I recently attended an Estate Planning and Elder Law conference where we reviewed some of the most complex aspects of estate planning—Powers of Appointment and Clayton Elections. These advanced strategies can be challenging to master, but I’ve spent years refining my expertise so you don’t have to.
When I help families plan their estates, my goal is to ensure that their assets are passed to the right people in the right way. Powers of Appointment and the Clayton Election are two powerful tools that can help achieve this by minimizing taxes and preventing unintended control over your estate. Without proper planning, your legacy could be at risk—whether from a gold digger, a remarriage, or children being unintentionally disinherited.
That’s why it’s crucial to work with an expert who understands these intricate legal techniques. As a California State Bar Certified Specialist in Trusts, Probate, and Estate Planning, I’ve demonstrated the highest level of knowledge in this field. I’m also Nationally Certified as an Elder Law Attorney, Accredited with the Veteran’s Administration, Certified as a Dementia Practitioner and Trainer, and an Expert in Medi-Cal Planning.
If you want to work with one of the top 10 most qualified estate planning attorneys in California, let’s talk. Give me a call.
