It is important to understand what a trustee is and what his or her role is if you are considering setting up a trust or are a beneficiary of one. A
Southern California Estate Planning Attorney
Welcome to the estate planning website for estate planning and elder law firm, Sandoval Legacy Group, A division of Holstrom, Block & Parke, A Professional Law Corporation. No other law firm in Southern California has the knowledge and experience relating to estate planning, special needs planning, probate, conservatorships, business succession planning, tax planning, and trust administration as our lawyers and paralegal staff. We are truly Southern California’s premier estate planning, elder and tax law firm.
A Revocable Living Trust is a key component to nearly every estate plan. Learn Why!
Download our Comprehensive, Informative Free Report: Considerations for Constructing Your Revocable Living Trust.
Probate & Trust Administration
Wills & Trusts Litigation
Southern California Estate Planning Attorney
Estate Planning is the process of assuring the your personal and financial needs and desires are met during a period of disability and after death. Your desires can include designating a person to make health care and/or financial decisions for you in the event you are unable to do so for yourself, avoiding a conservatorship proceeding.
If you become incapacitated, pre-planning for the devastating costs of long term care, avoiding probate at your death, reducing estate taxes, protecting your wealth and assuring it goes to your intended beneficiaries, avoiding family disputes and passing on family values and life lessons.
Southern California Probate Attorney
When a person has planned their estate before death, in many cases a probate will be necessary to transfer assets from the decedent to the rightful beneficiaries Sandoval Legacy Group, A division of Holstrom, Block & Parke, A Professional Law Corporation is one of the most experienced probate law firms in Riverside County, Orange County, San Diego County and San Bernardino County. If there is a way to avoid a full blown probate proceeding through the use of a spousal property petition, small estate procedure or affidavit, we will be able to advise you about this.
We handle all types of probate cases in the Southern California courts. We represent executors in those circumstances where the decedent left a Will. We represent administrators in those cases where the decedent had no Will. We assist with small probate procedures and non-probate transfers.
Where there is a dispute, the law firm will often represent the executor or administrator to defend against challenges from beneficiaries and creditors. In some cases, we will represent beneficiaries who believe the estate is not being properly administered or where a beneficiary wants to contest the validity of the Will.
Call our office at 951-787-7711 to learn more about probate procedures for persons who died in Orange County, Riverside County, San Bernardino County or San Diego County.
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Questions to Ask an Elder Care Attorney
The number of older adults in the United States has grown significantly in recent years and experts tell us that growth will not slow down in the
A Guide To Finding A Caregiver
Elder Law, Estate Planning, Incapacity Planning, long term care, long term care planning, Nursing Home, webinar
If you or someone you love cannot make it through a day without assistance, what do you do? This is an emotional and difficult issue that most
The Importance of Talking To Your Family About Your Final Wishes
Benjamin Franklin is credited with saying, “In this world nothing can be said to be certain, except death and taxes.” Despite the certainty of death,
To all the veterans out there… we salute you! Thank you for your service and sacrifice!
Today, and every day, Sandoval Legacy Group, a division of Holstrom, Block & Parke, is proud to support, and honor veterans. In celebration of
Living Trusts: What Are They?
A living trust, set up during your lifetime, is designed to allow for easy transfer of your assets. A trustee holds legal possession of the assets and
Who should be your Trustee?
advance health care directive, Elder Law, Estate Planning, long term care, long term care planning, Nursing Home, Uncategorized, wills and trusts
For individuals who want to ensure their assets are managed and distributed according to their wishes after their passing, appointing a Trustee is a
Watching Out for Elder Abuse
advance health care directive, Elder Law, Estate Planning, long term care, long term care planning, Nursing Home, Uncategorized
World Elder Abuse Awareness Day is June 15th Every year, many Americans age 60 and older suffer abuse and neglect. As part of World Elder
What It Means To Die Intestate
Estate Planning, Estate Planning, Trusts, Will, will contest
To put it simply, dying intestate means you don't have a will. Did a close relative die without a Will? While you will encounter some
6 Steps To Consider for Early Retirement
A lot of people dream of early retirement. However, according to findings from the Boston College Center for Retirement Research, the
Happy Easter, Passover, and Ramadan from the Sandoval Legacy Group family and law firm!
Best wishes to the members of three faiths. With this season of Easter, Passover, and Ramadan upon us, Sandoval Legacy Group Family wishes you warm
Brain Injury Awareness Month 2022 — #MoreThanMyBrainInjury
It’s March, and that means it’s Brain Injury Awareness Month. A national effort to raise awareness of brain injury is led by the Brain Injury
Can You Claim the Credit for Other Dependents?
It should come as no surprise that providing care for adult children, relatives, or parents can result in additional financial strain. To alleviate
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