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Bay Area & San Mateo Real Estate, Business & Probate Attorneys

Wills and Trusts

Bay Area Lawyers: Wills and Trusts

At Law Offices of David G. Finkelstein, P.C., our attorneys offer a full array of services designed to assist individuals in protecting assets for the next generation. As part of our estate planning services, we prepare a wide variety of wills and trusts, including:

  • Simple wills
  • Complex wills
  • Living wills/heath care directives
  • Trusts
  • Living trusts
  • Testamentary trusts
  • Charitable trusts
  • Revocable trusts
  • Irrevocable trusts
  • Pet wills and pet trusts

Is a Trust Right for You?

In recent years, the appeal of using trusts for estate planning purposes has grown. For people with estates worth more than $100,000, trusts can be an excellent tool for avoiding the time and costs associated with probate. However, trusts are not for everyone. They can add a layer of complexity many people just do not need.

A trust gives the trustee enormous powers over the estate. During your lifetime, you can be the trustee of a revocable living trust. Upon your death, however, the powers given to the new trustee are irrevocable. Can you be certain that the trustee will manage the trust according to your wishes? We will explain your options help you make a decision that is right for your specific situation.

Will Contests, Trustee Breach of Duty

In the event that a trustee or family member is found to have exercised undue influence when a will was written or trust was established, we are experienced in litigating will contests or breach of duty by trustees.

Even if you have already prepared an estate plan, it is wise to review its contents periodically to make certain it reflects your current situation and wishes. Please contact our office to arrange a consultation about your estate planning needs.

From offices in San Mateo, the attorneys of Law Offices of David G. Finkelstein, P.C., prepare wills and trusts for clients throughout the San Francisco Bay area.

LAW OFFICES OF
DAVID G. FINKELSTEIN,
A PROFESSIONAL CORPORATION

1528 S. El Camino Real
Suite 306
San Mateo, CA 94402
Map and Directions

Toll Free: 866-567-9371
Phone: 650-353-7151
Email: Contact Us

Our Team Approach Makes a World of Difference Super Lawyers

Mr. David G. Finkelstein has been selected as a Northern California Super Lawyer.**