Wills, Trusts, Estates & Probate

Estate planning in California combines financial benefits, such as the avoidance of a costly probate process and the reduction of tax liability, with invaluable benefits, such as the knowledge that you will be taken care of according to your wishes if you become incapacitated and the knowledge that your personal values will guide the care of your loved ones. A quality estate plan tailored to your personal needs provides value to you and your loved ones today and in the future, because it helps to ensure that:

  • Your property, including your home, your financial assets and your personal items, will be preserved and passed on according to your values.
  • Others will know who should take care of your minor children or dependent adults if you are unable to care for them.
  • Your wishes regarding medical care and personal finances will be followed in the event you are unable to express such decisions due to severe injury or illness.

If someone dies without a living trust, chances are that person's estate will have to go through the probate process.  The probate process is public, generally slower, and almost always much more costly than the alternative private trust administration process. Probate is public because it is overseen by the court system.  In contrast, trust administration is private in most cases.  

An experienced trusts and estates attorney can help you decide which instruments are best for you and your particular needs.  For estate planning, Gadi Zohar offers a no cost initial consultation.  Call (650) 493-9200 today to make an appointment.

Since 2011, Gadi Zohar, Esq., has exclusively practiced estate planning and trust law in Palo Alto, including drafting living trusts, wills, powers of attorney, and health care directives; representing parties in probate court; and trust administration.