Family Protection

Estate and Trust Administration and Probate

After someone dies, their money and property (their “estate”) must be collected, organized and distributed.  This process is known as the estate administration.  When it is supervised by the court, the process is referred to as probate.  We work with Personal Representatives and Trustees (the person appointed under a Will or Living Trust to administer the estate) and guide them through the intricacies of the estate administration process. Estate planning designed to maximize asset protection and property succession while minimizing tax liability. Asset Protection, Comprehensive Estate Planning Services, Probating a Will, Probate Litigation, Trust Litigation, and Trust Administration.


A conservatorship is a court proceeding that is designed to protect a person who is incapacitated and cannot make financial decisions for himself or herself. Conservatorships are necessary when the incapacitated person does not have a power of attorney, advance health care directive, or trust in place. The court will appoint a conservator over the estate (i.e., management of the incapacitated individual’s financial matters) and/or the person (i.e., health care decisions and other personal matters).

Elder Law

We work with families and elders concerning Medi-Cal planning, financial fraud and elder abuse protection.

Special Needs Trusts

A Special Needs Trust (SNT) allows for a disabled person to maintain his or her eligibility for public assistance benefits, despite having assets that would otherwise make the person ineligible for those benefits. There are two types of SNTs: First Party and Third Party funded. First party SNTs are funded with assets that belong to the trust beneficiary or to which the beneficiary was legally entitled (e.g., assets from an award or settlement, etc.). These trusts must include federal and state provisions, which require notice and payback to the State upon the death of the trust beneficiary or earlier termination of the trust. Third party SNTs are funded with assets belonging to a person other than the trust beneficiary, and to which the beneficiary never had possession or legal interest.  Third party trusts are not subject to recovery by the Department of Health Care Services (DHCS).

Other Practice Areas

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141 Duesenberg Drive, Suite 7B
Westlake Village, CA 91362


Open Hours

Monday-Thursday 9am - 5pm
Friday 9am - 12pm
Wednesdays and Friday afternoons are reserved for focused work production times

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