Moraga Estate Planning Attorneys
Helping You Secure Your Assets
Feldman Law Group understands that estate planning can feel like a confusing, insurmountable task. Our lawyers are here to help make sure your assets and wishes are protected. We have extensive experience handling a wide range of estate planning matters, and we are prepared to put our knowledge to work for you.
Call our office today at (925) 208-4543 to schedule a consultation with a member of our Moraga estate planning team.
Wills
A will is an essential part of most estate plans. It ensures that your assets are distributed according to your wishes after you've passed away.
Without a will, the state can determine who inherits your assets, possibly resulting in property going to people you didn't intend.
In California, you must sign your will in the presence of two witnesses. Our firm can serve as a witness, and we can help you choose another trusted individual as your second.
After you create a will, you should update it periodically. Significant life changes such as marriage, divorce, or the birth of a child have a dramatic impact on your estate, and your will should reflect such changes.
We can help you create a strong will with solid wording, helping ensure that your hard-earned assets go where they should.
Trusts
Trusts provide a level of control that a will cannot offer, and they can save your loved ones from the complexities of probate court. In California, there are several different types of trusts to choose from, each with its own benefits and drawbacks.
For example, a revocable living trust can be changed and updated throughout your lifetime. An irrevocable trust, however, has tax advantages, but it cannot be altered after creation.
Choosing between a will and a trust can be complicated, and you can even use both, depending on your circumstances. Our team can help you create an estate plan that works for you and your loved ones. We can advise you on what should go into a trust, a will, or both.
Our Results
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Denial of Imposed Conservatorship
Aaron Feldman successfully defeated an attempt by the client’s sister to impose conservatorship over their mother and instead had his client named conservator.
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Trustee Removal
Trustee placed the beneficiary in a locked facility and paid an attorney to threaten anyone who tried to help. Attorney Feldman refused to be intimidated and filed a Petition that resulted in the Trustee resigning and the client getting her freedom.
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Established Third Party Beneficiaries
Attorney Feldman successfully appealed to a lower court on behalf of former employees who were suing to enforce compensation provisions contained in the sale agreement of an HP subsidiary.
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Limited Conservatorship
Feldman Law Group filed an emergency petition for a temporary conservatorship which was granted. This gave the parents peace of mind while the permanent petition was pending.
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Consequences of Not Creating a Will
Feldman Law Group successfully defended their client’s estate at a trial in Solano County Superior Court. The case ultimately se
How Can We Help You & Your Family?
Our Reviews
Hear From Families We've Helped
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Everyone involved was a pleasure to work with, always available to answer our questions, and very efficient.
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Don't even need to think about it because they have my back. I am very pleased with the choice I made and I will constantly refer them to people and I know. Aaron.- Samuel J. Rapisardo
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Feldman Law Group helped me in making needed changes to my will and trust. Mr. Feldman and his group went above and beyond, including additional needed items to make it easier for my trustee. Outstanding job, and done very expeditiously and thoughtfully.- Former Client
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I can't thank Aaron enough for protecting me when I desperately needed an experienced and formidable advocate.- Stefanie H.
Medi-Cal Planning
Medi-Cal is a state and federal program aimed at providing healthcare coverage to low-income families and individuals. The qualifications for this program are quite stringent, meaning you qualify only under rigid conditions.
By carefully structuring your estate, you can ensure that you meet Medi-Cal's eligibility criteria. Doing so will help you receive the benefits you need to help you pay for medical expenses.
Planning for Medi-Cal is a complex process. It involves a range of financial and legal considerations. When incorporating Medi-Cal into your estate plan, working with our team can make all the difference. We can guide you through the legal process and make sure your estate is structured to maximize your eligibility for Medi-Cal benefits.
Conservatorships
Conservatorships are legal arrangements that allow a court to appoint a conservator. This person manages someone else's personal and financial affairs. The person who needs a conservator cannot make these decisions themselves because of incapacity or disability.
The conservator's role includes making decisions about healthcare, finances, and daily living activities. California law provides for both permanent and temporary conservatorships, and they can be established for minors and adults.
With careful planning, a conservatorship can provide important protection and support for those in need. They also offer peace of mind for loved ones.
If you are considering a conservatorship as part of your estate plan, consult with our team. We can carefully craft your plan, ensuring that your wishes and goals are properly documented and protected.
We can assist you with all of the following and more:
- Probate
- Guardianships
- Asset protection
- Power of attorney
- Estate tax planning
- Charitable planning
- Revocable living trusts
- Special needs planning
- Advance health care directives
- And much more!
You can schedule time with our Moraga estate planning lawyers by contacting us online.
Moraga Estate & Probate Attorneys
Helping You Plan for the Future & Navigate Probate
At Feldman Law Group, we understand that estate planning and probate can be complex and overwhelming. Our Moraga estate and probate lawyers are here to help you navigate the process and ensure that your best interests are protected. We have extensive experience handling a wide range of estate planning and probate matters, and we are prepared to put our knowledge to work for you.
Call our office today at (925) 208-4543 or contact us online to schedule a consultation with a member of our team.
Our Moraga Estate Planning Services
Our Moraga estate planning attorneys are here to help you create a comprehensive plan that meets your unique needs. We understand that no two clients are the same, which is why we take the time to get to know you and your goals before helping you create a plan that is tailored to you.
We can assist you with all of the following and more:
- Asset protection
- Charitable planning
- Conservatorships
- Estate tax planning
- Guardianships
- Medi-Cal planning
- Revocable living trusts
- Special needs planning
- Wills
Our Moraga Probate Services
Probate is the legal process through which a person's estate is settled after their death. If you have been named the executor of a loved one's estate, you may be feeling overwhelmed and unsure of where to turn. Our Moraga probate attorneys are here to help you navigate the process and ensure that your loved one's final wishes are carried out.
We can assist you with all of the following and more:
- Estate administration
- Executor duties
- Letters of administration
- Letters testamentary
- Probate vs. trust administration
- Small estate administration
Why Choose Feldman Law Group?
At Feldman Law Group, we are committed to providing our clients with the personalized legal solutions they need and the one-on-one attention they deserve. We understand that estate planning and probate can be complex and overwhelming, which is why we are here to guide you through the process from start to finish. When you choose to work with our team, you can trust that we will be available to answer your questions, address your concerns, and provide you with the compassionate, personalized legal representation you need.
Schedule a Consultation Today
Whether you need help creating an estate plan or you are in the midst of the probate process, our Moraga estate and probate lawyers are here to help. We have extensive experience handling a wide range of estate planning and probate matters, and we are prepared to put our knowledge to work for you. We understand that estate planning and probate can be complex and overwhelming, which is why we are here to guide you through the process from start to finish. When you choose to work with our team, you can trust that we will be available to answer your questions, address your concerns, and provide you with the compassionate, personalized legal representation you need.
Call our office today at (925) 208-4543 or contact us online to schedule a consultation with a member of our team.