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MORE THAN MONEY
How do we leave a lasting legacy to our children and those we leave behind? Questions like this are answered in this free chapter of More Than Money, featuring our founding partner, attorney Gary Winter. Learn more about closing out a trust after death.
Our Areas of Expertise
Power of Attorney Abuse in California: Signs and Steps
Schedule a strategy session about power of attorney abuse. Spot warning signs, preserve records, and learn next steps for your California family.
Trustee Resignation: A California Transition Guide
Schedule a trust administration consultation for trustee resignation guidance and a careful successor transition under California law.
Trust Decanting in California: A Practical Guide
Schedule a consultation to understand trust decanting in California, trustee duties, beneficiary effects, and options for an irrevocable trust.
