Free Living Trust DVD when you call
This law firm was established in Glendale during November 1994, and has continued to serve the Los Angeles and Orange County areas since then. For the past fifteen years, we have averaged between 120 to 150 living trusts per year. We make it simple and quick to set up a living trust along with the other necessary documents. We do everything we can to educate our clients so that they understand the process.Example cases
I have handled estate planning for at least two clients who have won the lottery. A typical case would involve a husband and wife with assets under $2,000,000. I have very few wealthy clients. Most of my clients need to make sure that their house does not go through probate.
100 West Broadway
Glendale CA 91210
Yes. Free by telephone for 15 minutes. At my office, one hour for $100.
Yes. A simple living trust with all the necessary documents and one transfer deed would cost $1,500. For a complex trust, add $300. For each additional transfer deed, add $200. For a corporation, add $300 for the corporate resolution. For a special needs trust, add $300.
$200 per hour for trust administration and estate planning.
Monday through Friday
9:00 a.m. to 5:00 p.m
10:00 a.m. to 4:00 p.m.
Emergency after hours by cell phone: (818)720-5774.
I did some estate planning in my first three years of practice and I enjoyed it. I come from a large family (28 cousins) and I like helping families. After twelve years of litigation, I decided that I would pursue the career I wanted, and that was estate planning.
I send each potential client a 25 minute DVD entitled "How to Disinherit the IRS." This DVD helps my clients understand estate planning and living trusts before they walk into my office. I believe that a well educated client makes good decisions and feels has peace of mind after completing the process.
None. I believe that a client should consult with an attorney from the beginning to make sure the documents are correct.
I find that it is easier and quicker to retain the attorney to handle all of the documents. I generally do not coach clients who want to represent themselves.
Before becoming an estate planning attorney in 1994, I worked as a Supervising Attorney with the Automobile Club of Southern California. I was a litigator for twelve years before switching to my living trust practice.
At age 16, I became a box boy in a grocery store. I learned that the best thing about the job was the people and the worst thing about the job was the people. I learned to evaluate people and this skill has been developed throughout my 15 years as an estate planning attorney. I had many hard working jobs in college which have helped me appreciate a job where you think for a living.
My strengths are my experience, my problem-solving ability, and my office system. We are able to quickly set up living trusts for clients and make it simple for them. My style is very relaxed and personal. I am human and so are my clients. I treat them the way I would want to be treated.Personal interests:
• Huntington Museum
• UCLA Football
• UCLA Basketball
• High School Football and Golf
Bar Number: 093041
Loyola Law School Los Angeles
Juris Doctor, 1979
University of California at Los Angeles (UCLA)
Bachelor of Arts, 1975
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