Adept Vallejo Attorneys Handling Wills, Trusts & Probate
Comprehensive legal solutions in Fairfield, California
When you need help drafting crucial documents or navigating complicated legal processes, the estate planning attorneys at Favaro, Lavezzo, Gill, Caretti & Heppell, PC are here to help you. We have substantial experience providing the full breadth of estate planning, conservatorship and guardianship, elder law and trust and estate litigation services for clients located throughout Northern California.
Estate planning and estate administration
Our lawyers carefully consider the needs and goals of our clients in preparing every estate plan, and provide comprehensive, tax-sensitive estate planning documents individually tailored to the unique needs and objectives of each client. Our capabilities extend to all types of trusts in California. We focus on the important details when helping you prepare following:
- Revocable Living Trusts
- Durable Powers of Attorney
- Advance Health Care Directives
- Community Property Agreements
- Generation-Skipping Trusts
- Irrevocable Life Insurance Trusts
- Qualified Personal Residence Trusts (QPRTs)
- Special Needs Trusts
- Charitable Trusts
From our law firm — with office locations in Vallejo and Fairfield — we also provide a wealth of ancillary legal services attendant to estate planning and probate matters, including the following:
- An analysis of various probate avoidance techniques
- Ensuring property is properly titled and trusts are appropriately funded
- Careful coordination of beneficiary designations for life insurance, retirement benefit accounts and other assets
- Providing a plan for the possibility of subsequent incapacity or disability
Our areas of representation also include business succession planning and charitable planning. Our attorneys have extensive experience in probate code and administration, and in trust administration, including the administration of large, complex estates involving federal estate tax and generation-skipping transfer tax issues.
Conservatorships and guardianships
In the event a person becomes incapacitated and does not have a will, trust or estate-planning documents in place designating who will manage their financial affairs or make decisions regarding their care, our lawyers can help find an estate conservator and advise conservators of their fiduciary duties and obligations. We also assist clients in guardianship proceedings.
Our attorneys have significant experience in the area of elder law. In addition to preparing estate planning documents, which provide a plan in the event of future incapacity, we also focus on planning involving Medi-Cal. Medi-Cal planning includes helping clients become eligible for Medi-Cal benefits, income planning to reduce or eliminate the monthly “share of cost” to be paid by the Medi-Cal beneficiary and asset protection planning to reduce or eliminate the recovery of the amount of benefits paid out from the beneficiary’s estate. We also represent clients who have suffered elder abuse, including victims of nursing home abuse and neglect.
Trust and estate litigation
We represent trustees, executors, administrators, conservators, beneficiaries and other parties in all manner of trust and estate disputes, including but not limited to the following:
- Challenges to the validity or construction of a will, trust, or other estate planning document
- Allegations of fraud, coercion, undue influence, or elder abuse
- Allegations of a breach of fiduciary duty
- Disputes concerning property rights
- Creditors’ claims
- Trust or estate accounting issues
- Intra-family conflicts
Seek valuable legal counsel in Fairfield and Vallejo
Will, trust, probate and estate matters require counsel with specialized knowledge. Our lawyers have the experience you need to assist you with estate planning, trust and probate law.
For reliable advice and skilled legal representation in your will, trust or probate matter, call our law firm at 707-552-3630 or contact us online to set up a consultation today.
With office locations in Vallejo and Fairfield, California, the lawyers of Favaro, Lavezzo, Gill, Caretti & Heppell, PC can easily represent clients throughout Solano County, Contra Costa County and Napa County. We maintain flexible hours and are happy to work with your schedule, even when you need to make appointments outside the normal workday. Our intelligent staff provides language services in Spanish, Tagalog and Ilocano so we can best accommodate our diverse client base.