(805) 492-4044
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what we do
Estate and Trust Planning * Trust and Probate Administration and Litigation * Income and Estate Tax Planning * Transactional Business Matters
My law practice is concentrated in the areas of estate planning, probate, trust, tax and business law matters. I assist individuals and families in establishing simple or complex estate plans, including living trusts, wills, durable powers of attorney for property management, and advanced medical directives. I represent trustees in administering trusts, executors in administering probate estates, and conservators in proceedings involving probate court conservatorships. I also represent clients involved in probate or trust litigation matters. I assist clients with income and estate tax planning issues connected to their estate plans, as well as issues involving business succession planning. I also handle a wide variety of transactional business matters.