Probate and Conservatorships.
As a probate attorney Sandra has been able to assist
clients in saving many thousands of dollars in income tax
on highly appreciated assets. If a person is in need of
assistance providing for his/her food, clothing and
shelter or in need of protection from individuals who
would take advantage of them and deplete their finances,
Sandra can assist in obtaining appointment of a
conservator. In the appropriate circumstances, a
conservator can protect the assets of a senior and
minimize friction in the family.
Estate Planning and Trust
Administration. As a certified specialist in
estate planning and trust law, Sandra can assist clients
in avoiding probate, minimizing estate and income taxes,
planning for management of assets following their
incapacity or death, and arranging for final distribution
of their estate in the manner that gives each client the
most peace of mind. She also provides guidance to
successor trustees in administration of a trust following
the death or incapacity of the person who created the
trust.
Tax Planning.
Planning for maximum tax benefits and minimum tax
payments is an important aspect of each of the above
situations. For example, making a gift of an appreciated
asset may create a significant income tax burden for the
recipient. However, if the recipient inherited the
appreciated asset, tax on the appreciation may be
completely avoided. Sandra can assist you in evaluating
the tax burdens and benefits of various estate planning
and Medi-Cal planning options.