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Estate Planning

Your financial planner will agree that one of the first and most important considerations for your financial future is an estate plan. This applies equally to unmarried individuals who are single or in a committed relationship, couples or individuals with children, and the elderly. Everyone has important legal decisions that should be made and documented when doing estate planning.

By cultivating one-on-one relationships with our clients, we are able to develop the kind of individualized estate planning that each client is entitled to. The lawyers at MAJ are experienced with a wide variety of estate planning tools from simple living trusts, advanced healthcare directives and powers of attorney, to the more complex techniques such as family limited partnerships, irrevocable trusts, and limited partnerships. Our goal is to establish a plan that you can understand, and that takes into account the technical aspects of minimizing the impact of estate taxes. Your estate planning will be hand-tailored by a single attorney, not just processed by a group of people who will lose sight of your personal goals.

Because more and more estates are handled in trusts, and some trusts are administered over a long period of time, there is an increasing need for experienced attorneys who are willing to handle estate and trust litigation. Our firm has both the estate planning knowledge as well as the litigation experience to handle such matters for beneficiaries and trustees. We have successfully handled contests of trustee's actions on behalf of beneficiaries, as well as advised and protected trustees from action by the beneficiaries.

For more information on estate planning, contact Michael Merrill or Marlon Young.

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Marlon Young has the estate planning knowledge as well as the litigation experience to handle such matters for beneficiaries and trustees. Open Quotes

Serving the North Bay cites of: Santa Rosa, Sebastopol, Rohnert Park, Windsor, Healdsburg, Sonoma, Napa, Novato, and San Rafael.
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