Attorneys in the East Bay Area of California
Estate Planning and Probate Administration • Domestic Partnerships Law Firm
At Oddie, Lynn & Grisanti, P.C. our lawyers represent individuals and families throughout San Francisco, Oakland and the surrounding communities. We strive to build long-term relationships with our clients, taking the time to get to know you personally, so that we can help you identify and implement strategies that will best meet your objectives. We understand that every situation is unique and we tailor our representation to fit your individualized needs. For a free initial consultation, contact our office or call us at 415-296-9600 for an appointment.
Our Estate Planning Practice
We work with individuals, couples and families, helping put plans in place to govern the distribution of your assets upon death. We provide estate planning and probate services to same-sex couples and to people in domestic partnerships as well.
When you hire us to help you develop and implement an effective estate plan, we will start by learning as much as we can about your financial situation, as well as your estate planning goals. We will help you carefully prepare an inventory of your assets and liabilities, so that you have a clear picture of what needs to be transferred.
We will then carefully explain the different strategies for accomplishing your objectives, including the use of wills and trusts, the re-titling of assets, and lifetime gifts. Once you have selected the approach that is best-suited for your situation, we will prepare and execute all the documentation to put your plan in place, including wills, trusts, powers of attorney and health care directives.
We will help you understand the consequences of taking your estate through the probate process, so you can decide whether you want to employ any probate-avoidance strategies. If so, we can prepare and execute the legal tools to accomplish your objectives, including:
- Generation skipping trusts
- Special needs trusts
- Spendthrift trusts
- Qualified personal residence trusts
- Charitable trusts
- Revocable living trusts
The laws governing estate taxes will change soon. If you have a trust in place, you may want to have it reviewed to make certain you will still obtain the maximum benefit under the law.
Our Probate Practice
We work with executors, administrators, personal representatives and heirs, helping complete the requirements of the probate process and successfully settle the estate of a loved one. We will work with you to complete and file an accounting of the assets of the estate, pay all final debts and taxes, and oversee the orderly distribution of property in accordance with the terms of the will. We also handle any controversies that arise during probate, including will contests.
Contact Us Today
To set up an appointment for a free initial consultation, contact the law office of Oddie, Lynn & Grisanti, P.C. or call us at 415-296-9600. We will visit you in your home or your office, if that is more comfortable or convenient for you.
Reasonable and Competitive Fees • Mandarin Chinese Spoken
