Located in Goleta, California; minutes north of Santa Barbara.
Our practice is focused on estate matters in the Santa Barbara area, including:
Assisting clients in documenting their estate plans
Representing individual and corporate trustees and executors in administering estates and funding sub-trusts
Advising trustees, agents, family members and other concerned persons when a loved one has become incapacitated and is no longer able to handle their own affairs
Advising trustees regarding their duties in administering continuing trusts
Advising beneficiaries regarding their rights and inheritances
Assisting clients with related real estate issues
We provide high quality and cost-effective legal services to individuals, trustees and estates in the Santa Barbara area. We are committed to giving personal attention to each client, no matter how small or big the issue.
Whether a client’s estate is modest or substantial, a properly drafted estate plan provides clear instruction in the event of the client’s incapacity and/or death. A properly drafted estate plan not only provides peace of mind, but will avoid costly court-supervised probate and/or conservatorship proceedings. In addition, a properly drafted estate plan can avoid or minimize taxes, protect minor beneficiaries and ensure that the client’s estate is distributed according to his/her wishes.
While we have chosen to focus our practice on estate planning and administration, we have years of experience handling real estate, business, and litigation matters, giving us useful knowledge of areas of law that often overlap with estate planning and administration.