Keller Rohrback's estate planning attorneys have extensive experience in all areas of estate planning. We assist clients in the analysis, planning and administration of their estates to ensure proper disposition of assets and minimization of taxes. Our attorneys are experienced in implementing innovative planning techniques that address the objectives of our clients with attention and sensitivity to the specific needs of the individual. We prepare documents carefully tailored to the individuals we serve. Such documents generally include wills, durable powers of attorney and health care directives ("living wills") and, where appropriate, community property agreements and revocable and irrevocable living trusts. We also assist clients with lifetime planning, including gifting where appropriate to reduce overall taxation. When warranted, we may recommend the use of additional tax-saving devices such as life insurance trusts, personal residence trusts, trusts for minors, family limited partnerships and limited liability companies. Estate planning is essential for all individuals, not only those with considerable wealth. It is particularly important for individuals with minor children or beneficiaries. Regardless of the size of the estate, we work closely with our clients to devise workable, cost-effective plans that achieve our clients' overall objectives.
Probate
Probate is the term for the court-supervised process of administration of one's estate after death. We counsel our clients who have been given the responsibility to act as Personal Representative, informing them of the necessary legal steps and assisting them in preparing the required court documents. We also advise the client regarding relevant tax issues and tax returns. We work closely with our client's own accountants or tax advisors, when appropriate. Assistance in post-death situations is also provided in situations where formal court proceedings are not required, due either to the existence of a properly executed and funded revocable living trust or a broad form of community property agreement.
Estate Litigation
Unfortunately, conflicts or disagreements sometimes arise in the context of an estate, both during life and after death during administration of a Will. Keller Rohrback attorneys are experienced in assisting clients with such disputes. We represent individuals through all aspects of litigation of such issues, including filing of complaints, discovery, deposition and trial. Where appropriate we also work with clients to reach resolution of such disputes through mediation or arbitration.
