We are a small Sacramento-area law firm located in El Dorado Hills, California. We focus on Estate Planning, Trust Administration, Elder Care Medi-Cal Planning and setting up Small Businesses. Our goal is to help you protect your family and assets in a friendly, smart and common sense way.
After doing estate planning over 20 years, I can offer this simple advice: The best estate planning you can do is to maintain good relationships with your family. Estate planning documents are very important to avoid probate and to provide an orderly and efficient transfer of your assets. But the … [Read More...]
Every estate planning attorney has a few clients that play the revolving beneficiary game with their estate plan. They get mad at a child (often for good reason) and amend their living trust to disinherit the child. Two years later they decide to reinstate that child as a beneficiary and amend their … [Read More...]
The Sutter Street Theatre in Folsom is presenting Charlotte's Web each weekend in September and the first weekend in October. Click here for tickets. Directed by Allen Schmeltz, it is great entertainment for the whole family in a wonderful intimate theatre! And if you're lucky, you might get an … [Read More...]
The California courts are becoming quite lenient in ruling that assets are in a trust. Here is the State Bar of California Trust and Estate Section's summary of Carne v. Worthington, filed April 13, 2016, Fourth District. Decedent executed a revocable trust in 1985 (the “1985 Trust”), and real … [Read More...]
Before I met Clark, I had already gone through two others attorneys who said they couldn't meet my unique legal estate planning needs. I wanted a custom, originally crafted Will that incorporated a prospective Heritage Trust. Clark and I had a handshake agreement and he produced everything he said he would on time and on budget. Not only did Clark do a great job, he was fun to work with.
James G. - Sacramento
Just wanted to thank you for making our trust set up so easy! We have been putting off because we were so intimidated by the process but you made it painless!
Julie H. - Folsom
We were impressed by the speed, professionalism and the high level of technology usage. We’ve already referred you twice – we love you guys!
Mile L. - El Dorado Hills
It was a lot easier than we thought. Afterwards we felt a huge relief that no matter what, our children would be taken care of the way we want. Clark helped us through every step of the way and brought things up that we never even contemplated.
John T. - El Dorado Hills
Clark was wonderful to work with. I would have done it much sooner had I known how pleasant it would be, and how much peace of mind it would bring! As a parent, he really understood and addressed our concerns as parents of young children.
Melissa S. - Sacramento