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Estate Planning

Every financial planner understands the importance of estate planning.  They encourage their clients to consult with a seasoned attorney to help them plan their estate.  This applies equally to unmarried individuals who are single or in a committed relationship, couples or individuals with children, and the elderly.  Everyone has important legal decisions that should be made and documented when doing estate planning.

Our lawyers know that they need to understand their clients’ needs to help them plan their estates.  They build close, personal relationships with them to provide the quality service that each one deserves.  The lawyers at Merrill, Arnone & Jones are ready to help if you need a simple living trust, advanced healthcare directives or powers of attorney.  They can also assist with more complex techniques such as family limited partnerships, irrevocable trusts, and limited partnerships.  We aim to create a plan that you can understand with the lowest effective estate tax possible.  Your estate planning will be hand-tailored by a single attorney that understands your needs and not just produced by a software program.  This ensures that your plan is simple to understand and serves its purpose.  We implement this process no matter if a client is located in Sonoma County, or elsewhere in California.

More estates are handled in trusts than ever before, and some trusts are administered over an extended period of time.  A Trustee will need experienced attorneys who are willing to handle the trust administration especially if questions arise about the administration of the trust.  Our firm has both the estate planning knowledge as well as the litigation experience to handle complex maters for both beneficiaries and trustees.  We have successfully handled contests of trustee’s actions on behalf of beneficiaries.  We have also advised and protected trustees from actions by beneficiaries.

For more information on estate planning, contact Marlon Young, Michael Merrill, or Michael J. Fish.