WILL DISPUTES AND TRUST LITIGATION
The loss of a loved one can be difficult. Disputes may arise if the estate plan has not provided proper direction. John Lewman and his team can assist in evaluating situations that may result in a dispute. The goal is to avoid lengthy and costly court disputes whenever possible. Neither probate litigation or trust administration is easy or cheap. John works directly with his clients to establish trust and quality results. If an informal resolution is not possible, John and his team are prepared to represent you in court.
Lewman Law, APC can help you with any disputes concerning a will or trust. If you feel that a will or trust has been executed, or is being administered incorrectly, we can help guide, represent, and counsel you throughout the process. We will put together a resolution strategy, consult you on the process, and execute it in a way that effects the best results. We work to make the probate litigation and trust administration process as smooth as possible.
Lewman Law, APC can also assist individuals with litigation related to undue influence issues, elder abuse or improper estate administration. It is always the goal at Lewman Law, APC to limit exposure in court, however; sometimes, the circumstances dictate that the resolution of a dispute will require court proceedings. Lewman Law, APC can assist those who are accused of wrongdoing, as well as those who feel they are the victims of improper behavior.
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PROBATE / TRUST ADMINISTRATION
Whether you are going through the probate process with a will, or need help with the administration of a trust, Lewman Law, APC is here to help.
PROPER ESTATE PLANNING ALLOWS YOUR ESTATE TO AVOID PROBATE PROCEEDINGS
Lewman Law, APC is committed to leading you through the complicated probate process, or a trust administration with skillful and compassionate guidance.
After an individual has passed away, properly administering the estate to meet all legal requirements and properly distribute the assets to the beneficiaries is essential. Paying their bills and taxes must be performed by an authorized representative. If the individual’s assets were held in trust, the successor trustee can proceed without court oversight. If there is a Will or no Will in existence at the time of the death, the required steps for administering the estate will likely require filing a Probate Petition in Superior Court.
Whether trustee of a trust administration or executor of a probate proceeding, the tasks can be complicated and confusing. The law requires specific tasks to be performed in a timely manner. A trustee or executor has a very high “fiduciary” duty to the beneficiaries of the estate. Having the assistance of Lewman Law, APC can help one avoid potentially costly mistakes.
FACING LEGAL AND FINANCIAL DECISIONS FOLLOWING THE PASSING OF A LOVED ONE CAN BE EXTREMELY CHALLENGING
Probate proceedings and Trust Administration is an important responsibility not to be taken lightly. The law expects a lot from an individual who is administering an estate. At Lewman Law, APC, our skill and experience allows us to fully assist you in handling the important details of the estate administration process. Lewman Law, APC, is here to provide guidance, and assistance, and reduce the pressures and burdens of managing an estate.
The team at Lewman Law, APC, helps you to understand your responsibilities as a trustee, or executor of a will, and provides support and guidance to you throughout the process.
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MEDI-CAL
Do you understand the California Estate Recovery Program and its potential implications for you? Lewman Law, APC, can assist you or a loved one with Medi-Cal qualification and planning.
John Lewman and his team are experts at helping their clients manage and maintain their assets in the face of health crises and skilled nursing facility fees. They offer professional assistance in the area of Medi-Cal pre-planning and to qualify for its benefits. Lewman Law, APC can work with you to make certain that you understand your options. We will explore how the use of some powerful legal tools may be able to help you protect your rights and family legacy.
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Livermore Estate Planning Lawyer – Protect Your Legacy
Estate planning is crucial for protecting assets, honoring wishes, and providing peace of mind for loved ones. Without a proper estate plan, your family may face unnecessary legal hurdles, financial burdens, and potential conflicts. At Lewman Law, APC, our experienced Livermore estate planning lawyer, is dedicated to helping individuals and families craft comprehensive estate plans that safeguard their future.
Why Estate Planning Is Essential
Estate planning is more than just drafting documents; it is about ensuring your family’s financial security and protecting your wishes for the future. Many people underestimate its importance until it is too late.
What is Estate Planning
Estate planning is the process of organizing your legal and financial affairs to determine how your assets will be managed and distributed upon your incapacity or passing. A well-crafted estate plan includes documents such as wills, trusts, powers of attorney, and healthcare directives to protect your intentions legally.
Common Estate Planning Misconceptions
Many people mistakenly believe estate planning is only for the wealthy or elderly. Every adult should have an estate plan, regardless of their financial situation. Another common misconception is that a simple will is sufficient. While a will is essential, it often must go through probate, which can be time-consuming and costly. A Livermore estate planning lawyer can help you create a plan that avoids unnecessary complications and protects your loved ones.
Key Estate Planning Services We Offer
At Lewman Law, APC, we offer comprehensive estate planning services to address your needs. Whether you need to draft a will, establish a trust, or designate a power of attorney, our team is here to help.
Wills and Trusts
Wills and trusts serve as the foundation of a solid estate plan. A will outlines how your assets should be distributed, while a trust allows for the management and protection of your assets, often avoiding probate. Depending on your needs, we can help establish revocable or irrevocable trusts that align with your long-term goals.
Power of Attorney & Healthcare Directives
A power of attorney grants a trusted individual the authority to handle financial matters if you become incapacitated. Similarly, an advance healthcare directive ensures that your medical preferences are respected if you cannot communicate them. These documents provide security and clarity for your family in challenging times.
Probate & Estate Administration
If a loved one passes without trust, their estate may need to go through probate. This legal process can be complex, expensive, and time-consuming. Our Livermore estate planning lawyer assists families in navigating probate and ensures that assets are distributed efficiently according to California law.
Benefits of Hiring a Livermore Estate Planning Lawyer
Working with an experienced estate planning lawyer ensures that your documents are legally sound, customized to your specific needs, and kept up to date. A knowledgeable attorney can help you:
- Minimize estate taxes and legal fees
- Avoid probate and simplify asset distribution
- Protect assets from creditors and legal disputes
- Ensure proper guardianship arrangements for minor children
- Provide for family members with special needs
Why Choose Lewman Law, APC?
Choosing the right estate planning lawyer is a critical decision. Our firm is committed to providing personalized, client-focused legal services to ensure your estate plan aligns with your goals and priorities.
Experienced and Knowledgeable Legal Team
With years of experience in estate planning law, our attorneys stay current on California’s legal requirements and estate planning strategies. We are committed to offering guidance tailored to your unique situation.
Personalized Legal Strategies
At Lewman Law, we understand that every client has different needs. Whether you have straightforward estate or complex asset distribution concerns, we design customized plans that align with your long-term goals.
Client Focused Approach
We prioritize client education and empowerment. Our team takes the time to explain your options, answer your questions, and ensure you feel confident about your estate planning decisions.
Frequently Asked Questions About Estate Planning
We understand that estate planning can be complex, and you may have questions about the process. Below are some common inquiries we receive from our clients.
How often should I update my estate plan?
Life circumstances change, and so should your estate plan. We recommend reviewing your documents every few years or after significant life events such as marriage, divorce, childbirth, or acquiring new assets.
Do I need a trust if I already have a will?
A trust offers several benefits that a will does not, including avoiding probate and providing more control over asset distribution. Our Livermore estate planning lawyer can help determine whether a trust is right for you.
What happens if I don’t have an estate plan in California?
California intestacy laws will determine how your assets are distributed if you pass away without an estate plan. This process can be lengthy and costly and may not reflect your wishes.
How much does estate planning cost?
Estate planning costs vary based on the complexity of your needs. During your consultation, we provide transparent pricing and explain the value of a well-structured estate plan.
Get Started With a Livermore Estate Planning Lawyer Today
Estate planning is one of the most important steps to secure your future and protect your loved ones. Whether you need to create a new plan or update existing documents, Lewman Law, APC, is here to help. Contact us today to schedule a consultation and start safeguarding your legacy.
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