Wills, Trusts & Estates

I prefer to assist clients desiring to create an estate plan and clients struggling to resolve probate or trust issues.

• 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
• Guardianship
• Power of Attorney
• Special Needs Trust
• Revocable Trust & Irrevocable Trust

CA, Dec 1991
Bar Number: 155112

Superior Court of California, U.S. District Court, Eastern District.

California State Bar, Sacramento County Bar Association, State Bar Trusts and Estates Section.

I am a frequent presenter for CEB continuing education courses sponsored by the California State Bar Association. I also attend continuing legal education seminars in Estate Planning, Probate and Trust areas.

In two different Elder Abuse litigation matters, I recovered substantial assets from third parties for elder clients.

I represented numerous beneficiaries and trustees in litigation arising from trust administration issues, obtaining return of trust monies and accountability from trustees.

I have also successfully defended fiduciaries (trustees) from accusations of breach of their fiduciary duty in administration of trusts.

6

California and Nevada

I was hired by Berding & Weil LLP's Sacramento office in 1997. Baydaline & Jacobsen was initially established as Stein & Baydaline and evolved from the Sacramento Berding & Weil office in 2001. From 1997 to the present I have headed the estate planning division committed to serve the needs of clients. Other practice areas in the firm include Community Association Law, Real Estate Law and Development and Civil Litigation.

My practice focuses entirely on Estate Planning, including pre and post death wealth transfers, tax planning, probate and trust administration and the resolution of litigation that can arise in these areas. I also handle Special Needs Trust creation and administration, as a part of personal estate planning and court creation arising from litigation involving disabled persons. I also assist clients in guardianship, conservatorship, and litigation regarding elder abuse.

I worked as a secretary and paralegal for over 20 years. After law school graduation in 1991, I was hired as an associate attorney in the Estate and Tax Planning Department of Greive, Clifford, Diepenbrock and Paras for 2 years, and worked as a solo practitioner until I was hired at Stein & Baydaline in 1997. I became an Estate Planning partner with Stein & Baydaline (now Baydaline & Jacobsen, LLP) in 2004.

• Adjunct Law School Professor.
• Singer Law School, Rocklin (became Justice School of Law).
• Lorenzo Patino School of Law, teaching Wills, Trusts, and Federal Estate Tax.
• Taught Probate Administration as a paralegal course for MTI Institute, Sacramento for 2 years.
• Sat as Judge Pro Tem for probate and conservatorship calendars, Placer County Superior Court 2006.
• Received American Jurisprudence Award, UCC, Lincoln Law School 1991.

(916) 669-3501

Monday through Friday
8:30 a.m. to 5:00 p.m.

No

I can usually quote a fixed fee of $1,800 to $3,500 for a comprehensive estate plan for clients, depending on the time I anticipate spending on the client's project. When litigation counsel retains me to create and obtain court approval of a special needs trust for the benefit of a disabled party, I can often quote a fixed fee ranging from $5,000 to $7,500. The remainder of my fees would be based on an hourly rate with the exception of probate administration which is set by state law.

I bill $300 per hour. My associate attorneys are billed at lesser rates ($185 to $225 per hour).

Usually an initial consultation is an hour, and not charged if the client retains me for further work.

Retainers depend upon the type of case I will be working on for the client.