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Planning for handling personal and financial affairs if incapacitated or dead is called estate planning.
Our firm is experienced in preparing and implementing plans, including tax planning techniques intended to reduce the impact of gift and estate taxes.
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Probate is needed to transfer title after the owner’s death whenever title is held in just one name.
A typed will, or a will prepared by an attorney, must have at least two witnesses in order to be valid. A will is not sufficient by itself to transfer ownership; a probate or summary court proceeding is needed to transfer the decedent’s property to the beneficiaries named in the will.
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If an adult is unable to provide properly for their health, food, clothing and shelter, and unable to substantially manage their financial affairs or resist fraud or undue influence a probate conservatorship may be filed to protect them.
Both Catherine Raye-Wong and Leticia G. Toledo are experienced in representing conservators, including private professional conservators in this court process.
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Proper administration of a trust by the trustee is essential when the trustor (maker) is incapacitated or dies. Compliance with fiduciary and tax law is best accomplished with the guidance of experienced legal counsel. Raye-Wong & Associates represents both professional and non-professional trustees assisting them in proper management of trust estates.
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