients.

A request for, and the amount of a retainer depends on the type of services I will be providing a client. When a retainer is applicable, it is typically in the range of $500 to $1,500.