Advanced Estate Planning

From incorporating business transition planning, drafting partnership agreements, creating limited liability companies, family limited partnerships, buy/sell agreements, purchase or sale of businesses, real estate contracts and other transactional matters, Drobny Rosenthal Law Offices, Inc. assists many business clients each year.

Any adult (over age 18) who lacks the capacity to make medical decisions for themselves, or is impaired to the point of being vulnerable to undue influence or fraud with respect to their financial affairs, may need a conservatorship. Nobody (not even their parent) has any legal authority to access that individual’s medical records, authorize medical care, access and manage their financial information, or select their residence absent authority granted by a court in a duly noticed conservatorship proceeding.

Drobny Rosenthal Law Offices, Inc. has experienced and compassionate attorneys and paralegals to assist families to obtain a conservatorship to ensure that their loved ones’ best interests are protected and advocated. If you need to view the conservatorship video for Sacramento County Superior Court conservatorship proceedings, please visit the Sacramento Public Law Library website.

Drobny Rosenthal Law Offices, Inc. assists in the administration of over 400 estates per year. Unfortunately, it is our experience that about one out of every 10 estates we assist in administering involves some level of conflict. While most of these matters are resolved without litigation, DROBNY ROSENTHAL LAW OFFICES, INC. is quite experienced in estate litigation and is prepared to assist clients should that need arise.

Over half of the people who die in our country die without a will or trust. Of those who die with a will and/or trust, many would have been better off to have died without that will or trust because it was written so poorly or was so out of date.

Having drafted over 20,000 estate plans over the last 30 years, DROBNY ROSENTHAL LAW OFFICES, INC. attorneys bring a level of knowledge and expertise which assures any client that no matter how unique they believe their particular situation to be, Drobny Rosenthal Law Offices, Inc. has already successfully counseled others similarly situated.

Basic Estate Planning should include an Advance Health Care Directive, a Durable Power of Attorney for Financial Management, and a simple Will. What many do not realize is that even when a decedent passes with a valid will, his or her estate must still be probated if the estate includes any real property and/or other assets with a total gross value of more than $184,500. In that case, a Revocable Living Trust is required in order to avoid probate.

Unlike most attorneys who bill by the hour or percentage of a client’s estate, DROBNY ROSENTHAL LAW OFFICES, INC. prepares all estate plans on a flat fee basis. While some law firms purport to bill on a flat fee basis, DROBNY ROSENTHAL LAW OFFICES, INC.’s flat fee Estate Plans include:

Initial consultation with an experienced Estate Planning attorney.

Preparation of Advance Health Care Directive, Durable Power of Attorney for Financial Management, Pour over Will, Revocable Living Trust, retitling of all assets (not just the primary residence) to the Revocable Living Trust, changing beneficiary on all life insurance, retirement accounts and annuities to trust.

Appointment with an experienced attorney to review the draft documents and execute the originals.

Annual ReviewOngoing funding of the Revocable Living Trust for life of Trustor Routine Amendments

In California, decedent’s estate must be probated whenever the estate includes any real property and/or personal property with a total gross value of more than $184,500, irrespective of whether the decedent had a Will or not. Probate fees are fixed by law as a percentage of the decedent’s gross (not net) Estate: Only a properly drafted and funded Revocable Living trust can avoid the time, expense and public nature of probate.