The Law Office of Lisa Copeland
No Substitute for Experience
In some cases the successor trustee can be held personally liable. Ms. Copeland can advise and assist you in the administration of a trust after the death of the person(s) who created it.
When an adult in California is unable to manage their personal or financial affairs, conservatorship is a court process by which a judge appoints someone to take over duties and responsibilities on their behalf. A conservator may be appointed as responsible to provide for the basic care and protection of the individual, or for their financial affairs – or both. The court process for the appointment of a conservator is both complex and time consuming. Most individuals find that they need professional help to get through the process, particularly when they are dealing with the emotional stress that usually comes with the circumstances that give rise to the need for a conservatorship. Lisa understands both the legal technicalities and the personal challenges involved in conservatorship proceedings to assist you. She can also advise you about possible alternatives to conservatorship that may be available depending upon the circumstances of the case.
Whether you are in need of estate planning, administration of a trust, probate legal services or a conservatorship to help care for the needs of a loved one. We can help you understand your options and assist you in making decisions that are right for you.
Most everyone has heard that they should "avoid probate" but many don't know what that means, why they want to avoid it or how to do so.
Probate is a formal, court supervised process used when a person dies to identify and appraise all of the deceased person’s assets, pay taxes and debts that are due and distribute the remaining assets according to the wishes of the person who died. Without an alternative estate plan, formal court supervised probate is the only way to accomplish these goals and the process can be costly, time consuming and extremely frustrating for an individual to navigate without professional help. If you are faced with the death of a friend or loved one under these circumstances, Lisa Copeland can help you navigate the formal court process of probate.
Probate can be also be avoided in most cases through the appropriate use of an estate plan which includes a trust and a will.
The simple estate plan is made of several parts that work together as a whole, usually as an alternative to probate:
Depending on the size of your estate and your tax and gift giving goals, additional trusts, life insurance policies and other estate planning tools may be recommended to help you achieve them. Contact us for a free consultation so we can help you design an estate plan that meets your needs.
Even though trusts are often used as a means to “avoid probate”, they create a number of significant obligations on the part of the person who assumes responsibility to act as the trustee when the creator of the trust dies. If these responsibilities are not properly handled it can lead to costly and time consuming litigation.