Rosenfeld Law, PC is a full service firm with the ability to help and guide our clients through all phases of their life. Whether you are in need of an Estate Plan, have an inheritance dispute, need guidance administering an estate after the death of a loved one, or are navigating issues of incapacity and may need a conservatorship, our team possesses the knowledge, skills, and compassion to advocate for you.

At Rosenfeld Law, PC, our attorneys work with you to understand and plan for the best way to protect your assets both during and after your lifetime, plan for incapacity, and memorialize your wishes after you’re gone. Together, we craft a plan that suits your specific needs keeping in mind your goals and the requirements of California law to preserve your legacy.

A typical Estate Plan includes a Trust, Certification of Trust power over Will, Advance Health Care Directive, Power of Attorney for financial management, and necessary documents to complete the funding of your Trust.

Depending on the value of your assets, or if you own real property, yes. While a Will memorializes your intent and determines who your assets will be distributed, in many cases your Will must go through probate for distribution to your beneficiaries. Whether a Trust is more appropriate depends on your assets, goals, and family circumstances.

A Will only directs what happens after your death and usually requires probate. A Trust can manage assets during your life and after death.

Estate and Trust Litigation involves disputes over the validity of a Will or Trust, fiduciary misconduct, or misappropriation of assets.

Navigating inheritance disputes, challenging the conduct of an estate administrator or trustee, or defending claims brought against you involve high stakes. There are time sensitive deadlines that if missed can impact your entire case or precent claims from being pursued.

A conservatorship is a court supervised procedure when a judge appoints a person (called a conservator) to manage the personal, medical, and/or financial affairs of an adult who is unable to do so on their own and does not have the capacity to execute Estate Planning documents.

Guardianships are for minors until they reach age 18 who needs a responsible adult to care for them or manage their property. A conservatorship applies to adults who lack the capacity to manage their personal and/or financial affairs. Both are court supervised.

Conservatorships involve the most sensitive details of a person’s life. A conservatorship deal with aspects such as where someone will live, who can make medical decisions on their behalf, and who will manage their finances. Conservatorships also involve strict court oversight and requirements. You may need a conservatorship litigation lawyer if there is a dispute, objection, or concern about how a conservatorship is being proposed, established, managed, who is requesting to be the conservator, or if you suspect there may be financial elder abuse.

Financial elder abuse occurs when a person 65 years or older is taken advantage of resulting in misappropriation of their assets. Common examples include unduly influencing an elder to sign new estate planning documents, signing deeds to transfer real property for the benefit of the abuse, or the abuser adding themselves to the elder’s financial accounts as a joint owner or beneficiary.