373 North L Street, Livermore, CA 94551

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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ESTATE PLANNING

A well-designed estate plan will allow you to:

  • Keep control of your assets while you are alive and well
  • Protect you and your assets should you become incapacitated
  • Transfer your assets to whom you would like, when you would like,
    and in the way you would like
  • Avoid taxes, reduce costs and limit professional court fees

 

 

PLAN NOW FOR THE FUTURE…
PROTECT YOUR FAMILY AND YOUR ASSETS

It is essential to plan your estate or trust in advance, since it allows you the opportunity to make the right decisions that protect you and your family’s future.

Working with respect and dignity, Lewman Law, APC ensures that you and your family fully understand the options and intricacies of your plan, so that each step is clear.

It is Important to Keep Your Plan Current

Although you may have already set up a trust or written a will, have you kept it updated? Does it still accurately reflect your wishes? Periodically having your estate plan reviewed will ensure that it is compliant with any laws that have changed and make certain that any life changes that have occurred over time will be addressed.

John and his team will personally get acquainted with you and your family throughout the estate-planning process, to create the ideal plan for your family’s individual needs.

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