Family Financial Notebook Trust Attorneys in Los Angeles: Experts in Probate & Estates
818.340.4479
San Fernando
Valley, Woodland Hills, Los Angeles
Probate Attorney
Los Angeles
Southern California
Probate & Trust Lawyers
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Los Angeles
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Probate Lawyer
Los Angeles Probate Lawyers & Trust
Attorneys
Woodland Hills,
California.
Contact UsInfo@SirkinLaw.com
Probate Attorney Los Angeles
TESTIMONIALS:
“Mina Sirkin
handled the estate of my brother. This was most difficult since my
brother lived in Venice California and I live in Yardley, Pennsylvania.
From the out set Mina Sirkin provided me with all the information I
needed to understand the legal aspects as well as my obligations. All
matters throughout the probate process were handled very
professionally, yet with care and concern for me the client. Most
outstanding was the very efficient and effective way the legal problems
and issues were handled, always with a very positive outcome for me the
client. I am most appreciative that the entire probate process was
handled without the need for me to make a trip to California.
What particularly distinguishes the services I received from the Sirkin
law firm was the expert advice I received in a timely manner on all the
numerous related details that I needed to attend to to settle the estate. They were honorable in all
their dealings, and most importantly in their billing.
I would certainly use the services of the Sirkin law firm in the future
and have no hesitation in recommending their services to relatives,
friends and acquaintances.” Herb. S.
Los Angeles Probate Lawyers; Los Angeles Estate Planning,
Wills and Trusts; Elder Law
“I have known
Mina Sirkin for seven years. Mina is a life long learner, who puts the
time and effort into staying on top of current events for estate law.
This type of approach is very important for navigating the current
times we are in; massive volatility in finances with commensurate
changes in estate valuations which is
coupled with unknown estate tax laws driven by the recent changes in
government. You need someone who can help you address this uncertainty,
rather than use a business-as-usual approach." Brad W.
Our Los Angeles probate attorney team can
help you administer California Probate and Living Trust Estates in
accordance with California Probate Law and the California Probate Code.
We practice in all California Probate courts.
San Fernando Valley, Woodland Hills
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Los Angeles Trust Administration
California Probate and Trust
Litigation
California Conservatorship
Breach of Fiduciary Duty
Litigation
Trust & Probate Accounting
Actions
Los Angeles Special Needs Trust
Post-Death QDRO Litigation
Life Insurance Beneficiary
Litigation
Pension Litigation
Entity
Formation: Corporations, Partnerships, Family Limited Partnerships;
Limited Liability Companies; Charitable Foundations.
Business Transactions: We can assist you in
implementing your business transactions, including stock sales and
corporate transfers.
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Los
Angeles Probate Estate Law Attorneys: Sirkin & Sirkin was formed as a
Los Angeles, California probate,
trust, estate planning and conservatorship Estate law firm in 1993,
helping families get their finances and financial affairs in order in a
simple Family Financial Notebook.
Our attorneys are committed to providing Probate, Trust, Conservatorship and
Estate Planning services in all Los Angeles courts. Probate
law is our expertise. Our Los Angeles probate attorneys are experts in
probate, estate and trust litigation matters. Our lawyers can assist
you in obtaining the best results in estate law whether in litigation, mediation,
trial, or in settlement of trust and probate disputes.
Ask our Los Angeles Probate Lawyer to help
you with your probate case. Our expert Los
Angeles Trust Attorney, and our California Trust Lawyer and Probate
Attorney are ready to assist you with planning your estate and
providing you with our best service in connection with protection of
your estate and living trust. We are readily familiar with California
Laws and can advise you regarding Probate law in California. Our goal
is to provide you and your family with peace of mind in knowing your
estate plan and family wealth is protected and will be distributed to
your heirs and beneficiaries in accordance with your wishes. Probate Law Lawyers.
Our Los Angeles Trust Lawyer can provide
pertinent advice in determining the right estate planning tools for
your family. Our California Probate lawyer serves all of Los Angeles
County Superior Probate Courts, as well as several other counties in
California. Our main office is located in Woodland Hills, California,
which serves all of Los Angeles, and the San Fernando Valley. We have several locations in Los Angeles. Our clients contact our
lawyer and attorney for advice on trusts, wills, probate and estate
matters. Our probate and trust litigation
counsel handle trials and mediations to suit your particular situation.
Call to meet our Los
Angeles Ca Probate Attorney today. Trust Attorney
Practice Areas:
California Trust Law
California Probate Law Los Angeles
Estate Planning & Trust Administration
Elder Law and Living Trust Preparation and
Planning
Probate & Trust Litigation, Will
Contests
Special Needs Trust Planning Trust Lawyers
California Conservatorship Law Los Angeles
California Guardianship & Minors' Compromise
Business Transactions and Asset Protection
Insurance and Pension Beneficiary Dispute
Resolution Los Angeles
Medi-Cal Planning and Special Needs Trust
Planning
Probate Practice Administrator
Click on our links for information on each
area:
Los Angeles
Probate Attorney
Los Angeles
Probate
Los Angeles
Estate Planning and Trust Lawyers
Special
Needs Trusts San Fernando
Valley Special Needs Trust Lawyer
Los Angeles Trust
Administration Attorney Trust
Attorney
California
Probate and Trust Litigation
California
Conservatorship
Breach of Fiduciary Duty
Litigation : Accounting Actions
Trust &
Probate Accounting Actions
Post-Death
QDRO Litigation
Life
Insurance Beneficiary Litigation
Pension
Litigation
Entity Formation & Business Transactions:
Business Transactions, Corporations, Partnerships, Family Limited
Partnerships; Limited Liability Companies; Charitable Foundations.
Law
Practice Sales Systems
Elder Law
Los Angeles
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Family Trust
Meet Our Los Angeles Ca Probate Lawyers:
Mina N. Sirkin is a Board Certified Specialist attorney
in the areas of Estate Planning, Probate and Trust Law by the State Bar
of California Board of Legal Specialization.
Call to meet our California Probate Lawyer
today.
Evan R. Sirkin is an experienced Estate Planning, and
Trust Lawyer. Mr. Sirkin mediates Probate and Trust matters, and has
served as a probate and trust mediator for over 20 years.
Marilyn Mamann (1946-2010).
We are members of the Trust and Estates
Section of the State Bar of California, the American Bar Association,
the Trusts and Estates Section of the Los Angeles County Bar
Association, Trusts & Estates Section of the Beverly Hills Bar
Association, and the San Fernando Valley Bar Association.
Los Angeles Probate Lawyer: Our Los Angeles Probate Lawyers are
experienced in filing Probate Petitions, and in interpreting nuances of
the the California Probate law. Whether an
estate needs to be probated depends entirely on the nature and size of
the decedent's assets. Ask our California Probate Lawyers about your
particular situation. Providing guidance in estate and probate matters
enables our firm to serve families of decedents by alleviating
conflicts, and unburdening the family which
would otherwise wade through a tremendous amount of paper in an area
which requires daily contact with beneficiaries, and courts. Click here to request a Probate Fee
Schedule.
Los Angeles Probate Attorney Los Angeles Probate Lawyers
Los Angeles Probate Attorney, Mina Sirkin
is routinely present in hearings in the following Los Angeles County
Probate Court departments: Departments 5, 9, 29 and 11 of Los Angeles
Superior Court (Downtown). Additionally, we are able to handle
hearings in all Courts of the State of California.
The Probate Court in Los Angeles also has
numerous local rules within the County. We can assist you in filing
your probate matter in the right court for your particular case.
If you are unsure where to file, what
document you should file, and when you are faced with objections
presented in a probate case, we are your resource and can advise you
facts and law which can change the course
of your case.
Our ordinary probate fees
are calculated based on the California Statutory Fees laws. Click here to ask us about
our probate retainer process.
California Probate Lawyers:
While California Probate and Estate laws are intended
to be uniform, each county in California also has local probate rules
and are generally intended to protect beneficiaries. Local probate
rules can differ from county to county within California. We are
familiar with the local probate rules and can assist you in your case
in all California counties. in Los Angeles, Ca.
Valley Estate Planning
Lawyers Valley Estate Planning Lawyers
Los Angeles Estate Planning
and Trust Lawyers: Creation and administration
of living trusts (Revocable Trusts) has become a very important aspect
of the practice of estate planning, as the courts in California are not
equipped with the time resources for the generation of baby boomers
which are approaching their later years. Creating your family trust
takes a few simple steps and can preserve and protect your assets for
your loved ones. Our Trust and Probate Law Lawyers in Los Angeles
advise you based on your family and life goals.
Our firm philosophy is based on four life
goals for our clients: 1. Form a Family
Trust (Revocable Trust)
2. Fund your
Family Trust;
3. Keep
your Family Trust updated.
4.
Have the
Successor Trustee distribute the Family Trust assets without
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We have an unsurpassed system which helps you with the above. When you
plan your estate with our office, we track your goals and keep you up
to date with the latest laws affecting your trust and estate plan. Ask
us about our LegalCheckUpPlan®.Lawyers
Los Angeles Trust Administration Attorney
A Living Trust can help by
allowing the family to privately administer and distribute the assets
of the decedent in the most economic and time efficient manner. The
process of creating a trust generally takes two appointments, a small
effort to avoid the process of probate. To request a family information
package which lists the documents
which you need to create a California Living Trust, click this link and
we will be happy to email or mail you our family information package.
Our Los Angeles Trust Attorney handles estate planning and trust
administration matters. Our Living Trust Lawyers can assist you in
protecting your family and your loved ones from the expenses of
Probate. Call our law office for more information and ask for an
appointment with our Wealth Protection Lawyers. Click here to request a Free Family Trust
Information Kit here.
We are also able to review old trusts
prepared by other law firms and bring them up-to-date or amend them.
Please let us know in advance if you have an existing trust which needs a review. As long as a trust is
revocable, it can be amended and updated.
Normally, the family trust provides for
the method of revocation or amendment to the trust. These requirements
have to be met exactly for the amendment to be effective.
Click here to ask us about creating or
updating a family trust.
Los Angeles Estate Planning and Trust
Administration and Settlement: Los Angeles
Lawyers.
While many firms prepare living trusts,
there are few which administer and settle
living trusts. Trust administration after death is as important, if not
more important, than the creation of the trust. Many small details can
derail the proper distribution of the trust assets and we are equipped
to handle the administration as well as the creation of trusts with
ease and expertise. We are here for you during life and maintain a
life-long relationship with you and your family. Our Wealth Protection
Lawyers can assist your heirs in continuous protection of your
hard-earned wealth. Our Los Angeles Trust Administration Lawyers have
represented four generations of clients in wealth planning and can
provide help during a very difficult time.
Click here to obtain information on
administering a trust after death of a trustor.
California Probate, Will Contests, Trust
and Estate Litigation:
Often, beneficiaries and estate administrators or trustees do not agree
on the manner of distribution of estates. Litigation in the Trust and
Probate areas is complicated by the duality of the probate and trust
proceedings. We litigate both in the trust and probate areas and settle
matters appropriately. Los Angeles Probate Courts are now ordering
parties to enter the mediation process in order to streamline and
assist parties in settling the matters which
affect families of decedents. Our California Trust Lawyer can assist
you in planning your case. Effective preparation of a will contest case
for trial is a necessary element of a successful mediation. Serving our
client means a committed review of all facts and the probate and trust
laws and advising our clients of the manner in which the case can be
most effectively handled.
Click here if you need information on how
to retain us as your trust litigation counsel.
Estate Laws & Beneficiary Disputes:
Some examples of beneficiary disputes may
be where a beneficiary has a disagreement with another potential
beneficiary over what asset should be in the probate estate or trust
estate. Others involve designations of beneficiaries when the principal
lacked capacity or was unduly influenced to execute beneficiary
designation forms after an illness.
If a beneficiary form has been altered,
there may be multiple causes of action arising from such an action. It
becomes extremely important to seek counsel immediately upon discovery
of such an event to allow for filing of an action to freeze the
beneficiary account or policies which would
otherwise be distributed by law. Will contests and trust contests are
common litigation tools in this area.
At times, there may be disputes between a
beneficiary and a successor trustee or executor where the trustee fails
to make timely distributions before or after an accounting.
Click here if you need information on a
beneficiary form dispute case.
Trust & Probate Accounting Actions:
Has a trustee or probate executor failed
to give you an accounting? We can ask the court for a petition ordering
the executor or trustee to account. Statute of Limitations for breaches
of fiduciary duty are short and require immediate action by
beneficiaries to obtain accountings.
Accounting actions may arise in of the
following areas:
1. When a Probate Executor or
Administrator fails to account.
2. When a Probate Executor or
Administrator accounts but the accounting is objectionable because it
is incomplete and/or inaccurate.
3. When a trustee fails to account.
4. When a trustee accounts but the
accounting is objectionable because it is incomplete and/ or
inaccurate..
5. When an agent under a power of attorney
document fails to account.
6. When an agent under a power of attorney
accounts, but the accounting is incomplete or is inaccurate.
7. When a guardian of estate fails to
account.
8. When a guardian of estate accounts but
the accounting is objectionable because it is incomplete and/or
inaccurate.
9. When you believe there is an asset which the fiduciary had to inventory and
account for and has failed to show that asset on an accounting.
10.
When a probate executor or trustee becomes incapacitated or dies, and
has failed to do an accounting, an action to compel an accounting may
be filed, and will be ordered by the court.
Click here to receive more information on
Accounting Actions.
Breach of Fiduciary Litigation: We represent beneficiaries in contested
accounting matters where there are questionable actions taken by a
trustee, executor or administrator. Our goal is to assist our clients
with recovery of estate and trust assets from the fiduciary. By the
same token, we are able to defend fiduciaries where the former trustee
or administrator is sued by a beneficiary. If you are an out-of-state
fiduciary or beneficiary and need representation, our Los Angeles
Lawyers are able to evaluate and consult in your case to prevent
and redress any breaches of fiduciary duty.
Missing inventories, mismanaged trusts,
estates, conservatorships, Power of Attorney cases, and guardianships
all fall under this category. California holds the fiduciaries to the
Prudent Investor Rules and this area has become a growing area of
litigation in the last few years.
Click here to have us evaluate your Breach
of Fiduciary Duty Case.
California Wills: Most people question whether traditional
wills are still used in estate planning. The type of will which is created with a trust is generally
referred to as a Pour Over Will, which is different than the
traditional wills. There are times where the traditional can be used.
Additionally, where a client requires court supervision of
distribution, the traditional will is still a viable instrument.
Los Angeles Special Needs
Trust: There
are several goals that can be accomplished with a Special Needs Trust.
1) Providing for a person to care for the needs of the disabled person;
2) Insuring that the disabled individual will qualify for SSI, and Medi-Cal, should the need arise, and still be
able to inherit assets or use litigation proceeds; 3) Providing for the
extras that the government does not otherwise provide for the disabled
person. If you have concerns about a disabled person's future, consult
us, regarding creation and implementation of a California Special Needs
Trust. Click here to request our Free Special
Needs Family Kit here.
Click
here to read more about special needs planning.
California Conservatorship: This procedure is intended
to assist families whose loved ones are incapacitated. A
Conservatorship of a person allows the conservator to make all medical
decisions for the incapacitated person, A Conservatorship of the Estate
is obtained to manage the financial aspects of the incapacitated
persons life. This process is most appropriate for any person who is is no longer able to make decisions, such as
Alzheimer's and dementia patients. A will or trust can be created for
the incapacitated person within a conservatorship.
When you become our client
as a California Conservator, you will watch our trademarked
Conservatorship Training ® video presentation and take our
Conservatorship E-Course ® in addition to the personal and hands-on
advice from our conservatorship attorney.
Read Our Article regarding
Conservatorships.
We can assist you in both probate full
conservatorship of estate and person or in the Developmentally
Disabled Conservatorships in limited conservatorships.
California Guardianship: The most important decision you will make
as a parent of a minor child is to name the right guardian for him or
her in your absence. In fact, selecting the right guardian or the wrong
guardian can forever change the course of your child's life. Family
protection can be easy if you follow our recommended course of action.
Who is best suited to act as a guardian can be determined by developing a list of
potential guardians, matching them to your list of values, obtaining
permission from the guardians to act, and implementing a nomination.
An anti-nomination clause can be used to prevent appointment of people
you absolutely would not want as guardians of your child. We have
automated that process for you to make sure your children will never be
at the mercy of the courts in selecting someone other than the
person(s) you would select.
You may use our Free GuardianKit (TM) by to select and nominate a
guardian by clicking on this link: GuardianChoice
(TM) CLICK HERE.
The
affairs of Minors and their assets are
managed in guardianships. Guardianship matters usually involve one of
several situations: When a parent is deceased and a minor is in need of
an alternate person who can make decisions on his or her behalf; When
there is no parent who can make decisions for a minor. When minors are
disabled and receive litigation proceeds or inherit, guardianships are
created to assist in managing the assets of the minor. California
Probate Code requires that assets of the minor be placed in blocked
accounts, or a bond be issued for the guardian. Family Financial
Notebook helps keep your documents organized and accessible for
your family.
Guardians can be categorized in two
general categories:
Guardian of Estate: This a person who manages the assets or
money of a minor.
Guardian of Person: This is a person with whom the minor
will live if the parents are deceased.
Click here to obtain more information on
guardianships in California.
Entity Formation, including LLCs,
Corporations, Partnerships, Charitable Foundations: Creating a California LLC, or
Corporation is part of our practice. We not only create the requested
LLC or Corporation, we assist you with unparalleled advice regarding
how to manage your entity to protect your other assets from the threat
of lawsuits. Our corporation and LLC creation system is complete and
customized to your needs. Protecting your assets can be accomplished by
proper entity formation. Ask our Wealth Protection Lawyers about this
service.
Family Limited Partnerships: This entity is
useful for estate tax planning purposes as well as asset protection
purposes. Many people are engaged in the management of real property
and an benefit from the estate tax discounts which are available by the
proper creation of an FLP. Consult us on what assets are suitable for
this entity, as it cannot contain any personal assets.
Medi-Cal Eligibility Planning: On a daily basis, we are
asked to assist elderly persons qualify for Medi-Cal,
in order to pay for long term care. There
are many avenues which remain open for
planning. Use our services to properly qualify your loved ones, and to
protect their estate from dissipating. Read the Medi-Cal eligibility guidelines.
Medi-Cal Recovery Protection
Planning: As
most Medi-Cal recipients ask, “can
anything be done to prevent Medi-Cal from
recovering assets upon death?” Yes, there are currently several legal
ways to prevent Medi-Cal from recovering
assets. Call us to receive the appropriate advice and plan for recovery
prevention planning. Read the Medi-Cal Recovery FAQ.
Elder Law, Elder Abuse Litigation: As the baby boomers get older, so too
grows the needs of that generation with regard to available services
from the government. Additionally, the elder population is most often
subject of abuses by unscrupulous individuals and caretakers.
California now has a variety of laws which
protect the elderly, both physically, and financially. If you are
concerned about an elderly person being financially abused, please
contact us to discuss the matter.
Fraud by a fiduciary, trust fraud, and
estate fraud cases typically include breach of fiduciary duty actions.
There are many cases where the abuse is with intent to defraud. While
the culprit may start as a small-time operator, he may continue to
steal small amounts which end up being
large amounts over a few year, or alternatively the fraud may occur in
one or more large financial transactions. Probate Lawyers Los Angeles (TM)
are Lawyers practicing probate and trust law in all Los Angeles County
California courts.
Similarly, abuses are not always ill
intended and may merely involve a disabled child or mentally ill child
who happens to be the trustee and who has lived in the property of the
decedent or ill person where this was customary years ago. For example,
a child who is a conservator for his mother may think he or she is
doing the right thing, when in he or she may have breached his or her
fiduciary duty or improperly used his or her mother's assets.
Fiduciary fraud can involve financial
assets, the illegal transfer of real estate, or fraud involving
personal property. Illegal transfers of deeds, accounts, insurance
policies, and pension death benefits all fall under this areas.
Post-Death
QDRO Litigation:
Did you obtain a divorce judgment and find
out that your divorce order was incomplete in protecting your interest
in your spouse's pension? We can help you resolve post-death QDRO
litigation. Depending on the nature and type of pension, ERISA rules
vary from California rules. Ask us to evaluate your divorce order for
post-divorce pension issues.
Click here to ask about our QDRO services.
Life
Insurance:
Making sure your life insurance policy is
effective and up-to-date is an important part of estate planning. If
you have minor children or a disabled spouse or child, it is important
to keep the insurance in place to pay for any needs of that
beneficiary. However, a minor or disabled person should never be named
as a beneficiary of a life insurance policy. An adult beneficiary as a
trustee for the minor or a trust should be named as the beneficiary of
a policy for the benefit of a minor. A special needs trust should be
created to receive life insurance proceeds on behalf of a disabled
individual. Keeping an adequate amount of life insurance is another
important part of estate planning. As there are many different types of
life insurance, each type has a different purpose. Ask us to guide you
as to the amount needed as we examine your estate plan and your debt. Los Angeles Lawyers
practicing probate and trust in and near Los Angeles California.
Life Insurance Interpleader or Beneficiary Litigation:
Many times there are disputes between
beneficiaries of life insurance policies. More common disputes in this
area involve whether a beneficiary designation was made against
California law. Additionally, often there are issues of whether the
policy owner had the right to modify a beneficiary designation for lack
of capacity or lack of authority. We can help you litigate, settle and
collect insurance policies. Don't wait until the life insurance company
acts to interplead the funds, call us to determine if you may have a
cause of action which needs to be handled.
Click here to obtain
more information on how we evaluate Life Insurance Litigation Cases.
Pension
Litigation:
Has your spouse changed the beneficiary of
a pension without your authorization? Has a pension administrator or
employer failed to deliver pension proceeds to you? We can assist you
in collecting from ERISA Plans, Non-ERISA Plans, IRA Accounts,
401 (k) Plans, and other qualified pensions plans. Please remember that
California laws differ from Federal Pension laws and we can help you
find the correct path to collecting your interest in the pension. Our Los Angeles Lawyers
practice Probate and Trust law in and near Los Angeles towns and areas.
Click here to inquire about our Pension
& ERISA Plan litigation services.
Practice Administrator in Probate & Trust Matters We
have administered thousands of trusts and estates. If you have a
probate or trust practice which requires a practice adminbistrator, or
of you are an attorney who is looking to retire in the probate and
trust areas, call us.
OFFICE LOCATIONS
Main Office:
21550 Oxnard Street, #300
Woodland Hills, CA 91367
Phone: 818. 340. 4479
Fax: 818. 340. 7952
E-Mail: sirkinlaw@aol.com
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Glendale
450 North Brand Blvd., #600
Glendale, CA 91203
Tel: 800-300-9977
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West Los Angeles
11400 Olympic Blvd.,#200
Los Angeles, CA 90064
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Pasadena
225 South Lake
Ave., #300
Pasadena, CA 91101
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LAX area
6601 Center Drive West, Suite 500
Los Angeles, CA 90045
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Irvine
19800 MacArthur
Blvd., Suite 500
Irvine, CA 92715
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Downtown Los Angeles
445 N. Figueroa St.,
Suite 2600
Los Angeles, CA 90071
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Elder Law and Living Trust Attorneys
Living Trust Information
Living Trust Newsletter
Three simple steps in forming a Revocable
Family Trust
Successor Trustee E-Course
More about Trust Administration
Trust Administration Video Course
Trust Administration Guide Book
Ebook: Secrets of Power of Attorney Documents
Los Angeles Probate Information
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California Probate Code 13100-13101: Affidavit
of Small Estate
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RESOURCE GUIDE
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Elder Law
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RESOURCES FOR PARENTS OF MINORS
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How
to select the right guardian for your child? GuardianChoice(TM)
and GuardianKit(TM)
California Guardianship Nomination Form
Caregiver
Custodian Authorization
Conservatorship Information
Conservator E-Course
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Have you nominated a practice administrator?
For Lawyers Only: PracticeAssure
® Law Practice Sales Seminar & Material
Receive Our Special Needs Safety Kit
Read the Medi-Cal
eligibility guidelines.
Read the Medi-Cal
Recovery FAQ.
PENSION & LIFE INSURANCE LITIGATION
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Has someone claimed to be a life insurance or
pension beneficiary to which you believe
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CITIES & TOWNS AND
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Probate Lawyers
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