Enter Title

Estate Planning:
Basic Planning through wills or trusts
Advanced planning to include
Insurance Trusts
Family Limited Partnerships and Family LLC
Gift Planning
Private Foundations
Wealth Transfer Planning
Charitable Trusts (both lead and remainder)
Business Succession
Asset Protection Planning 
Estate Tax Planning
Specific Situations
Death of a family member
“Step Family” estate planning issues
Singles Planning/Unmarried couples
Terminal Illness/Emergency Planning
Out of state property issues
Second marriage special issues
Changing revocable trusts
After death:
Trust Administration
Probate and Trust Litigation
Elder/Medi-Cal Planning
Eligibility Requirements
Income Requirements
Asset Requirement
Planning for Community Spouse
Estate Recovery Issues
Asset Protection Entity
Disability Planning
Long Term Care Planning
Social Security Planning
Exempt Asset Planning
Mediation Services
Immigration (family) issues

Marital Agreements
Special Programs
SLO Trust Maintenance Program
Legally Protected Children Plans
Business Law
 Nonprofit Foundations/Organizations
Choice of Business Entity
Business Entity conversion
Shareholder/ Buy-Sell Agreement
Small Business
Trademark, Copyright, other intellectual property issues
Limited Liability Companies