Helping You Plan for the Future

You work hard for your family, so knowing that you have planned for their long-term well-being and financial security can bring you comfort. As you consider how you would like to be remembered, or plan for the care and support of loved ones upon your death, the Law Offices of Eliot M. Lippman can help with all aspects of trusts and estates issues, including:

  • Estate planning
  • Estate tax issues
  • Executorship duties
  • Guardianship
  • Power of Attorney
  • Advance Health Care Directive
  • Will drafting and execution
  • Trust drafting and execution

Securing your legacy
When devising an estate plan, we consider how best to protect your children, support your loved ones and contribute to the charitable causes that are special to you . Attorney Eliot Lippman thoroughly analyzes your estate and strategizes the best means of transferring your assets, minimizing taxes, establishing guardianship for your children, caring for your pets, supporting personal philanthropic causes, and protecting your loved ones.  He drafts a will that reflects your desires and establishes living trusts if they advance your individual needs and your estate planning goals.

Drafting and amending your Will and Trust
Your last will provides the opportunity to distribute your property, establish  care for your children and otherwise express your wishes upon your death.  A will  is necessary if you intend to leave property to somebody besides a blood  relative, such as a domestic partner, friend or charity. If you die without a will, the court determines how your property is distributed, who cares for your  children and even what happens to your beloved pet — decisions that might not  reflect your desires. We can draft valid wills that ensure your intentions are  honored.  As your life changes, so might your estate plan.  You may need to update your will throughout your life.  We draft valid codicils that address changes in your financial situation, marital status, number of children, philanthropic interests and general lifestyle decisions.

Drafting Advance Health Care Directive
Under California law, your Advance Health Care Directive / Power of Attorney for Health Care sets the parameters for medical intervention should you become incapacitated.  This assures that when you are most vulnerable, your wishes will be honored.  By naming Health Care Agents, you can select a trusted person along with alternates who are empowered to act on your behalf and advocate for your health care.

Drafting Durable Power of Attorney
A durable power of attorney for financial management is an essential estate planning document that can be used to avoid the need for a conservatorship should you ever lose capacity from an accident or dementia-related illness.

Contact an estate planning law firm you can trust, the Law Offices of Eliot M. Lippman
For estate planning services in San Rafael and throughout Marin and San Francisco counties, call the Law Offices of Eliot M. Lippman at (415) 457-8898 or contact us online to schedule a free initial estate planning consultation.

Conveniently located in San Rafael, the Law Offices of Eliot M. Lippman serves clients throughout Marin County and San Francisco.