Calaveras County, California Estate Planning Lawyers
Sacramento, CA 95827
University of Miami School of Law and University of Hawai'i at Manoa William S. Richardson School of Law
Kevin’s approach to the practice of law is client-centered. He strives to simplify the lives of his clients in an increasingly complex world. ...
After marrying Joseph in 1996, they formed the Law Offices of Hoffman & Hoffman. Sheri is a Certified Estate Planning Specialist and a member of Wealth Counsel. Sheri’s practice includes all elements necessary to draft a comprehensive estate plan, regardless of...
Mr. Hunt is a member of the National Academy of Elder Law Attorneys and the Sacramento Estate Planning Council. He has served as President, Vice President, and Secretary of the Probate and Estates section of the Sacramento County Bar Association. He currently serves on the Board of Directors for the Sacramento County Bar Association.
Mr. Hunt lectures widely on estate planning topics,...
Serving clients throughout the Manteca-Stockton area and across San Joaquin County and the surrounding areas of Northern California, our law firm's founder, attorney Grant A. Toeppen, has practiced law in our region since 2012, and during that time, our law office has become the trusted source for quality, personalized representation and support to those who have legal needs involving any of the following:
-Probate of Decedent’s Estates
Serving clients throughout Sacramento County and all the surrounding areas of Northern California, our law firm is one of the area's premier estate planning practices, and since this is our sole area of focus, we can provide you with a level of representation and support other law firms simply cannot match with regard to any of the following:
Mather, CA 95655
University of the Pacific, McGeorge School of Law
Estate Planning Lawyers in Nearby Cities
Calaveras County Estate Planning Legal Aid & Pro Bono Services
Carol Miller Justice Center
California Lawyers for the Arts
Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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