Areas of Expertise

Estate Planning
Estate planning is not exclusively for the wealthy. It is essential to have appropriate designations indicating whom you desire to handle your financial and healthcare decisions in the event of inability to legally act on your own behalf. When a person does not have a valid Power of Attorney or a valid will, both of which are essential components of any estate planning, the laws of the State of California will dictate the result. Opting out of the mandates of the State of California–electing to have your wishes addressed in a manner of your choice as opposed to compulsion by law–requires appropriate estate planning.

Wills
When a person passes away without leaving behind a valid will, the laws of intestacy apply. Your estate will be distributed based on familial relations, in amounts according to the law, and in some cases your property can even become property of the State.  In order to ensure that your wishes are met, a valid will is essential.

Living Trusts
Even when a person dies with a valid will in place, most circumstances still require probate (administration/oversight by a court). The government can collect significant probate fees from your estate in the event of this occurrence.

A living trust can be a simple and effective way to avoid probate administration. In essence, a living trust can hold all of your assets during your lifetime, with you retaining complete control. Upon your death, a person or persons of your choosing can distribute your estate according to your wishes without the requirement and expense of court oversight.

Power of Attorney
A power of attorney is an essential component of any estate plan.

Financial (Power of Attorney)
A power of attorney for financial decisions grants your designee the ability to continue to provide for your financial responsibilities during any period of incapacitation.

Advance Healthcare Directive (Power of Attorney)
An advance healthcare directive is an extensive document that allows you to appoint a designee to make your healthcare decisions in the event you are unable to do so. In addition, the directive will inform your physician, family, friends, and most importantly your designee, of your healthcare preferences, including the types of special treatment you want or don’t want at the end of life, your desire for diagnostic testing, surgical procedures, cardiopulmonary resuscitation and organ donation. It is important to consider these issues in advance in order to ensure your desired critical care decisions and quality of life are met.

Contact us

Utah:

Brian Skalka

California:

James Steele
2732 Mary Street, Suite A
Riverside, CA 92506

000.000.0000

California State Bar #291179