My Practice is dedicated to personal service and is client oriented. While all clients meet with the attorney for all their legal needs, our staff provides efficient personal service, insuring that each client's needs are met. With a major focus on the practice of Estate Planning and Probate work, David enjoys giving his clients the personal attention each one needs and deserves.
In many instances, clients are facing new concepts and unique challenges when facing Estate Planning decisions. We are skilled at finding personal and specific solutions to each family's individual situation. After having advised well over 1000 families in Ventura County alone and we can often suggest solutions which the client may not have considered, providing the security and relief of complete planning.
Another focus of the practice is practice as business general counsel, as well as business development. I have worked with businesses large and small to help insure their focus can remain on their business, and not the complex nature of Corporation or LLC requirements.
In many instances, clients are facing new concepts and unique challenges when facing Estate Planning decisions. We are skilled at finding personal and specific solutions to each family's individual situation. After having advised well over 1000 families in Ventura County alone and we can often suggest solutions which the client may not have considered, providing the security and relief of complete planning.
Another focus of the practice is practice as business general counsel, as well as business development. I have worked with businesses large and small to help insure their focus can remain on their business, and not the complex nature of Corporation or LLC requirements.
Services
This Directive grants a power of attorney or agency which is "durable" in that the persons to whom it is given can make health care decisions on your behalf if you are disabled.
Unlike a general power of attorney, your durable special power of attorney will survive your disability.
It is "special" in that it gives its holder only the right to make decisions regarding medical attention and services.
The holder cannot use this power of attorney for any other purpose.
This directive may also include power to make decisions concerning "Do Not Recessitate" Orders, and orders to avoid heroics or extraordinary measures in terminally ill patients.
Unlike a general power of attorney, your durable special power of attorney will survive your disability.
It is "special" in that it gives its holder only the right to make decisions regarding medical attention and services.
The holder cannot use this power of attorney for any other purpose.
This directive may also include power to make decisions concerning "Do Not Recessitate" Orders, and orders to avoid heroics or extraordinary measures in terminally ill patients.
Many persons do not understand their rights when it comes to inheritance and there are many rumors and urban legends which keep beneficiaries from exercising their rights.
If you are in California, and you are a beneficiary or related to the decedent to the 2nd degree you have a right to have a copy of the entirety of the decedent's trust and will.
Failure to provide said copies by the executor / trustee is breach of their fiduciary duties.
Unfortunately, beneficiaries and executors alike often get confused with the no-contest and disinheritance laws when beneficiaries try to exercise their rights to obtain information.
If you are in California, and you are a beneficiary or related to the decedent to the 2nd degree you have a right to have a copy of the entirety of the decedent's trust and will.
Failure to provide said copies by the executor / trustee is breach of their fiduciary duties.
Unfortunately, beneficiaries and executors alike often get confused with the no-contest and disinheritance laws when beneficiaries try to exercise their rights to obtain information.
Real Property (Land and Structures permanently attached to the land) can only be transferred by a written deed, demonstrating the asset transferred to the Revocable Living Trust.
Real Property is typically the single largest asset of the client.
Proper transfer of the asset to the revocable trust is a crucial aspect of the Estate Plan.
Real Property is typically the single largest asset of the client.
Proper transfer of the asset to the revocable trust is a crucial aspect of the Estate Plan.
It is unfortunate when a family needs to plan around a Conservatorship or Guardianship proceeding.
Both proceedings are before the Probate Court and are expensive and time consuming as well as presenting special challenges for the proposed conservatee or ward.
A Conservatorship Proceeding is used for adults; a Guardianship is used for minors.
When an adult has become or is incapacitated, it means that they are unable to make financial or healthcare decisions (or both) for themselves.
Sometimes clients are prepared in advance by the creation of a Power of Attorney (POA) document or an Advance Healthcare Directive (ACHD).
Both proceedings are before the Probate Court and are expensive and time consuming as well as presenting special challenges for the proposed conservatee or ward.
A Conservatorship Proceeding is used for adults; a Guardianship is used for minors.
When an adult has become or is incapacitated, it means that they are unable to make financial or healthcare decisions (or both) for themselves.
Sometimes clients are prepared in advance by the creation of a Power of Attorney (POA) document or an Advance Healthcare Directive (ACHD).
These are just a few of the numerous questions we are regularly asked when friends and clients first began to consider what a complete Estate Plan entails.
Effective plans, like those created in our office, take into consideration all these questions and more.
We use the approach that our client "does not know what they do not know" and it is our responsibility to make sure these questions are answered; even when our client does not think to themselves to ask these types of questions.
Effective plans, like those created in our office, take into consideration all these questions and more.
We use the approach that our client "does not know what they do not know" and it is our responsibility to make sure these questions are answered; even when our client does not think to themselves to ask these types of questions.
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