Rancho Cordova, California Estate Planning Lawyers
Experienced, Dedicated & Caring Estate Planning Counsel & Legal Representation!
California Estate Planning Attorney with 27 years experience
- (916) 525-9455
- Free Consultation
California Estate Planning Lawyer
- (916) 290-7560
- Free Consultation
Gold River, CA 95670
Santa Clara University School of Law and University of California - Irvine
Mather, CA 95655
University of the Pacific, McGeorge School of Law
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,...
After graduating in 1991 with her Bachelor of Arts in French, Nancy spent several years teaching elementary school in Northern California and Oregon. In 1996, Nancy began her second career in Human Resources and Payroll when she was hired at Paychex, Inc. Even...
Jonathan P. Huber, the firm's founder, is certified as an Estate Planning, Trust & Probate Law specialist by The State...
Rancho Cordova 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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