20880 Redwood Rd., Castro Valley, CA                   Tel: 510.537.6200                    Fax: 510.537.6213       
Frequently Asked Questions

Here is probably more than you’d ever want to know about estate planning and probate. But as always, we want you to have as much knowledge and understanding as possible about the legal process.  Click on any of the questions below to view the answer.

Trust Questions

What is a “living trust?” Do I need one?

How does a trust work?

How do I manage my trust while I am alive?

Will a living trust avoid estate taxes?

Will a living trust protect my assets from creditors?

Will a living trust allow me to qualify for Medi-Cal while still leaving my assets to my children?

I have a disabled child on public benefits. What is a “Special Needs Trust?”
If I have a trust, do I still need a will?

What about those “Trust Seminars,” then? 

If you think you might be interested in a living trust, you may download my trust worksheet here

Powers of Attorney

What is a Power of Attorney?

What is a Durable Power of Attorney?

What is an Advance Health Care Directive or a Durable Power of Attorney for Health Care?

What is a Durable Power of Attorney for Financial Matters?

General Questions

Can I prepare my own will or trust?

Where should I keep my original will and/or trust?

Where should I keep my original Durable Powers of Attorney?

Practicing Primarily In:

Estate Planning

Wills

Living Trusts

Probate

Durable Powers of Attorney

Health Care Directives

Expert Assistance In:

Minimizing estate taxes

Helping your loved ones in the orderly distribution of your estate

Also Practicing In:

Contracts

Pre- and post-nuptial agreements

Real estate matters

Personal injury law, including auto accidents, motorcycle accidents, slip-and-falls